Starting Worksets for Workset-Eligible Employees Using the Dashboard Transactions Form

Note:  The Dashboard Transactions form is only available if you have the Time Track module implemented.
  1. Open the Dashboard Transactions form.
  2. Select the order type.
  3. If the order type is Production Order , Service Order , or Setup , specify the order number, suffix, and operation.
  4. If applicable, specify a machine ratio. 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. The machine ratio is applied to the prorated duration of each job when multiple jobs are running simultaneously.
  5. If the order type is Indirect Task, specify the task code.
  6. If the order type is Project , specify the project number, task number, and cost code.
  7. Click Add Job to Workset to populate the grid with the job details.
  8. Repeat steps 2 through 6 until all jobs in the workset have been added.
  9. Click Start Workset. The Current Job group box displays.  
  10. Specify a job from the active workset to be the current job.
Parent topic: Overviews and Procedures
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