Adding Jobs to Worksets

You can add operations, tasks, activities, projects, and service labor to a workset before or after it is started. Operations, tasks, activities, projects or service labor added to a running workset are automatically started.

Note:  You cannot add just-in-time production orders or production schedules to worksets.
  1. Open the Workset Maintenance form.
  2. In the Type field, select Employee or Team.
  3. Specify your team or your badge ID.
  4. Optionally, select Refresh Workset to view the workset associated with the specified team or badge ID. The operations and tasks in the workset are displayed in the grid on the Workset tab.
  5. In the Order Type field, select one of these options:
    • Run : add a job operation
    • Indirect: add an indirect task
    • Project: add project labor
    • Setup: add a setup activity
    • SRO: add service labor
    1. For Run or Setup , specify a job, job suffix, and operation. The item number is displayed.
      • The Res ID field is displayed only if the Order Type field is to Run or Setup.
      • The machine resource field is displayed if the Order Type field is to Run or Setup and the Combine Labor and Machine Time check box is selected.
    2. For Indirect, select a task code.
    3. For Project, specify a project number, task code, and cost code.
    4. For SRO, specify a partner ID, service order number, line number, and operation.
  6. Optionally, to view details for the selected operation or task, select the Add Details tab.
  7. For Run and Setup transactions, the employee can select the Combine Labor and Machine Time check box to report machine time as a ratio of labor time. When FT Time Track module is implemented the employee can specify the ratio using the Machine Ratio field, that is displayed when Combine Labor and Machine Time is checked. When FT Time Track is not implemented then FT uses straight proration or 1 to 1 proration.
  8. When Time Track is implemented, the machine ratio determines what portion of the reported labor time must be reported for the machine. For example, a ratio of .5 must report half the reported labor time for the machine. If the Time Track module is not implemented and the Combine Labor and Machine Time check box is selected, then machine time is always reported as a one-to-one ratio to labor time.
  9. Select Add.