Overview

Production Planning assists organisations in managing all their production tasks. The settings listed on this page are required to use this module.

Settings

The tasks on Tracker and the Planning Board are updated based on a combination of user and general settings, as follows: 

Scan Service ID - Don't Combine Tasks:  The Task is matched on the Service ID

Scan Service ID, Combine Tasks: The Task/s are matched on User, PB Stage setting and WO No.

Scan WO No.: The Task/s are matched on User, PB Stage setting and WO No.

User Settings

Navigation: Main Menu > Office > My Organisation > Staff (tab) > double-click a name to edit the record > Settings (tab)

Planning Board

• Planning Board > Automatic Refresh: Yes or No.

• Planning Board > Editing Allowed: Yes or No.

• Planning Board > Settings - Access Allowed: Yes or No.

Tracker App

• Tracker > Custom Firebird Stored Procedure - Create a File: A field to type a File Name.

• Tracker > Custom Firebird Stored Procedure - Execute: A field to type the execution file name.

• Tracker > Digital Delivery Notes - Access Allowed: Yes or No.

• Tracker > Enter a Note on Stop: Yes or No.

• Timekeeping: Enabled Non-Conformance Reports (NCR): Yes or No.

• Timekeeping: Select to Start/Stop WO

  • Select from Queue (Touch)

  • Enter WO No. (Scan or Keypad)

  • Enter Service ID (Scan or Keypad)

• Timekeeping: Set Status on Stop

  • N/A

  • Confirm

  • Complete

  • Part Complete

• Timekeeping: Use the Cost Centre linked to the Service: Yes or No.

• Tracker Login (PIN): A field to type a numerical login pin for the Tracker Application.

 General Settings

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

• Planning Board > Combine Services linked to the same Cost Centre: Yes or No.

• Planning Board > Enable Timekeeping on the Planning Board: Yes or No.

• Planning Board > Update Planning Board (Menu Caption & SQL): Edit SQL (allows users to customise their captions using SQL).

• Planning Board > Hide New Tasks from Board View: Yes or No. Hides stages from the Planning Board "Board" view if their default is set to "New".

JDF Switch Settings

• JDF Switch > Artwork Folder (Linus: /FolderName/; Windows: \FolderName\): A field to type a path (e.g. C:\Temp\Artwork\).

• JDF Switch > Caption - Custom input field 1: A field to type a caption.

• JDF Switch > Caption - Custom input field 2: A field to type a caption.

• JDF Switch > Caption - Custom input field 3: A field to type a caption.

• JDF Switch > Caption - Custom input field 4: A field to type a caption.

• JDF Switch > Caption - Custom input field 5: A field to type a caption.

• JDF Switch > Caption - Custom input field 6: A field to type a caption.

• JDF Switch > Enable Syspro uploads (XML): Yes or No.

• JDF Switch > FTP Host: A field to type the name of the Host.

• JDF Switch > FTP Password: A field to type the FTP Password.

• JDF Switch > FTP Port: A field to type the FTP Port (e.g. 21).

• JDF Switch > FTP User: A field to type the FTP User name.

• JDF Switch > Job Folder (Linux: /FolderName/;Windows: \FolderName\): A field to type a path (e.g. C:\Temp\Switch\).

• JDF Switch > Use FTP: Yes or No.

Work Shifts

Navigation: Main Menu > Office > My Organisation > Work Shifts (tab)

Jobs are allocated based on the hours available under Work Shifts.

Add Work Shift Interface

• ∧ ∨: Navigates to the next or previous work shift.

• New Work Shift: Creates a new work shift.

• Save: Saves any changes.

• Copy: Copies a work shift to create a new work shift.

• Delete: Deletes the work shift.

• Close: Closes the work shift popup.

• Add Day/Hours: Adds a day or hours to the board.

• Batch Update: Changes the following fields for all the selected records once Update (button) is clicked:

  • Start Time: Changes the Start Time to the time selected in the adjacent field.

  • End Time: Changes the End Time to the time selected in the adjacent field.

  • x Rate/Hr: Changes the Hourly Rate to the rate entered in the adjacent field.

  • Break (Hrs): Changes the Break Hours to the number of hours entered in the adjacent field.

Fields Explained

• ID: The system-generated number for the entry.

• Day of Week: The applicable Day of the Week.

• Description: A description of the shift (e.g. Monday early shift).

• Start: The time the shift Starts.

• End: The time the shift Ends.

• X Rate/Hr: The Hourly Rate that the shift costs.

• Break (Hrs): The total number of hours lost to Breaks (e.g. lunch and tea breaks).

• Menu (...): A submenu allowing users to Copy or Delete the entry.