Adding Job Operations and Setup Activities to Worksets Using the Work Center Form

The employees for whom the workset is enabled are only allowed to add job operations, setup activities, or labor reporting to worksets.

Note: You cannot add Just-In-Time production orders or production schedules to worksets.

To add a job operation, setup activity, or labor reporting to your workset:

  1. Select Labor > Work Center. The Work Center form is displayed.
    Note: Most employees cannot change the assigned employee id.
  2. Select the Resource Group, Resource ID and the Work Center in the header section.
    The related data is updated on the Active, Job List, Project, Service and PS/JIT tabs.
  3. Review the date and time for this transaction. The current date and time is specified by default. However, you can modify the date and time if authorized.
  4. Select an operation on the Job List tab, a project from the Project tab, or a service order on the Service tab.
  5. Click Start Run or Start Setup. The Workset Maintenance form is displayed with the appropriate data and fields.
    Note: 
    • If the Work Center Popup Enabled parameter is selected, the Workset Maintenance form is displayed.
    • If the Work Center Popup Enabled parameter is cleared, the operation, activity, or labor reporting is added to your workset. If the workset is running, the operation, activity, or labor reporting is started.
  6. Review this workset data in the Workset Selection section:
    • Type
    • Team
    • Badge ID
    Note: This data is defaulted based on the logged in user.
  7. Select the appropriate order type for job operations, setup activities and labor reporting, in the Order Type field of the Add To Workset section.
  8. Click Add To Workset. The required job operations, setup activities and labor reporting data is added to the workset.
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