This form displays all the work that has been booked in for a particular day / shift, in the following order
The work can be loaded to a Resource (Assigned) or left as Unassigned work depending on how it is loaded.
The appearance of the form will differ depending on whether you are loading a WIP or outside a WIP when clicking the date field on the Title row of the Workshop Load form.
What do you want to find out about?
This option is available when you first go into the Load form and select the date from the title row without loading a WIP.
Time title row
The Title row displays the current time and the shift hours for the day.
Note: Clicking on the time will open the Unassign All form
Title column
The Title column displays the Short name from the Resources file. All Resource types are shown.
Note: The Resources will be highlighted when they are clocked to an idle code and clocked on to a WIP. Hover over the Resource when highlighted to give the WIP number or idle code that they have clocked onto.
Click any resource to display the pop-up message Unassign all tasks for that technician Yes or No.
If you click a resource type A for Advisor you will also get a further message displayed: Unassign appointment of WIP number? OK or Cancel. The job will be unassigned as long as you have a higher POS priority than the Unassign appointment priority in the Workshop Loading system parameters (If installed).
Right-click any resource to display the shortcut menu:
Edit availability: Opens the Resource Availability: Adjusted availability form
Note: The Edit availability option will only be displayed if the user's priority is higher than the priority set against the Workshop Loading main menu option Resource availability.
Remove rogue entries: Removes any tasks assigned to this Resource where the Point-of-Sale and Workshop Loading files are not synchronized. It will only remove entries for that resource created from the Terminal number that is now using the Remove rogue entries option.
Unassign all tasks: Unassigns all tasks for that technician
If you right-click a resource type A for Advisor you will also get a further message displayed: Unassign appointment of WIP number? OK or Cancel. The job will be unassigned as long as you have a higher POS priority than the Unassign appointment priority in the Workshop Loading system parameters (If installed).
Task load Grid
Displays all assigned tasks for the day and the technicians available to do the work including resource type O for other, for example MOT Bays and specialist equipment.
Note: Rollover tasks may have the character C in the first cell of a loaded task. What this means is that you have clocked on to this WIP and clocked off after the allowed time allocated for the previous day. If you then hover over the C the time already completed (Taken) from the previous day is displayed.
Right-clicking a task displays a shortcut menu:
View WIP: Opens the Loading details form
Cut and paste: Removes the task from its current loading and opens the Wizard form to allow the task to be reloaded. This will also update the Activity grid.
If you right-click a resource type A for Advisor you will also get a further message displayed: Unassign appointment of WIP number? OK or Cancel. The job will be unassigned as long as you have a higher POS priority than the Unassign appointment priority in the Workshop Loading system parameters (If installed).
Note: You cannot Cut and paste a task that is in progress.
Unassign Task: Unassigns the task for that technician
If you right-click a resource type A for Advisor you will also get a further message displayed: Unassign appointment of WIP number? OK or Cancel. The job will be unassigned as long as you have a higher POS priority than the Unassign appointment priority in the Workshop Loading system parameters (If installed).
Note: When you load a task into the load grid that will not go into today's shift the End of Shift form is displayed.
This tab enables you to identify the colours used in the fields on both the Task load grid (Assigned tasks) and Unassigned tasks grid.
If the Re-load all jobs option has run, all the previous day's work that has not been completed will be loaded into the Unassigned tasks tab.
Legend Group
Colours
Description
Clocked idle - Technician is currently clocked on to a idle code.
Clocked on - Technician is currently clocked on to a WIP.
Available - No task loaded for this time sector.
Unavailable - Unavailable time sector.
Assigned - Assigned Tasks booked for this day.
This job - All the tasks for this WIP are highlighted and displayed in the Assigned and Unassigned tasks grids.
Rollover - A task started in one shift but completed in a later shift. The tasks either side of the intervening rollover period will be shown in this colour. Rollover tasks may have the character ( C ) in the first cell of a loaded task.
Pinned - Where the Customer Waiting check-box on the Order or Workshop/Bodyshop tabs on the main Point-of-Sale form has been selected, the task for that WIP will display the letter X in the first cell of the task.
No resource - Where the Technician is no longer available to carry out the task.
Behind schedule - Indicates Unassigned tasks that are behind schedule.( The Taken time has passed the Allowed time ).
Note: Rollover tasks may have the character C in the first cell of a loaded task. What this means is that you have clocked on to this WIP and clocked off after the allowed time allocated for the previous day. If you then hover over the C, the time already completed (Taken) from the previous day will be displayed.
Total number of Unassigned tasks
WIP: WIP numbers for the Unassigned tasks
If you click the WIP number, all lines of that WIP will be loaded into the load wizard. Clicking the WIP column heading loads all unassigned tasks into the load wizard.
Note: If a task has rolled over and the Re-load all jobs option has run, you may get a message when trying to assign a task from the unassigned tasks tab. This is because part of that labour line still exists as assigned. Before you can continue the labour line must be completely unassigned.
Right-clicking a task displays a shortcut menu:
View WIP: Opens the Loading details form
Assign WIP tasks: Assigns the WIP to a technician
Line: Line numbers in the WIP for the Unassigned tasks
Click the line number to load that line into the load wizard.
Task: Text from the first line of the description for the RTS code
Skill: Skill required to complete the task
Time: Allowed time for this task
Taken: Taken time already completed for the task
Due out: The Customer date and time due out from the Order and Workshop tabs within a WIP in Point of sale.
Note: If the WIP is required for the current day then this will only display the time out.
This option is available when you first go into the Day form when loading a WIP using the Cut and paste option, or re-assigning a WIP from Unassigned tasks tab.
This form may be opened by:
Clicking the required day on the Title row of the Workshop Load grid on the Workshop Load form, when accessed from a WIP with tasks to be assigned
Clicking the required line on the Unassigned tab of the Activity form
Clicking the WIPno header in the Unassigned tab on the Activity form
Clicking the WIP or Line fields of the required task in the Unassigned Tasks group on the Day form
Clicking the WIP or Line fields on the Title row in the Unassigned Tasks group on the Day form
Note: The task description is displayed at the top left hand side of the form when loading work into the Wizard.
Time title row
The Title row displays the current time and the shift hours for the day.
Note: The system will not allow you to book work into the wizard before the current time.
Tip: You can assign work to the technicians by either clicking the time tile row for the selected hour you require, which will assign the work to the most efficient resource available at that time, or by clicking the current Time header.
Title column
The Title column displays the Short name from the Resources file. Technicians will only be highlighted if they have the required Skill for one or more of the tasks to be loaded.
As tasks are loaded they will be added to the grid. The time shown on the grid will be the time required to complete the task taking account of the efficiency of the Technician assigned. For example a two hour task, allocated to a Technician with an efficiency of 200%, will show as one hour on the grid.
Tip: You can assign work to the technicians by clicking the name of the technician whom you require to do the work.
Right-click any resource to display a shortcut menu:
Edit availability: Opens the Resource Availability: Adjusted availability form
Remove rogue entries: Removes any tasks assigned to this Resource where the Point-of-Sale and Workshop Loading files are not synchronized. It will only remove entries for that resource created from the Terminal number that is now using the Remove rogue entries option.
Unassign all tasks: Unassigns all tasks for that technician
If you right-click a resource type A for Advisor you will also get a further message displayed: Unassign appointment of WIP number ? OK or Cancel. The job will be unassigned as long as you have a higher POS priority than the Unassign appointment priority in the Workshop Loading system parameters (If installed).
View availability: Displays selected Resource Adjusted availability form for that day in display mode. A message will be given if no adjusted reasons on selected technician for that day.
Note: When loading a task in to the load grid that will not go into today's shift the End of Shift form is displayed.
Enables you to identify the colours used in the fields on both the Task load grid (Assigned tasks) and Unassigned tasks grid.
Legend Group
Colours
Description
This task - The Technician has the Skill required to do the task currently shown in the Task Group, but not all of the tasks to be loaded.
All tasks - The Technician has the Skill required to do all of the tasks to be loaded.
Available - This field on the grid is available for a task to be loaded as it is assigned as an active period on the calendars.
Unavailable - This field on the grid is unavailable for a task to be loaded as it is a dormant time as assigned by the calendars.
Other jobs - Tasks booked for this day - other than the task, or tasks, currently being loaded.
This job - All the tasks for this WIP are highlighted and displayed in the Assigned tasks grid.
Rollover - A task started in one shift but completed in a later shift. The tasks either side of the intervening rollover period will be shown in this colour. Rollover tasks may have the character ( C ) in the first cell of a loaded task.
Pinned - Where the Customer Waiting check box on the Order or Workshop/Bodyshop tabs on the main Point of sale form has been selected the task for that WIP will display the letter X in the first cell of the task.
Note: Rollover tasks may have the character C in the first cell of a loaded task. What this means is that you have clocked on to this WIP and clocked off after the allowed time allocated for the previous day. If you then hover over the C the time already completed (Taken) from the previous day is displayed.
Task to load Group
Skill: Skill required to complete the task to be loaded
Time: Allowed time for the task. This will be re-calculated to be the remaining time if the task already has clockings against it.
WIP / line: WIP and line number of the WIP being loaded into the Wizard
Push buttons
Undo: Removes the last loading detail entry from the Task Load grid
Undo all: Removes all loading entries made since entering the Day form
Leave: Loads the current task as Unassigned
Leave all: Loads all tasks awaiting loading as Unassigned
Assign: Assigns the task to the earliest available time and the most efficient Technician available at that time
Assign all: Assigns the tasks at the earliest available times and the most efficient Technician available at each start time
Save: Saves the loading details that have been entered and returns you to the Main Point of Sale form
Note: The Assign and Assign all buttons load work into the grid depending on the WL System Parameters for Load mode.
No. Unassigned tasks: Records the number of tasks that have been unassigned
Calendar Group
Enables you to move the task grid forward to the day you require.Shifts Group
Enables you to filter the resources shown in the Load grid by shift pattern.Teams Group
Enables you to filter the resources shown in the Load grid by teams.Tip: You can filter the Resources you see for each operator by entering the Team code into the Teams field on the POS Operators record.
Push buttons
Exit: Returns to the Workshop Load form
Cancel: Returns to the Workshop Load form
To book an appointment (customer waiting):
Create a WIP with the customer details and add the labour lines to the WIP.
On the Workshop / Bodyshop or Order tab select the Customer waiting check box.
Load the task as usual into Workshop Loading and Save the WIP.
The task loaded will now be displayed in the Day and Activity (Planned) forms Pinned and indicated with an X. This also updates the Jobs and the Activity (Unassigned) forms with a tick in the Pin columns.