Starting Worksets for workset-enabled employees using the Dashboard Transactions form

To start the Workset for the workset-enabled employees:

  1. Access the Dashboard Transactions form.
    Note: The Dashboard Transactions form is only available if you have the Time Track functionality implemented.
  2. Select the value in the Order Type field.
    Note: If the value in the Order Type field is Production Order, Service Order, Setup, or Machine, then the value must be specified in the Order number, Suffix, and Operation field.
  3. Specify the value in the Machine Ratio field. The machine ratio determines the labor time that is reported for the machine.
    Example: If the value is 0.5, the labor time that is reported for the machine is considered as half.
    Note: The value in this field is defaulted if the Combine Labor and Machine Time checkbox is selected in Employees form. However, the value can also be modified on the transaction form.
  4. Specify the task code, if the order type is Indirect Task.
  5. Specify the value in the Project Number, the Task Number, and the Cost Code field, if the order type is Project.
  6. Click Add Job to Workset to update the job details.
  7. Add all the jobs in the Workset.
  8. Click Start Workset, after all the jobs are added to the Workset. The current job is displayed.
  9. Select a job from the active Workset to be the current job.