Work Shifts

• Creates Work Shifts that are used in production.

• Organisations can create multiple Work Shifts (e.g. Production - Day Shift, Production - Night Shift).

• When Stages are created, a Work Shift is selected for that Stage. Tasks in that Stage will only be allocated start and end times that fall within the Work Shift periods.

• A new Work Shift can be created by clicking Add Work Shift (button).

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

Edit Work Shift

Top Row Buttons Explained

• ⬆️⬇️: Navigates to the next or previous work shift.

• New Work Shift: Creates a new work shift.

• Save: Saves any changes.

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

• Delete: Deletes the work shift.

• Close: Closes the Edit Work Shift popup.

Header Fields Explained

• Description: A field to type in a description for the work shift.

• Work (Hrs): A calculated field that displays the number of working hours in a week.

Buttons Explained

• Add Day/Hours: Adds another field to the table.

• Batch Update: Updates the selected records when Update (button) is clicked:

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

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

  • x Rate/Hr: Changes the rate per hour to the rate typed in the adjacent block.

  • Break (Hrs): Changes the break hours to the number of hours typed in the adjacent block.

Fields Explained

• Day of Week: A dropdown list to select any day of the week.

• Description: A field to type in a description.

• Start:  A field to select the time that the shift starts.

• End: A field to select the time that the shift ends.

• Work (Hrs): Automatically calculated based on the Start and End times (when Save (button) is clicked). 

• x Rate / Hr: A field to type in the hourly rate.

• Break (Hrs): A field to type in the total breaks for coffee or lunch.

• Menu (...):  A submenu to Copy or Delete the record.

Settings

Navigation: Main Menu > Setup > Settings.

General (tab)

• Production Planning > Enable Groups and Tasks: 

  • A checkbox that if checked will enable Groups and Tasks.

  •  When you have a lot of small jobs, you can group them as one task on the board so the board doesn't get cluttered. (E.g. lots of small cutting jobs can be grouped as a Cutting Group, which will be displayed on the board. The smaller jobs can be seen by selecting View / Edit Jobs from the context menu on the Jobs View.

  • Tasks can set the Group as follows:

    • If a Task is Busy  > Set Group to Busy or Part Complete.

    • If all the Tasks are complete >  Set Group as Complete and update the Quantities and Hours.

    • If all the Tasks are Planned or Ready > The Group will be set as Planned or Ready.  

  • Group Statuses can be set to affect all Tasks:

    • New/Planned/Ready/Complete > Set all Tasks to the same Status.

• Production Planning > Hide New Tasks on the Board View: 

  • A checkbox that, if checked, will not show Tasks on the Board until they are planned.

  • The tasks can still be seen under Task View and on the Kanban Board,  just not under Board View.

• Production Planning > Set Task Quantity from: 

  • A dropdown list for users to select the Task Quantity from one of these options:

    • Service: Use when you are tracking by time (e.g. something takes x hours to complete). 

    • Assembly: Use when you want to track the Assembly quantity. 

    • Root Assembly: Use when you want to track the Root Assembly quantity. 

    • Estimate: Use when you want to track the Estimate quantity. 

• Production Planning > Show Progress (Qty):

  •  A checkbox that, if checked, will show the Quantity made so far.

  •  If your option under Set Task Quantity is Service, uncheck this checkbox because this progress will match the Service progress.

• Production > Show Linked Transaction No./s in Job View:  A dropdown list of Transaction Types for users to select one.

Transactions (tab)

• The following options should be added to the Transaction Type that you want to use for Production Planning (e.g. Sales Orders, Work Orders, Purchase Orders).

  • Enable Materials in Production Planning: If checked, it uses the Transaction Type as the default for materials. 

  • Enable Outwork in Production Planning: If checked, it uses the Transaction Type as the default for outwork. 

  • Enable Tasks in Production Planning: If checked, it uses the Transaction Type as the default. 

• If your company uses our Tracker Application, the following Tracker options should be set:

  • Module: Deliveries (e.g. Delivery Notes).

  • Module: Field Service (e.g. Work Orders).

  • Module: Issue Goods (Select the Issue Transaction) (e.g. Goods Issued).

  • Module: Issue Inventory (Select the Issue Transaction) (e.g. Goods Issued).

  • Module: Receive Goods (Select the Receive Transaction) (e.g. Goods Received).

  • Module: Receive Inventory (Select the Receive Transaction) (e.g. Goods Received).

  • Module: Timekeeping (e.g. Work Orders).

Roles (tab) 

• Production Planning (PP) > Production Planning - Access Allowed. The options are:

  • Full Access: At least one user must have full access.

  • View Only

  • None

• Production Planning (PP) > Production Planning > Automatic Refresh

The following settings are only applicable if our Tracker Application is used.

• Tracker > Timekeeping Mode: Select Production Planning from the options in the Value column.

• Tracker > Timekeeping: Enable NCR: Enabled if the checkbox is checked.

• Tracker > Timekeeping: Record Quantities: Enabled if the checkbox is checked. 

• Tracker > Timekeeping: Update Status: Enabled if the checkbox is checked.

• Tracker > Timekeeping: Auto-Logout after Start - Seconds (0 = Disable): Sets the time after Start (button) is clicked to automatically log the user out. 

• Tracker > Timekeeping: Auto-Logout after Stop - Seconds (0 = Disable): Sets the time after Stop (button) is clicked to automatically log the user out. 

• Tracker > View Assigned Transaction only: Allows users to see only transactions assigned to them if the checkbox is checked. 

Users (tab)

• Setups > Production Planning Settings - Access Allowed: Checkbox that allows access if checked.

• Setups > Tracker - Access Allowed: Checkbox that allows access if checked. Only applicable if our Tracker Application is used.

Related Topics

• Reference: Dashboard

• Reference: Jobs

• Reference: Tasks

• Reference: Materials

• Reference: Outwork

• Reference: Board

• Reference: Gantt

• Reference: Timekeeping

• Reference: Planning Stages

• Tutorial: Dashboard

• Tutorial: Jobs

• Tutorial: Tasks

• Tutorial: Materials

• Tutorial: Outwork

• Tutorial: Board

• Tutorial: Gantt

• Tutorial: Timekeeping

• Tutorial: Edit Stages

• Setup Tutorial: Production and Tracking