Workshop Loading is an integral part of the Point-of-Sale (POS) system that allows you to search for availability of, and reserve, appropriate labour resource required to carry out the work that is necessary for a vehicle repair or service. It also ensures that labour that is clocked is properly analysed and costed to the appropriate jobs, and provides a reconciliation between labour bought and labour sold. This topic assumes that you are familiar with standard POS operation.
What do you want to do?
The following routine shows you how to load jobs in the workshop loading system.
To load workshop:
Open a new WIP.
Enter Labour details into the main Point-of-Sale WIP.
Click the 
button.
Tip: Alternatively, select the Load option from the Workshop menu.
The Workshop Launch Control form is displayed.
Click the Load button.
The Workshop Load form is displayed.
A grid of days of the week (horizontally) and skill categories (vertically) with a colour coding for element each is displayed.
Select the date to load the job.
Tip: To select a date, position the cursor over the date column heading that you want to view, and single-click the left mouse button.
A form is displayed showing the existing loading for the technicians on that date.
Note: Remember that at any time you can use the Undo or Undo all buttons to reverse any decisions that you have taken when loading.
Do one of the following:
Loading to Assigned technician level, click the Assign all in the Task to load group. The system will find the first technician with the highest efficiency in each of the skill categories involved, and allocate the task.
To assign individual tasks, one at a time to the best technician available at the earliest possible time, click the Assign button.
Note: Any individual tasks can be left un-assigned at this stage using the Leave button and carry on to assign the next task. If none of the remaining tasks require assignment at this stage, click the Leave all button.
If you want to start a job at a certain time, single-click the left mouse button on the required start hour at the top of the grid. The system will find the first technician with the highest efficiency for the first task's skill category, and allocate that first task to them. Click the Assign all button to allocate the subsequent task and the system will load them to be completed as soon as possible after the completion of the first task.
If you want a job to be carried out by a particular technician, single-click the left mouse button on the appropriate technician on the left hand side on the grid.
Loading to Unassigned technician level, click the Leave all button, you still save the loading at an unassigned status. The status of the labour lines will be set to Booked.
To load the work, click the Save button.
The Workshop Launch Control form is displayed when you click the button on the toolbar.
Tip: Alternatively, select the Load option from the Workshop menu.
This Job
Load: Click the Load button to access the Workshop Load form.
Check In/Out: Click the Check In/Out button to access the Check In/Out form.
Progress: Click the Progress button to access the Progress of Tasks on WIP form.
Note: The Progress button is only enabled when accessing the Workshop Launch Control form from a WIP with tasks that have already been loaded.
Here and Now
Note: The Here and Now group is only enabled when accessing the Workshop Launch Control form when no WIP or Labour details are present in the main POS form.
Technicians: Click the Technicians button to access the Technicians form.
Jobs: Click the Jobs button to access the Jobs form.
Activity: Click the Activity button to access the Activity form.
Planning
Note: The Planning group is only enabled when no WIP or Labour details are present in the main POS form.
Load: Click the Load button to access the Workshop Load form.
Numbers: Click the Numbers button to access the Workshop Numbers form.
Push buttons
Cancel: Cancels the search of workshop loading and returns you to the WIP.
Scope: Click the Scope button to access the Scope form, this is used in 24 hour operations to determine whether a controllers shift is still within the current scope. As soon as controller logs in outside of the scope a new scope form is requested and written back to the operator's file. You can amend the scope form by selecting a number which will move the scope in 12 hour blocks highlighted in red.
Note: The Scope is only available when the Start hour and End hour fields in the system parameters are set to 0 and 24.
Help: Displays help on the current application using the default browser.
