This form is displayed when you do one of the following:
Click the Load button in the This Job group on the Workshop Launch Control form when in a WIP (Load tasks when?)
Click the Load button in the Planning group outside of a WIP (Actual load hours)
From this form, you can obtain workshop availability time for a general enquiry and make a booking for a customer with a loan vehicle, or arrange a collection and delivery.
Note: The help files for the Loan Vehicle Diary and Loan Vehicle bookings should be read first before making any bookings for Loan vehicles.
Tip: To make a booking for a customer, a WIP needs to be created with the relevant RTS lines added.
Menu bar
File...
Exit: Returns you to POS
Note: The options below are only displayed when you click the Load button in the Planning group on the Workshop Launch Control form.
Technicians: Displays the Technicians form
Jobs: Displays the Jobs form
Activity: Displays the Activity form
Load: Displays the Load form (not enabled)
Numbers: Displays the Numbers form
Links: Displays the Loan Vehicle Diary, Display capacity hours, Loan vehicle legend and the Holiday planner.
Reports (If installed): Displays up to five Point-of-Sale (SO) reports which can be run from here
Help: Displays help on the current application using the default browser
Toolbar
Returns you to POS
Note: The options below are only displayed when you click the Load button in the Planning group on the Workshop Launch Control form.
Allows you to access the Technicians form
Allows you to access the Jobs form
Allows you to access the Activity form
Allows you to access the Load form
Allows you to access the Numbers form
Allows you to access the Loan Vehicle Diary in display mode only, no bookings can be made from here. This allows the user to view the availability of loan vehicles when making a booking for a customer.
Displays the Loan vehicle legend
Allows you to access the Holiday planner
Displays help on the current application using the default browser
Note: The help files for the Loan Vehicle Diary and Loan vehicle bookings should be read first before you make any bookings for loan vehicles.
Workshop Load grid
The Workshop loading grid displays all the skills that are used for loading work and the date range that has been set. To load work for a specific day click the Date header to open the Day Form and then load to a specific technician or leave the job as Unassigned.
Quick loading menu options (If installed)
The allocate car options are to be used when making a quick booking for the day required. If you need to be more precise on the booking you should use the Loan vehicle diary. When all the loan vehicles have been booked out for a particular day then the right-click options to allocate a car will become unavailable.
Tip: The Quick loading options are available from the Load and Loan Vehicles and Collections grids.
To load a job quickly without going into the Day form, right-click the required date and select one of the following menu options:
Load work assigned: Loads the work for the day selected and displays who the work has been booked to and at what time. If the job rolls over to the next day the End of shift form is displayed and you have to book the work manually as normal.
Load work assigned and allocate car: Loads the work for the day selected, and displays who the work has been booked to, at what time, and the loan vehicle registration number. If the job rolls over to the next day the End of shift form is displayed and you have to manually book the work as normal.
Load work unassigned: Loads the work for the day selected into the unassigned jobs.
Load work unassigned and allocate car: Loads the work for the day selected into the unassigned jobs and displays the loan vehicle registration number that has been booked.
Allocate car for day: This option is to be used when the work has already been loaded into Workshop Loading and the loan vehicle is booked afterwards. This will display the loan vehicle registration number that has been booked.
Note: When you select a day on either grid header and the job rolls over to another day, the loan vehicle booking will not do the same. It will only book the vehicle out for the day you selected.
Display capacity hours (If installed)
Capacity: Total hours from the resource calendars for that day
Assigned: Total number of assigned hours for that day
Unassigned: Total number of unassigned hours for that day
Remaining: Capacity hours plus (Hours Remaining for day) minus (Assigned and Unassigned hours)
Note: The Remaining hours will take into account the current time of day and reduce the hours remaining as this makes more sense when booking work. This can therefore be a negative value if you have work still to complete.
Loan Vehicles and Collections (If installed)
Tip: The right-click quick booking menu options are also available on the date header grid just like the load form grid. The date headers will also highlight in blue when you search for WIPs.
The Loan Vehicles and Collections grid displays all your loan vehicles in their respective loan car group and the total amount of Collection and Deliveries available to book out.
Create your WIP in Point-of-Sale as normal and then click the Workshop launch control icon.
Click the Load button.
Select the Collect and/or Deliver column headings and these will highlight in blue.
Continue and book the WIP into Workshop loading as normal and save the WIP. The collection and delivery have been booked.
The description text Collection/Delivery booking is displayed on the WIP under the New product field. This is displayed regardless of what is booked.
Tip: When you re-load the WIP and a collection and/or a delivery has been booked, the program will highlight the Collect and Deliver headings in cyan just like the date on the Load grid.
To remove a collection or delivery booking, load up the WIP, go back into Workshop Loading and un-select either or both of the Collect and Deliver headings, then save the WIP.
When moving jobs within Workshop Loading you will get a message about bringing the dates into line as normal. If any job has a collection and delivery booked the program will move the dates of these too, depending on how you answer the prompt. No leaves the collection and delivery booking on the original date, Yes moves the collection and delivery to the new date.
Note: A collection and Delivery can be added to the WIP at any time so long as the customer dates are supplied. A message is displayed if no dates are set when making a booking.
Tip: You can over-book on collections and deliveries once you have reached zero in the Loan Vehicles and Collections grid. These will be displayed as zero but with a red background.
The colour coding will identify whether there is sufficient availability of Loan vehicles.
Colours
Description
Red All vehicles have been booked out for the day.
White Vehicles are available for the day.
The loan vehicle groups are controlled and displayed from your User access control in CRM. When a booking is made and the customer has a Courtesy car group set up in their customer record, the grid will highlight the group that the customer is entitled to in the colour grey. When all the loan vehicles have been booked out for a particular day then the right-click options to allocate a car will become unavailable.
Tip: The Loan Vehicles and Collections grid works with the Range buttons and the calendar in exactly the same way as the Load form.
Actual Load group
The colour coding will identify whether there is sufficient capacity to carry out different types of work required on any of the future days.
Colours
Description
Light blue Shown only when the form is accessed from within a WIP and indicates the date on which the task or tasks will be started.
White There is no load for the skill on that day.
Green The loading for the skill on that day is below the maximum value set in the Aim to load %age field on the WL System Parameters.
Yellow The loading for the skill on that day is between the Aim to load %age and 100% of the available hours.
Red The loading for the skill on that day is more than 100% of the available hours.
Black Shown only when the form is accessed from within a WIP. No loading is available for the skill on that day.
Grey Shown only when the form is accessed without a WIP and indicates the dates which are unavailable, for example bank holidays and Sundays.
Note: The percentage hours are set by the WL system parameter Aim to load %age.
Hours - Actual load (hours): Changes the display in the grid so that each field shows the Actual loading in hours
% age - Actual load (%age): Changes the display in the grid so that each field shows the Actual loading as a percentage
Graph (If installed): Displays the Capacity hours for each skill and the Assigned and Unassigned hours already booked
Capacity group
Hours - Remaining hours (actual): Changes the display in the grid so that each field shows the Remaining loading in hours (Shift hours plus Availability on Resource record)
Adjusted - Remaining hours (adjusted): Changes the display in the grid so that each field shows the Remaining loading in hours (Shift hours plus Efficiency from Tech ability)
Headcount: Changes the display in the grid so that each field shows the number of Technicians with the corresponding skill
Note: Technicians with multiple skills will be duplicated in each category. Any Secondary skills linked to technicians will also be highlighted.
Tip: Click a number field to display the Names form relating to that date.
When?: After viewing the Capacity grids to determine the required loading date, click this button to return to the Load tasks when? Grid.
%age left - Remaining hours (%age): Changes the display in the grid to show the remaining capacity hours left to load in the workshop as a percentage.
Tip: You can set the %age left to be your default display when selecting Load from the Workshop Launch Control form if you set your Default screen to be Capacity Hours (%age) on your Operator file.
When the %age left is set the Actual load legend changes to start at 100% down to 0% and will not go into a negative value. If over-booked the percentage remaining will show as zero.
Range group
Select one of the following radio buttons:
Short: Changes the grid display in line with the Short range field in the WL System Parameters
Long: Changes the grid display in line with the Long range field in the WL System Parameters
Calendar group
The calendar represents the date on the Actual load grid. If you select a date the load grid will move accordingly putting the date at the beginning of the grid. The calendar is linked to the Range group and will only display the correct amount of days in the short range and the long range according to the parameter. The calendar will always default to today's date when selecting the Load grid within workshop loading.
Shifts (If installed)
Select the required shift from the drop-down menu.
Tip: Selecting a shift from the drop-down and moving between Workshop Loading forms will keep the shift selected.
Teams (If installed)
Select the required team from the drop-down menu.
Note: This will depend on what you have set in the Teams field in your Operator details. If it is set to blank then All teams will be available. If it is set to one team then that team will be defaulted in and you will get the option to view all the teams. If you have more than one team then the default will be All my teams with the option to view all the teams or each individual team.
The Workshop Loading Integration with Point-of-Sale
