The Workshop Loading system was designed to enable time recording via the clocking function within the Point-of-Sale module, or via an external time clock. Immediate recording of time might not always be essential, and time-sheets can be entered in a batch mode the following day.
Each transaction should be entered in chronological order for a particular employee. Against each transaction, a WIP number and a line number may be entered, plus the relevant time.
To input a time-sheet clocking entry:
Create the WIP in Point-of-Sale, adding the labour lines to be updated, and setting the lines to L status.
Save the WIP.
Select the time type from the WL system parameter 
drop-down for Batch time type.
Select the Batch input time sheets option from the WORKSHOP LOADING Main Menu.
The Batch Input Time-sheets form is displayed.
Select the Resource from the drop-down menu.
Enter the relevant details and click OK.
After the time-sheet or clock card for one technician has been completed, continue with the next resource code.
After all technician clocking's have been entered, press the ESCAPE key to return to the WORKSHOP LOADING Main Menu.
Note: Once you have made your clocking's, you can review them by clicking Review to check for any mistakes, and Amend or Delete them as necessary so long as you have the priority to do so.
This form is displayed when you select the Batch input time-sheets option from the WORKSHOP LOADING Main Menu. It enables you to input a time-sheet clocking entry.
Input:
This group box contains details from the time-sheets for the individual resource, as follows:
Time type: The Batch time type that has been set in the WL system parameters for clocking.
Resource: Resource selected from the drop-down
Date in: Date in for when the clocking took place.
Factor: Factor time to increase cost of labour sales for overtime, and so on, where applicable. (If installed.)
Note: You can change the factor rate by either clicking the field directly or tabbing all the way through the form to the Factor field. Examples of factoring are: Std. Time = 1, Time & a half = 1.5 and Double time = 2.
Alternatively you can use the factored codes from the drop-down menu from the Factor field.
Note: To use factor codes you will need to create some factor codes in the Factored times menu option. Once you have done this the Factor field will change to a drop-down menu with your newly created factored codes displayed in them.
Tip: A factor code will have to be selected for all clocking's including idle codes.
Time in (HH:MM): Time in of actual clocking.
Note: This is displayed in Normal time or Decimal time depending on the WL system parameter for Batch time type.
WIP no: WIP number that the technician has clocked on/off.
Tip: A warning message is displayed if you enter a WIP number that has invoiced lines on it. Yes enables you to continue and No returns you to the WIP no field.
Display text: Displays the text of the Customer and Address line 1, Company name or the Vehicle description depending on the WL system parameter Batch WIP info and how it is set.
Line no: One of the following line number methods for the selected WIP, used to create clocking's against individual lines or the whole WIP number selected that the technician has worked on:
Valid individual line numbers that exist on the WIP number
Enter * (asterisk), and tab to display the Batch Clock Off Lines on WIP Form showing valid labour lines on the WIP number.
Enter the number 0 (zero) and tab has the following results depending upon system parameter settings
Assumes that the selected technician is being clocked against all lines on the WIP number.
Forces the entry of a valid WIP line number.
Note: Valid labour lines with auto-update times taken on the WIP number are at a load status of B,L,A,P. Any labour lines at load status Deleted or at Memo, will not show in the list of valid lines. Any lines shown as already invoiced will allow clocking, but will not be able to update the WIP number time taken, as the account's postings have already been made.
Tip: A warning message is displayed if you enter a Line number that has been invoiced. Yes enables you to continue and No returns you to the WIP no field.
Idle code: Idle code required when entering idle time.
Date out: Date out when the clocking took place.
Time out: Time out of the actual clocking.
Note: This is displayed in Normal time or Decimal time depending on the WL system parameter for Batch time type.
Reason: Select the required job completion code from the drop-down
P = Awaiting parts
L = Awaiting labour
A = Awaiting authority
C = Completed
Buttons:
OK: Processes the clocking.
Progress:
Clocking entries are recorded here. Every time an entry is made, the counter increments per resource and per session. This enables you to cross-reference the clocking entries made against the entries on the time-sheet.
Resource Entries: Entries recorded per resource.
Hrs.Mins: Time taken for entries recorded per resource.
Session Entries: Entries recorded this session.
Hrs.Mins: Time taken for entries this session.
Message Area:
Displays advice on the entry requirements for the selected data field or details of the last clocking recorded for the Resource entered.
Buttons:
Exit: Returns you to the WORKSHOP LOADING Main Menu.
Help: Displays help on the program in your default company browser.
Review: Reviews all your time-sheet entries. Displays the Clocking Adjustments form, where any errors or missed clocking can be corrected.
This form is displayed when you enter * (asterisk) into the Batch Input Time-sheets forms Line No data field.
WIP Lines Area:
This group box contains a list of the labour lines on the WIP number, as follows:
Line: Displays the labour WIP line number.
Description: Displays the description of the WIP labour line.
Skill: Displays the Skill Type required to action the WIP labour line.
Worked On: Entry filed used to indicate that the WIP line labour line is being worked on.
Progress Status Colour Buttons:
Waiting: The vehicle has been checked in but one or more Technicians have not started on any of the tasks.
No-show: The vehicle has not arrived / been checked in.
Stopped: One or more of the tasks on this WIP are stopped, awaiting Labour, Parts, Authority or Others.
In progress: Technicians are working on one or more of the tasks on this WIP.
Complete: All the tasks on this WIP have been completed, but the Invoice has not been printed.
Invoiced: All tasks have been completed; the Invoice has been printed, but the Vehicle has not been checked out.
Buttons:
OK: Returns you back to the Batch Input Time-sheets form applying any changes.
Cancel: Returns you back to the Batch Input Time-sheets form without applying any changes.
Help: Displays this help topic in your default company browser.