Difference between revisions of "SOP-42Q-MES0045 Labor Tracking"

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= Introduction =
 
= Introduction =
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<u>'''<span id="docs-internal-guid-f32d548c-953f-5e14-386e-9e75853a4d21">NOTE</span>'''</u>: Only supervisors may update the date and time ranges.
 
<u>'''<span id="docs-internal-guid-f32d548c-953f-5e14-386e-9e75853a4d21">NOTE</span>'''</u>: Only supervisors may update the date and time ranges.
  
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&nbsp;
  
 
== Managing the Employee Number, Department, and Indirect Labor Type Fields ==
 
== Managing the Employee Number, Department, and Indirect Labor Type Fields ==
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'''[[File:Add Labor Tracking.png|upright|Add Labor Tracking.png]]'''
 
'''[[File:Add Labor Tracking.png|upright|Add Labor Tracking.png]]'''
  
2. Enter the Employee number or select the '''Maintenance''' [[File:Maintenance icon.png|upright]]&nbsp;icon to open the '''Employee List '''window, which provides the ability to '''Add''', '''Edit''', and '''Delete''' Employee Numbers. Any changes in this list will be reflected in the '''Employee Number''' drop-down menu.
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2. Enter the Employee number or select the '''Maintenance''' [[File:Maintenance icon.png|upright|Maintenance icon.png]]&nbsp;icon to open the '''Employee List '''window, which provides the ability to '''Add''', '''Edit''', and '''Delete''' Employee Numbers. Any changes in this list will be reflected in the '''Employee Number''' drop-down menu.
  
 
3. Select either '''Labor '''or '''Absence''' in the '''Attendance Type''' drop-down menu.
 
3. Select either '''Labor '''or '''Absence''' in the '''Attendance Type''' drop-down menu.
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*If I'''ndirect '''was&nbsp;selected, the '''Department '''and '''Indirect Labor Type''' fields display. Only Indirect Labor Type is a mandatory field.  
 
*If I'''ndirect '''was&nbsp;selected, the '''Department '''and '''Indirect Labor Type''' fields display. Only Indirect Labor Type is a mandatory field.  
  
5. Select the '''Start Date''' by selecting the Calendar&nbsp;[[File:Calendar-icon.png|upright]]&nbsp;icon and the '''Start Time''' from the drop-down menu.
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5. Select the '''Start Date''' by selecting the Calendar&nbsp;[[File:Calendar-icon.png|upright|Calendar-icon.png]]&nbsp;icon and the '''Start Time''' from the drop-down menu.
  
6. Select the'''End Date '''by selecting the Calendar&nbsp;[[File:Calendar-icon.png|upright]] icon and the '''End Time''' from the drop-down menu.
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6. Select the'''End Date '''by selecting the Calendar&nbsp;[[File:Calendar-icon.png|upright|Calendar-icon.png]] icon and the '''End Time''' from the drop-down menu.
  
 
'''Figure 10: Maintenance Labor - Expanded Menu'''
 
'''Figure 10: Maintenance Labor - Expanded Menu'''
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'''Figure 13: Filter Settings'''
 
'''Figure 13: Filter Settings'''
  
[[File:Labor Tracking filter.png|upright]]
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[[File:Labor Tracking filter.png|upright|Labor Tracking filter.png]]
  
 
&nbsp;
 
&nbsp;
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&nbsp;
 
&nbsp;
  
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&nbsp;
  
 
= Labor Tracking - MESWeb Reports =
 
= Labor Tracking - MESWeb Reports =
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&nbsp;
 
&nbsp;
  
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&nbsp;
  
 
=== <span id="docs-internal-guid-f32d548c-95c4-786f-6236-f3d78621420a">Export</span> ===
 
=== <span id="docs-internal-guid-f32d548c-95c4-786f-6236-f3d78621420a">Export</span> ===
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<span id="docs-internal-guid-f32d548c-95c5-c2fd-a862-9f2bdeaae353">This tool allows the user to create </span>Snap Shots of a report within the Selected Parameters for a specified time. These Snap Shots can be configured to run on a schedule. For more information on Snap Shots, refer to [https://42qrpt1.42-q.com/mes_wiki/index.php/SOP-5-I-MES0055-C_RA1_MESWeb_Reports#Snap_Shots Snap Shots].
 
<span id="docs-internal-guid-f32d548c-95c5-c2fd-a862-9f2bdeaae353">This tool allows the user to create </span>Snap Shots of a report within the Selected Parameters for a specified time. These Snap Shots can be configured to run on a schedule. For more information on Snap Shots, refer to [https://42qrpt1.42-q.com/mes_wiki/index.php/SOP-5-I-MES0055-C_RA1_MESWeb_Reports#Snap_Shots Snap Shots].
<div>&nbsp;</div> </div>
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<div>&nbsp;</div> </div>  
 
 
 
= Labor Tracking - Using SFDC Commands =
 
= Labor Tracking - Using SFDC Commands =
  
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<span id="docs-internal-guid-f32d548c-95c6-c48b-2de4-882c29a28174">or</span><br/> '''<span id="docs-internal-guid-f32d548c-95c6-c48b-2de4-882c29a28174">&nbsp;!!2clockout</span>'''
 
<span id="docs-internal-guid-f32d548c-95c6-c48b-2de4-882c29a28174">or</span><br/> '''<span id="docs-internal-guid-f32d548c-95c6-c48b-2de4-882c29a28174">&nbsp;!!2clockout</span>'''
<div>&nbsp;</div>
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<div>&nbsp;</div>  
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= Document Revision History =
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/> /> /> /> />
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{|
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|-
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'''Date'''
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'''Author'''
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'''Title'''
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'''Version'''
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'''Change Reference'''
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'''04/09/12'''
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'''Elaine Fonaro'''
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'''Technical Writer'''
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'''1.0'''
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'''Initial User’s Guide'''
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|-
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'''07/04/12'''
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'''Keith Fuqua'''
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'''MDS Business Analyst'''
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'''1.0'''
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'''Minor corrects, verbage changes.'''
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|-
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'''03/19/14'''
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|
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'''Dane Parker'''
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|
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'''Technical Writer'''
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|
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'''1.0'''
 +
 
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|
 +
'''Updated for MES15'''
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|-
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|
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'''10/08/14'''
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 +
|
 +
'''Dane Parker'''
 +
 
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|
 +
'''Technical Writer'''
 +
 
 +
|
 +
'''1.0'''
 +
 
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|
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'''Revised Content'''
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|-
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'''04/27/16'''
 +
 
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|
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'''Dane Parker'''
 +
 
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|
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'''Technical Writer'''
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|
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'''1.0'''
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|
 +
'''Formatted to 42Q'''
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|-
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'''09/14/2017'''
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'''Lucas Hopkins'''
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'''Technical Writer'''
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'''1.0'''
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'''Updated to reflect GUI changes and functionality.'''
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|}

Revision as of 18:38, 18 September 2017

42Q Home > Production > Labor Tracking
RTENOTITLE

 

 

Introduction

The Labor Tracking portlets manage employee work time. Labor Tracking is accessible from three different locations based upon user permissions: Labor Tracking Maintenance, Labor Tracking Operations, and MESWeb Labor Reports. Within Labor Tracking Maintenance, supervisors can add departments and indirect labor activities, make adjustments to an employee’s hours, or adjust absent hours. Conversely, employees utilize the Labor Tracking Operations portal to record direct and indirect labor hours in a traditional clock-in method. For administrators, the 42Q solution provides Labor Tracking reports through MESWeb, which displays labor records for a specified date range. These portals are described within this work instruction.

 

Navigation

1. To access the maintenance feature of Labor Tracking supervisors navigate to Shop Floor Control > Configuration > Labor Tracking (Maintenance).

Figure 1: Labor Tracking (Maintenance)

Labor Tracking Maintenance.png

2. To utilize Labor Tracking to record labor hours employees navigate to Production > Labor Tracking (Operation).

Figure 2: Labor Tracking (Operation)

Labor Tracking Operations.png

3. To access labor statistics, administrators may navigate to: Reporting > MESWeb.

Figure 3: Labor Tracking Reports (MESWeb)

Labor Tracking Reports.png

4. Select a Labor Tracking sub-module.

NOTE: Only Supervisor users have access to Labor Tracking Maintenance.

NOTE: Only Administrators have access to Labor Tracking Reports in MESWeb Reports.

 

Labor Tracking Maintenance

Users with appropriate privileges can select the Labor Tracking Maintenance portlet to manage employees, add labor, and apply search filters in Labor Tracking.

It is possible to add, edit, or delete labor entered by selecting their respective buttons.

Figure 4: Add, Edit, and Delete Labor

Add Edit Delete Labor.png

NOTE: Only supervisors may update the date and time ranges.

 

Managing the Employee Number, Department, and Indirect Labor Type Fields

The Labor Tracking Maintenance portlet provides users with the ability to Add, Edit, and Delete labor entries. Within the Add and Edit functions, Employees, Departments, and Indirect Labor Types can also be managed. Selecting the Management Maintenance icon.png icon for any of these fields opens a new pop-up window with a list. This window gives users the ability to Add, Edit, or Delete items to the respective list. Any items added here are populated in their respective drop-down menus for selection. Employees added to the Employee List as well as any Departments or Indirect Labor Types added to their lists will also be added for users to select in the Labor Tracking Operations portlet.

Figure 5: Maintenance Labor

Maintenance Labor.png

 

Managing Employee Number

1. To manage the Employee Number, select the Maintenance Maintenance icon.png icon to the right of the Employee Number field. A new window will display an Employee list with the Ability to Add, Edit, or Delete Employee Number entries.

2. Select Add, Edit, or Delete from the menu, then enter, update, or delete the Code and Code Name fields. Select Ok.

NOTECode is used a reference designator for the Labor Type, where Code Name is the general name for the Labor Type itself (i.e. Meeting, Lunch, etc.).

NOTE: Any changes made to the Employee List will be reflected in their respective drop-down menus as well as in Labor Tracking Operations.

Figure 6: Employee List

Employee List.png

 

Managing Indirect Labor Type

1. To manage the Indirect Labor Type select the Maintenance icon.

2. Select Add, Edit, or Delete from the menu.

3. Enter, update, or delete the Code and Code Name fields. Select Ok.

Figure 7: Indirect Labor Type

Indirect Labor Type List.png

 

Managing Department 

1. To manage the Department, select the Maintenance icon.

2. Select Add, Edit, or Delete from the menu.

3. Enter, update, or delete the Department field. Select Ok.

 Figure 8: Department List

Department List.png

 

Add Labor

The Add function displays a pop-up window allowing supervisors to manage Labor with the ability to create Labor for an employee, as well as add the employee’s badge number and the Job number if it is Direct labor etc.


1. To Add Labor, select the Add Labor button from the Labor Tracking Maintenance functions menu. A Maintenance Labor pop-up window displays.

Figure 9: Add Labor

Add Labor Tracking.png

2. Enter the Employee number or select the Maintenance Maintenance icon.png icon to open the Employee List window, which provides the ability to Add, Edit, and Delete Employee Numbers. Any changes in this list will be reflected in the Employee Number drop-down menu.

3. Select either Labor or Absence in the Attendance Type drop-down menu.

4. Select either Direct or Indirect for Labor type.

  • If Direct was selected, enter the Job number (WO#).
  • If Indirect was selected, the Department and Indirect Labor Type fields display. Only Indirect Labor Type is a mandatory field.

5. Select the Start Date by selecting the Calendar Calendar-icon.png icon and the Start Time from the drop-down menu.

6. Select theEnd Date by selecting the Calendar Calendar-icon.png icon and the End Time from the drop-down menu.

Figure 10: Maintenance Labor - Expanded Menu

Maintenance Labor Exp.png

 

Edit Labor

The Edit function can be used to modify the Maintenance Labor information of a previous entry.

1. First search for an entry by using the Filter function (See Filter functions below).

2 Select an entry from the list by selecting the “+” to expand the entry. Then select the checkbox for the entry.

3. Select Edit from the Functions menu . The Maintenance Labor pop-up displays, where the provided fields can then be edited.

4. Once the desired changes have been made, select Save to finish or Cancel to abort.


NOTE: The Employee Name cannot be edited.

Figure 11: Edit Labor

Edit Labor.png

 

Delete Labor

Labor entries can be deleted with the Delete function. To perform this operation:

1. Search for the entry you wish to delete using the Filter function (see Filter below).

2. Select the entry by clicking the “+” to expand the entry’s information, then select the checkbox. The Delete function becomes available for selection.

 

Figure 12: Delete Labor

Delete Labor.png

3. Select Delete. A confirmation dialogue box displays. 

4. Select Yes tto continue.

 

Filter

1. To filter, complete the mandatory fields (i.e. Employee Name, Start Name, and End Date) and select Filter. The results are displayed in the Labor History.

Figure 13: Filter Settings

Labor Tracking filter.png

 

Labor Tracking Operations

The Labor Tracking portlet allows the employees to log worked hours.

 

1. To Clock In:


Select the Labor Type:

  • Direct Labor: Used for specific activities involving a Job (WO#) number. For this labor type, enter the Job number in the Job field that displays after the Direct Labor Type is selected.

 

Figure 14: Direct Labor Type

Direct Labor Type.png

  • Indirect Labor: Used for generic activities. For this labor type, select the Department and the Indirect Labor Type from the drop-down menus that are generated after the Indirect Labor Type is selected.

 

Figure 15: Indirect Labor Type

Indirect Labor Type.png

2. Once the fileds have been completed, select Clock In.

 

 

Labor Tracking - MESWeb Reports

MES Web's Labor Tracking report allows administrators to track employee labor records from a 90 day span. Administrators can then Print, Export, Share via Email/Link, or create a Snap Shot.

 

To view the Labor tracking report:

1. Select a Data Source.
2. Select a  Date Range.
 
NOTE: The Date Range suuports a maximum of 90 days.
 
3. Select whether or not the parameters should be hidden when report is executed.
4. Optional) Select the interval to refresh the report as needed.
5. Select Go
 
The report displays the Employee Number, Employee Name, Active status, Job, Start Date/Time, End Date/Time, and End Date/Time.
 
Figure 16: MESWeb Reports: Labor Tracking Functions
 
Labor Tracking Reports functions.png
 

Print

Allows users to Print the report locally.  To Print the report:

1. Select the Print button.

A window will display according to the user's specific print configuration and the file can be printed.

 

 

Export

The Export feature supports exporting the report to Google Sheets, Excel, CSV, or Plain Text.

To export to Google Sheets:

1. Select the Export drop-down menu. Then select Google Sheets.

2. Enter your Google credentials into the Google Drive Sign-In pop-up window.

Once permission has successfully been granted, reports can be exported to Google Sheets.

 

To export to Excel, CSV, or Plain Text:

1. Select the Export drop-down menu, then select the desired output format. 

The report will be automatically downloaded as the correct format. 

 

 

Share: Email/Link

To share the report via link:

1. Select the Share drop-down menu, then select Link.

A URL will be generated for the report that users can share.  

 

To share the report via email:

1.Select the Share drop-down menu, then select Email.The Email Report window displays, which allows users to send the report as an .xls, csv, XML, or text file.

2. Select a format from the Format drop-down menu.

3. Enter information for the To:, Subject:, and Body fields, then select Send.

 

 

Snapshot

This tool allows the user to create Snap Shots of a report within the Selected Parameters for a specified time. These Snap Shots can be configured to run on a schedule. For more information on Snap Shots, refer to Snap Shots.

 

Labor Tracking - Using SFDC Commands

SFDC commands can be used to clock in or clock users. A !!1 command is used at the Menu Selection prompt, and a !!2 is used in the Serial No? prompt.

  • The clockin command is run at a data collector at any time after the operator logs in. If an operator is already clocked in, running the command again will automatically end the previous labor record and begin a new record.

 

The format of the command is:


 !!1clockin.1.(WO#)-(Process_Name)

 

!!2clockin.2.(Description)
 
labor_type                         labor_data

 1 (Direct Labor)                 Job number (Work Order#)

 2 (Indirect Labor)              Department


 For example, to start a labor record for Shop Order 100501, scan:

!!1clockin.1.100501

or for a labor record for the Indirect Labor Type “Meeting,” scan:

!!2clockin.2.meeting

  • The clockout command is run at a data collector at any time after the operator logs in when there is an open labor record.


It is run as a !!2 command, which means that it is entered at the Serial Number? prompt.


The format of the command is:

!!1clockout

or
 !!2clockout

 

Document Revision History

/> /> /> /> />

Date

Author

Title

Version

Change Reference

04/09/12

Elaine Fonaro

Technical Writer

1.0

Initial User’s Guide

07/04/12

Keith Fuqua

MDS Business Analyst

1.0

Minor corrects, verbage changes.

03/19/14

Dane Parker

Technical Writer

1.0

Updated for MES15

10/08/14

Dane Parker

Technical Writer

1.0

Revised Content

04/27/16

Dane Parker

Technical Writer

1.0

Formatted to 42Q

09/14/2017

Lucas Hopkins

Technical Writer

1.0

Updated to reflect GUI changes and functionality.