Production Planning - Settings

Overview

Production Planning assists organisations in managing all their production tasks. The settings listed on this page are required to use this module.

Settings

Info

The tasks on Tracker and the Planning Board are updated based on a combination of user and general settings, as follows:

Scan Service ID - Don't Combine Tasks: The Task is matched on the Service ID.

Scan Service ID, Combine Tasks: The tasks are matched on User, PB Stage setting and WO No.

Scan WO No.: The tasks are matched on User, PB Stage setting and WO No.

User Settings

Navigation

Main Menu > Office > My Organisation > Staff (tab) > double-click a name to edit the record > Settings (tab)

Planning Board

Field Description
Planning Board > Automatic RefreshYes or No.
Planning Board > Editing AllowedYes or No.
Planning Board > Settings - Access AllowedYes or No.

Tracker App

  • Tracker > Custom Firebird Stored Procedure - Create a File:Enter a File Name.
  • Tracker > Custom Firebird Stored Procedure - Execute:Enter the execution file name.
  • Tracker > Digital Delivery Notes - Access Allowed: Yes or No.
  • Tracker > Enter a Note on Stop: Yes or No.
  • Timekeeping: Enabled Non-Conformance Reports (NCR): Yes or No.
  • Timekeeping: Select to Start/Stop WO
    • Select from Queue (Touch)
    • Enter WO No. (Scan or Keypad)
    • Enter Service ID (Scan or Keypad)
  • Timekeeping: Set Status on Stop
    • N/A
    • Confirm
    • Complete
    • Part Complete
  • Timekeeping: Use the Cost Centre linked to the Service: Yes or No.
  • Tracker Login (PIN):Enter a numerical login pin for the Tracker Application.

General Settings

Navigation

Main Menu > Setup > Settings & Defaults > Settings (tab)

Note

The defaults are the values for new databases and new users. Your database may have different values.

Setting Description Default
Planning Board > Combine Services linked to the same Cost CentreYes or No.Yes
Planning Board > Enable Timekeeping on Planning BoardYes or No.No
Planning Board > Update Planning Board (Menu Caption & SQL)Edit SQL (lets you customise your captions using SQL).None
Planning Board > Hide New Tasks from Board ViewYes or No. Hides stages from the Planning Board "Board" view if their default is set to "New".No

JDF Switch Settings

  • JDF Switch > Artwork Folder (Linux: /FolderName/; Windows: \FolderName\):Enter a path (e.g. C:\Temp\Artwork\).
  • JDF Switch > Caption - Custom input field 1:Enter a caption.
  • JDF Switch > Caption - Custom input field 2:Enter a caption.
  • JDF Switch > Caption - Custom input field 3:Enter a caption.
  • JDF Switch > Caption - Custom input field 4:Enter a caption.
  • JDF Switch > Caption - Custom input field 5:Enter a caption.
  • JDF Switch > Caption - Custom input field 6:Enter a caption.
  • JDF Switch > Enable Syspro uploads (XML): Yes or No.
  • JDF Switch > FTP Host:Enter the name of the Host.
  • JDF Switch > FTP Password:Enter the FTP Password.
  • JDF Switch > FTP Port:Enter the FTP Port (e.g. 21).
  • JDF Switch > FTP User:Enter the FTP User name.
  • JDF Switch > Job Folder (Linux: /FolderName/; Windows: \FolderName\):Enter a path (e.g. C:\Temp\Switch\).
  • JDF Switch > Use FTP: Yes or No.

Work Shifts

Navigation

Main Menu > Office > My Organisation > Work Shifts (tab)

Info

Jobs are allocated based on the hours available under Work Shifts.

Add Work Shift Interface

Field Description
∧ ∨Navigates to the next or previous Work Shift.
New Work ShiftCreates a new Work Shift.
SaveSaves any changes.
CopyCopies a Work Shift to create a new Work Shift.
DeleteDeletes the Work Shift.
CloseCloses the Work Shift popup.
Add Day/HoursAdds a day or hours to the board.
Batch UpdateChanges the following fields for all the selected records once Update (button) is clicked:
  • Start Time: Changes the Start Time to the time selected in the adjacent field.
  • End Time: Changes the End Time to the time selected in the adjacent field.

Fields Explained

Info

Fields marked in green (✎) can be edited.

Field Description
IDThe system-generated number for the entry.
Day of WeekThe applicable Day of the Week.
DescriptionA description of the shift (e.g. Monday early shift).
StartThe time the shift Starts.
EndThe time the shift Ends.
X Rate/HrThe Hourly Rate that the shift costs.
Break (Hrs)The total number of hours lost to Breaks (e.g. lunch and tea breaks).
Menu (...)A submenu allowing you to Copy or Delete the entry.

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