Adding jobs to worksets

You can add operations, tasks, and activities to a workset, prior to the initiation or completion of a workset.

  1. Open the Workset Maintenance form.
  2. Set the Type field to Employee or Team.
  3. Specify the team or the badge ID.
  4. 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. Select one of these options in the Order Type field:
    • Run: Add a Work Order operation
    • Indirect: Add an indirect task
    • Project: Add project labor
    • Setup: Add a setup activity
    • SRO: Add service labor
    Note: 
    • For the Run or Setup options, 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 set to Run or Setup.
    • The Machine Resource field is displayed if the Order Type field is set to Run or Setup and the Combine Labor and Machine Time check box is selected.
    • If the Indirect option is selected, select a task code.
    • If the Project option is selected, specify a project number, task code, and cost code.
    • If the SRO option is selected, specify a partner ID, service order number, line number, and operation.
    • For transactions of the type Run and Setup, the employee can select the Combine Labor and Machine Time check box to report machine time as a ratio of the labor time. If the FT Time Track functionality is implemented, the employee can specify the ratio using the Machine Ratio field, which is displayed only when the Combine Labor and Machine Time checkbox is selected.
    • If the Time Track functionality is not implemented and the Combine Labor and Machine Time check box is selected, the machine time must always be reported as a one-to-one ratio to labor time.
  6. Select the Add Details tab to view details for the selected operation or task.
  7. Select Add.