Timekeeping View

Overview

Production Planning assists organisations in managing all their production tasks.

The Timekeeping view displays all the timekeeping records.

Navigation: Main Menu > Production > Production Planning > Menu (button) > Timekeeping

Table of Contents

List View

Buttons Explained

View: Generates a list of jobs based on the selected filters.
Edit: Allows the Quantity fields to be edited.
Actions: Performs the action on all the selected records. The options are:
- Batch Update: Allows users to perform an action on all the selected records once the information is supplied and Update (button) clicked.
  - Status: Changes the item's Status to the one selected on the dropdown list.
  - Completed Qty: Changes the Completed Quantity to the quantity typed in the block.
  - Spoiled Qty: Changes the Spoiled Quantity to the quantity typed in the block.
Menu:
- Reset Data Filters: Resets the connected filters.
- Views: Switches to the different views:
  - Dashboard: A visual representation of all the Stages.
  - Jobs: A list of all the Jobs in the queue.
  - Tasks: This view displays all the Tasks in Planning in a grid view.
  - Materials: A list of all the Materials needed and their Availability.
  - Outwork: A list of all the outsourced jobs and their Statuses.
  - Board: This view is an ordered list of the production Stages - each Stage containing an ordered list of Tasks or Groups (Task Packages).
  - Gantt: A detailed list of every Stage or Job, listing all the tasks and times accompanied by a visual representation.
  - Timekeeping: A list of all the Timekeeping Records.
- Settings
  - Edit Stages: Creates the stages that are displayed on the graph.
- Export
  - Email Excel
  - Export Grid
- Layout & Grid
  - Save
  - Save (All Users)
  - Restore Default (All Users)

Filters Explained

Set: Allows users to select a date option (e.g. Today, This week, or to select No Date to view all the records).
Arrows: Adjusts the dates in the direction of the arrows.
Date ... to: Allows users to customise the dates.
Stage: A dropdown list allowing users to select All or a specific Stage.
Show: A dropdown list allowing users to filter the records to those that are Active, Complete or had their quantities changed (Qty Adjustments).

Fields Explained

Field Chooser (*): Allows users to add or remove columns.
ID: The system-generated number for the Timekeeping record.
TK Status: The colour-coded status of the timekeeping record. By default, any notes are displayed in blue directly below this field.
Trans No.: The system-generated number allocated to the transaction.
Item No.: The system-generated number allocated to the item.
NCR No.: The system-generated number allocated to the Non-Conformance Report.
Description: The job / item's description.
Customer: The customer who requires the job.
Text1: A user-defined input field (as per the Transaction Type). The captions will be set if only one Transaction Type is enabled for these modules.
Text2: A user-defined input field (as per the Transaction Type). The captions will be set if only one Transaction Type is enabled for these modules.
Text3: A user-defined input field (as per the Transaction Type). The captions will be set if only one Transaction Type is enabled for these modules.
Caption: The estimate's caption.
Stage: A description of the stage.
Task: A description of the task.
Tracking: A description of the tracking.
Cost Centre: The cost centre's code.
Workstation: The workstation's code.
Reference: The reference filled in on the source document.
Override by: The User who overrode the timekeeping record.
Operator (Code): The User whose timekeeping record it is.
Day: The day of the week.
Week: The week number.
Operator (Full Name): The full name of the User whose timekeeping record it is.
Start Date: The Start Date of the timekeeping record.
@ (Start Time): The Start Time of timekeeping record.
End Date: The End Date of the timekeeping record.
@ (End Time): The End Time of the timekeeping record.
Completed: The quantity of the item that was completed. This field is Editable if Edit (button) is clicked.
Spoiled: The quantity of the item that was spoilt. This field is Editable if Edit (button) is clicked.
Team: The number of team members.
Hour/s: The duration of the job.
Km: The mileage that was travelled for the job.
Approval Note: Any note the User who approved the transaction wrote.
Checked by: The name of the User that checked the timekeeping record and the date.
Menu (...): A context menu that can also be accessed by right clicking a line item.
- View / Edit Job: Opens the job on the Job board.
- Open Transaction: Opens the related transaction (e.g. Work Order).
- Open Cost of Sales: Opens the Cost of Sales for the linked item or service.
- Open Timekeeping: Opens the Timekeeping record in the Timekeeping module.