Managing Worksets

Worksets allow employees who are workset eligible to have multiple jobs running at the same time. You can start worksets for a team or for a single employee. You can perform these activities using the Workset Maintenance form:

Adding jobs to worksets

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

To add a job to a workset:

  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:
  6. For Run or Setup, specify a job, job suffix, and operation. The item number is displayed.

    7. For Indirect, select a task code.

  7. Optionally, to view details for the selected operation or task, select the Add Details tab.
  8. For Run and Setup, select Combine Labor and Machine Time to report machine time as a ratio of labor time for the job operation or setup activity, if applicable. Clear this check box to report machine time manually in a separate transaction. If the Time Track module in Infor Factory Track is implemented, this check box is only available if the Combine Labor and Machine Time check box is selected either for your employee type on the Employee Types form or for your team on the Team Maintenance form.
  9. For Run and Setup, if applicable, specify a machine ratio. The Machine Ratio field is only displayed if Combine Labor and Machine Time is selected and if the Time Track module in Infor Factory Track is implemented. The machine ratio determines what portion of the reported labor time will be reported for the machine. For example, a ratio of .5 will 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, this field is unavailable and machine time will always be reported as a one-to-one ratio to labor time.
  10. Select Add.

Removing jobs from worksets

You can remove operations, tasks, and activities from a workset that is not currently running. To stop an operation, task, or activity on a running workset, see the Stopping Worksets section below.

To remove a job from a workset:

  1. Open the Workset Maintenance form.
  2. In the Type filed, select Employee or Team.
  3. Specify your team or your badge ID.
  4. To view the workset associated with the specified team or badge ID, select Refresh Workset. The operations and tasks in the workset are displayed in the grid on the Workset tab.
  5. On the Workset tab, select the operation or task you are removing.
  6. Select Remove.

Starting worksets

Starting a workset starts all of its operations, tasks, and activities.

To start a workset:

  1. Open the Workset Maintenance form.
  2. In the Type filed, select Employee or Team.
  3. Specify your team or your badge ID.
  4. To view the workset associated with the specified team or badge ID, select Refresh Workset. The operations and tasks in the workset are displayed in the grid on the Workset tab.
  5. To start the workset, select Start All.

Stopping worksets

You can stop a workset and all of its jobs, or you can stop an individual job and leave the workset running. You will not be able to report additional completed or scrapped quantities when stopping an entire workset. To report additional completed or scrapped quantities for operations, you must stop them individually.

Stopping a workset

To stop a workset:

  1. Open the Workset Maintenance form.
  2. In the Type filed, select Employee or Team.
  3. Specify your team or your badge ID.
  4. To view the workset associated with the specified team or badge ID, select Refresh Workset. The operations and tasks in the workset are displayed in the grid on the Workset tab.
  5. Select End All. The workset and all its operations, tasks, and activities are stopped.

Stopping an individual job on a workset

To stop an individual job on a workset:

  1. Open the Workset Maintenance form.
  2. In the Type field, select Employee or Team.
  3. Specify your team or your badge ID.
  4. To view the workset associated with the specified team or badge ID, select Refresh Workset. The operations and tasks in the workset are displayed in the grid on the Workset tab.
  5. On the Workset tab, select the operation or task you are stopping.
  6. Select End. The Quantity Enter form is displayed.
  7. On the Quantity Enter form, specify this information:

    8. Good

    Specify the number of completed items for the selected operation.

    Moved

    Specify the number of completed items to move to the next operation.

    Scrapped

    Specify the quantity of items to scrap.

    Reason Code

    Specify a reason code for the scrapped items.

  8. Select End.

Viewing workset details

You can use the Workset tab to view information about the operations, tasks, and activities on a workset.

To view workset details:

  1. Open the Workset Maintenance form.
  2. In the Type field, select Employee or Team.
  3. Specify your team or your badge ID.
  4. Select Refresh Workset. Details about the workset are displayed on the Workset tab.

Related Topics

Labor and Material Transactions Overview