Timekeeping (Production Planning)
Overview
When your Timekeeping Mode is Production, the Timekeeping tile lets you record time against production planning tasks, as the Tracker app does. The mobile and Tracker apps use the same settings, so a feature that is switched off does not appear.
Tracker Login
The first time you open Timekeeping on a device, the Set up this device screen asks how the device is used. The device remembers your choice.
- Shared device: Staff sign in here with their own PIN. Each person enters their PIN on the Enter Password keypad and taps Login.
- Just this device: Stay signed in as yourself. No PIN needed.
To change the choice, tap Device Mode below the keypad. See How to Share a Device.
List View
- Active Jobs: The tasks you are recording time on, with the start time and duration. Active jobs appear whichever stage you are viewing.
- Stage: The stage of the tasks on the list. Select a different stage from the dropdown list. Your default stage is set on the Edit Staff form (My Organisation > Staff (tab) > double-click a name).
- Search: Searches the list of tasks.
- Tasks: Each task shows:
- A circle in the status colour, with the first letter of the status.
- The Transaction Type code and number (for example, WO 644).
- The customer's name and, if applicable, the contact person.
- The description of the item that must be made, and the task.
- The expected duration in hours and the quantities as Required / Completed / Outstanding.
- For an active job, the start time and duration in green.
- Downtime (button): Records downtime for the workstation. Select a downtime reason, add a note if needed and start the downtime. It appears under Active Jobs, and you stop it as you stop a timekeeping record. Downtime reasons are set up in the desktop app's Timekeeping module (Menu (button) > Edit Downtime Codes lookup list).
Context Menu: Active Tasks
Tap an active task to open this menu.
| Option | Description |
|---|---|
| Edit Timekeeping | Add or edit the timekeeping record's note. |
| Stop Timekeeping | Opens the stop form:
|
| View Detail | See View Detail. |
| Add Image | See Add Image. |
| Add Note | See Add Note. |
| Create NCR | See Create NCR. |
| Log a Suggestion | Add a suggestion to improve production of the item. Select a Category first. |
| - Team + | The number of team members. Tap + or – to add or remove a team member. |
| Update Team | Updates the number of team members. If the timekeeping has been running for more than 30 seconds, the record is stopped and a new one is started with the new number of team members. |
Context Menu: Tasks
Tap a task to open this menu. Each option is explained below.
Start Timekeeping
You can record time on more than one job at a time. If another job is already active, the app asks "You are already tracking time against another Job. Continue?" before it starts this one.
Buttons Explained
| Button | Description |
|---|---|
| Start | Starts the timekeeping. |
| Cancel | Closes the form without starting the timekeeping. |
Fields Explained
| Field | Description |
|---|---|
| Workstation | The workstation you are working at. Tap the field to select a different one; the list can be searched. |
| NCR | Whether the task is linked to an NCR. Tap the field to select NCR Pending or Not linked to NCR. |
| Note | Enter a note. |
View Detail
Shows the job's details. Tap Close (button) to return to the list.
- Header: The transaction code and number (for example, WO 644), reference, customer, the description of the item being made and the quantity required on the left; the transaction date and the due date and time on the right.
| Tab | Description |
|---|---|
| Materials | The materials needed, with their quantities. |
| Routing | The tasks needed to complete the job. |
| Notes | Notes added to the transaction or linked transactions. |
| Attachments | The transaction's attachments. |
| NCR | Details of the linked NCR. Only appears if there is one. |
Add Image
- Take a photo with your camera. The first time, allow the app to use your camera.
- If you have no camera, or have not allowed the app to use it, tap Choose image or the picture icons in the left corner to upload an image instead.
- Enter a name for the image and tap Save, or tap Cancel.
Add Note
Opens a form where you can enter a note.
Create NCR
Creates an NCR for the work order. A work order that has an NCR shows its number and customer name in red. The NCR – Category setting (General Settings > Production Planning) must be set up first; otherwise a message asks you to set it.
Buttons Explained
| Button | Description |
|---|---|
| Keep | Saves the NCR. |
| Cancel | Closes the form without saving. |
Fields Explained
| Field | Description |
|---|---|
| Description | Select the NCR topic from the dropdown list. |
| Qty | Enter the quantity that was spoilt. |
| Note | Enter a note about the NCR. |