Tracker App Timekeeping Tutorial

Overview#

BOS Enterprise has a Tracker app that is designed for staff to record data as they produce or deliver goods. It can also be used for Field Service. It is integrated with Production Planning, Timekeeping, Deliveries and Field Service.

The Tracker app can be run in.

• Dual Mode (Connected and Offline): The application runs on a Local Database, which is populated from and then replicated to the Live Database when an internet connection exists. The Local Database is a metadata backup of the Live Database.
• Connected Mode: Connects directly to the Live Database without an offline option.

Tracker.exe can be downloaded from Tools or the Shared Drive\Downloads\... folder. For Dual Mode, create a Data folder that contains a metadata backup of the BOS Enterprise Database. Make the backup from the Live Database after it is upgraded.

This document explains how to use the Tracker App to record Production Timekeeping. Production Planning is generally integrated with Work Orders. 

💡These tutorials explain how to start, stop, pause and resume timekeeping in the Tracker app.

How to Log In to the Tracker App#

1. Open the Tracker App.
2. Using the onscreen keypad, type the pin that was issued to you.
3. Click Login (button).
   • Note: If the login button is green, it is connected. If the login button is red, it is disconnected. You can only download new tasks when the button is green.
4. If the login is successful, the Start screen appears.

How to Refresh the Data#

1. Log in to the Tracker App.
2. On the Start screen, click Refresh (button).

How to Start Timekeeping for a Job#

1. Log in to the Tracker App.
2. Click / Tap WO – Timekeeping (button).
3. The next tasks you should perform appear on the top of the list on the right. If nothing appears, click the large banner on the right that shows the name of a Stage. If there are multiple entries use the search bar to find the relevant entry.
   • Note: The banner changes to Select a Stage.
4. Double-click the next Stage on the list. If there are jobs for that stage, they are listed on the main screen.
5. Click the Task that is first on the list.
6. Click Start (button).
7. Click one of the Workstations on the screen.
   • Note: To select a different workstation, click All (button) for a list of other options.
8. Click Next (button).
9. If prompted, click one of these options:

   Field	Description
   Not linked to NCR	Applies to most cases.
   NCR Pending	Select this option if you are remaking some of the items or if you were instructed to select this option.
   NCR and Number	Select this option if an NCR was already created for the job.

10. Click Start (button).
11. The Start screen appears. The task you are working on appears on the list of Active Jobs on the left panel. The corresponding task on the right appears in green.

How to Stop Timekeeping#

1. Log in to the Tracker App.
2. Click WO – Timekeeping (button).
3. Click the red block on the active task you want to stop (left panel).
4. Confirm that you want to stop the task by clicking Yes (button).
5. Click Part-Complete (if the job is incomplete) or Complete if the job is finished.
6. Click Next (button).
7. If prompted, select a Task Status by clicking a coloured block:
   1. 🟨Yellow (first block): Pending
   2. 🟦Blue (second block): Active
   3. 🟩Green (third block): Complete
8. Click Stop (button).
9. You are returned to the Start screen. If a task is Complete, it is removed. If a task is Part-Complete it appears with the Quantities in this format A/B/C, where:
   • A: The number of items required.
   • B: The number of items made.
   • C: The number of items still to make.

How to Pause Active Jobs#

1. Open the Tracker App.
2. Click Manage (button).
3. Click Working (button) if it is not greyed out.
4. Select all the active jobs you want to pause by clicking them. (Click a job again to unselect it).
5. Click Pause (button) under Actions.
6. Click Yes (button) to confirm you want to pause the jobs.
7. Click Back to return to the login screen or close the Tracker App.

How to Resume Active Jobs#

1. Open the Tracker App.
2. Click Manage (button).
3. Click Paused (button)
4. Select all the paused jobs you want to resume by clicking them. (Click a job again to unselect it).
5. Click Resume (button) under Actions.
6. Click Yes (button) to confirm you want to resume the jobs.
7. Click Back to return to the login screen or close the Tracker App.

How to Record Downtime (DT)#

1. Log in to the Tracker App.
2. Click WO – Timekeeping (button).
3. Click Start Downtime (button).
4. Click Yes (button) if you are told that you are already tracking time against another job to continue with downtime (e.g. if you want to record downtime for a different workstation).
5. Click the applicable Workstation on the list.
6. Click Next (button).
7. Click a Downtime Code.
8. Click Start (button).
   • Note: If downtime codes are not set up, Steps 6 and 7 are skipped.
9. When the Workstation is operational, click Stop on the Active Job that shows Downtime.
10. Confirm that you want to stop the job.

How to Log Out the Tracker App#

1. Click Logout (button).
   • Note: You can log out of the Tracker if a timekeeping record is still open and the timekeeping record continues. You are alerted that a timekeeping record is open only when you log out of BOS Enterprise (not the Tracker App).

How to View Job Progress on a Work Order#

1. In BOS Enterprise, open the Work Order you want to view (e.g. Main Menu > Production > Work Orders > Double-click a planned Work Order).
2. From the open Work Order, click Menu (button) > View / Edit Production Planning.
3. A list of jobs, number of hours and progress percentage appears.
   • Note: If the job has not yet been started, the number of hours displayed is the estimated number of hours.

How to View Job Progress in Production#

1. Navigate to Production Planning (e.g. Main Menu > Production > Production Planning).
2. Click Menu (button) > Board.
3. Enter the Work Order Number in the Search block and press Enter.
4. The applicable entry appears, showing the time taken and quantities completed.

How to Add a Job in Production to Appear on the Tracker App#

1. Navigate to Production Planning (e.g. Main Menu > Production > Production Planning).
2. Click Menu (button) > Board.
3. Right-click a job that is ready and select Open Kanban Board.
4. On the Kanban Board, drag jobs from the Planned section to the Ready Section.
   • Note: Once the jobs are in the Ready section, they should appear on the Tracker.
   • Note: If the Tracker is used online, jobs are moved to Busy and Complete as operators access and complete the jobs.