Tracker

Overview

Job tracking is done using a separate lightweight executable (Tracker.exe), which is by default disconnected from the Database. When a user logs in, a connection is made and when a user logs out, the database is disconnected. This module allows for touchscreen input (minimum resolution 1024x768px), as well as, for input from Barcode Scanners.

Jobs can be tracked for teams. After starting the clock, you can increase or decrease the team size as required by clicking the selected Job to open the context menu.

During lunch or tea breaks, you can Pause all the Active Users and Teams and then Resume tracking at the end of the break.

For Barcode Scanning, the bcCode39 barcode type is recommended as the easiest to use (check digit not required), as well as the easiest for scanners to recognize. Up to 43 alphanumeric characters can be added to this Barcode Type, but for tracking purposes, you will only be adding numeric characters to the barcode - PIN No., WO No. or Service ID. More at https://en.wikipedia.org/wiki/Code_39. 

Settings

General Settings

Navigation: Open BOS Professional > Main Menu > Setup > Settings & Defaults > Settings (tab)

This setting is also available on the login screen of the Tracker app, however, that setting is only valid for that session. Setting the logout time here, saves the setting. 

• Tracker > Auto Logout: Select an auto-logout option from this list:

  • Disabled

  • 30 Seconds

  • 60 Seconds

User Settings

Navigation: Open BOS Professional > Main Menu > Office > My Organisation > Staff (tab) > Double-click a staff member name > Settings (tab).

• Tracker > Custom Firebird Stored Procedure - Create a File

  • Enter the name of a custom Firebird Stored Procedure, which will be fired when the Execute (button) is clicked.

  • If the setting is blank, it is ignored.

  • The Input Parameters must be the same as those of the Execute Procedure (STAFFID, WOID, WOPROCID, COMPLETEID), and it must return the following Output Parameters:

  • FILENAME varchar(250): Must return the full path and filename of the file to be created. If the FILENAME parameter returns an empty or null string, the file will not be created.

  • FILECONTENT blob: Optional - content is not required for the file to be created.

• Tracker > Custom Firebird Stored Procedure - Execute

  • A field to type a name of a custom Firebird Stored Procedure which will be executed in place of the default Stored Procedure.

  • If the setting is blank, it is ignored.

  • The default Stored Procedure is named TRACK_EXECUTE and has the following parameters, which are also required on the Custom Procedure:

  • Input Parameters

    • STAFFID integer - Operator ID

    • WOID integer - Work Order number

    • WOPROCID integer - Work Order Service ID

    • COMPLETEID integer - 0 = Part Complete; 1 = Complete

  • Output Parameter

    • TIMELOG integer

  • The simplest method is to copy and rename the default procedure so that the parameters are already there. Always prefix the name of any custom tables, procedures or triggers with CUSTOM_... to differentiate them from the system tables, procedures or triggers.

• Tracker > Digital Delivery Notes - Access Allowed

  • Options are Yes or No. Allows users access to Delivery notes.

• Tracker > Enter a Note on Stop

  • Options are Yes or No. Allows the users to enter a note when a Timekeeping record is stopped.

• Tracker > Timekeeping: Enabled Non-Conformance Reports (NCR)

  • Options are Yes or No. (See more on NCRs.)

• Tracker > Timekeeping: Select to Start/Stop WO

  • Options are:

    • Select from Queue (Touch): Operators select a Job from the Planning Board Queue in the right-hand panel where Tasks are listed in the same order as they have been arranged on the Planning Board. The Queue will default according to the Cost Centre the Operator is linked to, but they may select a different Queue. Tasks that are New or Waiting will not be displayed in the Queue.

    • Enter WO No. (Scan or Keypad): Operators must scan or manually enter the Work Order Number.

    • Enter Service ID (Scan or Keypad): Operators must scan or manually enter a Service Number.

      • Note: When using Barcode Scanners or manually entering the numbers, the first task in the Planning Board Stage to which the Operators' Cost Centre is linked is automatically selected. For the above two options (Enter WO No. or Enter Service ID), operators cannot enter production codes, inventory quantities, or notes. 

• Tracker > Timekeeping: Set Status on Stop

  • Determines how the Planning Board Status will be updated when a task is stopped. The options are:

    • N/A: No confirmation message is displayed, and the Status is not updated.

    • Confirm: Users are prompted to confirm that the task is complete. If confirmed (Yes), the task is set to Complete, else (No) the task is set to Part Complete.

    • Complete: The task is set to Complete without displaying a confirmation message.

    • Part Complete: The task is set to Partially Complete without displaying a confirmation message.

• Tracker > Timekeeping: Use the Cost Centre linked to the Service

  • The setting only applies when the job is a Service. The options are:

    • Yes: The Cost Centre linked to the Service will be used.

    • No: By default, the Cost Centre linked to the Operator is selected to calculate the Actual Cost.

• Tracker Login (PIN): Field to type a pin to give the user access to the Tracker App.

Start Screen

• Database List

  • Only appears if the user is linked to more than one Database.

  • Allows users to select the applicable Database.

• Delivery (button): Takes the user to the Digital Delivery interface.

• Tracker (button): Takes the user to the Tracker App.

• T & A (button): Takes the user to Timekeeping and Attendance.

• Cancel (button): Exits the App.

Tracker Login Screen

This field is reached after selecting Tracker from the Start Screen

• Keypad: Keypad and field for users to type their login PIN.

• Login (button): Logs the user into the Tracker App.

• Pause (button): Pauses all the timekeeping records (e.g. for lunch).

• Settings (bottom right-hand corner): Access to the settings for the Tracker App. 

• Exit (bottom right-hand corner): Exits the Tracker App.

Job Selection Screen

This screen appears after you successfully log in on the Tracker Login Screen.

• Active Stage Display (Left Panel): 

  • • If a job is active (Busy, Ready, or Part-Complete), it will be displayed on the left with a description of the Stage.  

    • The Active Jobs are displayed in the following format:

    • WO No - Prod Code - Team Qty - Service - Reference - Started - Hours

      • WO No: The Work Order Number (numerical only).

      • Production Code: Only displayed when the Timekeeping is not linked to a Work Order, truncated to 20 characters.

      • Team Qty: Only displayed when the Team quantity exceeds one (e.g. x4).

      • Service: Only displayed if a Work Order Service is selected. Information is truncated to 10 characters.

      • Reference: The Work Order Reference which is truncated to 20 characters.

      • Started: The time at which the timekeeping was started.

      • Hours: The Duration since the start and the current time in hours.

      • Examples:

        • 1234 - x5 - Trim to si... - BigCompany Friday S... - Start 12:05 - 2.54hr/s

        • Downtime - Mainten... - Start 12:05 - 2.54hr/s

    • Below the Stage name in the left panel are details of the job. Clicking the job will display a context menu (see screenshot below). The options will depend on the settings and whether a job was already started:

      • Stop Complete: Stops the job and marks it complete.

      • Stop Part Complete: Stops the job and marks it partially complete.

      • Change: Stops the current job, requests the quantities completed or partially completed / Displays a screen with the next stages for users to select one.

      • Edit Note: Brings up a note editor

      • + Team: Allows the user to add one for every press to the number of team members.

      • - Team: Allows the user to subtract one for every press from the number of team members.

        •  If the Team size is updated within 30 seconds of starting, the active Timekeeping Record is updated, else the active record is closed and a new timekeeping record is created.

      • View Workticket: Opens the PDF output of the work ticket. The work ticket must be uploaded first from the desktop app as follows:

        • From editing a work order: click Actions (button) > Upload Workticket (Pdf) and select one of the options listed there (e.g. Work Ticket, Work Ticket - Labels).

• Stage / Select A Stage (Right Panel)

  • • The name of the Active Stage is displayed on the top banner on the right.

    • Below the top banner are the details of the job.

    • The Active Stage field is clickable and will change as follows when clicked:

    • The top bar changes to: Select a Stage.

    • Below that, the stages are listed for users to select a stage.

• Start (button): Starts the selected job. 

• Start Downtime (button): Starts recording downtime.

• Logout (button): Logs the user out of the Tracker App: Asks for a confirmation, then closes the app.

Steps to Start a Job

These are the screens that appear once a job is started.

The sequence of events depends on the Settings.

If a job is already active, the user is alerted to that fact and asked to confirm if they want to start another job.

If you scan Service ID (Barcode), the timekeeping is not started if the Task Status = Complete or Cancelled. Instead, an error message is returned.

Step 1

• Select a Tracking Stage: Option to select a Tracking Type (Setup, Run, Washup) if the Stage tracks more than one of these.

• Select an Option and Find the Job No.

  • Provides the Work Order Number.

  • Provides a WO button and a keypad to type a different Work Order Number.

• Next (button): Continues to the next screen.

• Cancel (button): Cancels the timekeeping record.

Step 2

• Select a Workstation

  • Displays the selected Workstation.

  • Displays an alphabetised list of other workstations for users to select a different workstation.

• Back (button): Returns to the previous screen.

• Next (button): Continues to the next step.

• Cancel (button): Cancels the timekeeping record.

Step 3

• Select an Item: Displays the current Item with an alphabetised list for users to select a different item.

• Back (button): Returns to the previous screen.

• Finish (button): Successfully starts the timekeeping record.

• Cancel (button): Cancels the timekeeping record.

Steps to Stop a Timekeeping Record

This screen appears once users have clicked Stop Complete or Stop Part Complete on the context menu from the Job Selection screen.

• Confirmation popup

  • Users are asked to confirm they want to stop the job. Options

    • Yes: The Timekeeping for the job is stopped.

    • Cancel: The Timekeeping continues.

• Quantity Screen (appears if Yes (button) is clicked on the confirmation.

  • Quantities: A prompt and keypad are displayed for users to enter the Completed and Spoiled quantities.

  • Finish (button): Stops the timekeeping and returns to the Job Selection screen.

  • Cancel (button): Continues the timekeeping and returns to the Job Selection screen.