Difference between revisions of "How do I record labour in the workshop?"
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==Summary== | ==Summary== | ||
| − | This article explains how to add | + | This article explains how to add or allocate labour to a workshop job using the Real Time Labour Recording option. |
| − | == | + | ==Setting Up== |
| − | |||
| − | === | + | ===Parameters=== |
| − | + | Go to {{Menu|Workshop Management|Maintenance Options|Parameters|Real Time Labour Entry}}. | |
| − | + | * There are two ways you can choose to record labour. At {{DataPrompt|Add Chargeable Labour Items?}}, choosing "Y" will mean that a new labour item is created every time a technician clocks off a job. The time the technician has spent working on the job will be stamped on both the chargeable and the actual time on the new labour item. Choosing "N" will mean that when a technician clocks off a job, the time he has spent working will be allocated against existing labour items. In this option, you are able to clock a technician onto a particular labour item. The advantage of using the system in this way is it keeps the chargeable and actual time separate allowing you to see the performance of the workshop. | |
| − | + | * At {{DataPrompt|Automated Day End Time}} you may enter a time at which all technicians will be automatically logged off the jobs they are working on. You may enter a time of {{DataValue|00:00}} to disable this feature. | |
| − | + | * At {{DataPrompt|Minimum Charge Period:}} Set the minimum number of minutes to charge for e.g. if you set it to {{DataValue|15}} then time spent on the job will be rounded up to the nearest fifteen minutes when the charge to the customer is calculated. The actual time spent on the job is not rounded up. This option only applies when {{DataPrompt|Add Chargeable Labour Items?}} is "Y". | |
| − | * | ||
| − | |||
| − | |||
| − | + | * At {{DataPrompt|Status For Jobs In Progress}} you may enter a status code to set the job to when a technician is working on the job and the job's current status is the default one. | |
| − | * | ||
| − | |||
| − | |||
| − | === | + | ===Creating Activity Types=== |
| + | You will have a default set of activity types set up for you but you may want to add some that are specific to your organisation. To do this: | ||
| − | ====To | + | * Go to {{Menu|Workshop Management|Maintenance Options|Labour Logging Maintenance|Add or Edit Activity Types}} |
| + | * Press {{Button|Add}} or {{KeyPress|F6}}. | ||
| + | * At {{DataPrompt|Activity Type}}, type a suitable three character code for this activity type. | ||
| + | * At {{DataPrompt|Description}}, type a suitable description for the activity type. | ||
| + | * At {{DataPrompt|Colours}}, if required, choose text and background colours for the activity type. | ||
| + | * On the {{DataPrompt|Parameters}} tab, at {{DataPrompt|Category}, enter {{DataValue|PRI}} to mark the activity type as a printable item. | ||
| + | * Press {{Button|Done}} or {{KeyPress|ESC}} and then {{Button|Accept}} to save the activity type. | ||
| + | |||
| + | ===Printing Barcode Labels=== | ||
| + | To use the Real Time Labour Recording with a barcode scanner you will need to print out a label for each technician and for each activity type. | ||
| + | * Go to {{Menu|Workshop Management|Maintenance Options|Labour Logging Maintenance|Print Activity Time Barcodes}} | ||
| + | ** At {{DataPrompt|Print Record}}, select the print record you want to print the labels to. | ||
| + | ** Press {{Button|Print}} or {{KeyPress|F2}} to print out the activity barcodes. | ||
| + | * Go to {{Menu|Workshop Management|Maintenance Options|Labour Logging Maintenance|Print Labour Code Barcodes}} | ||
| + | ** Enter the technician's Labour Code | ||
| + | ** Press {{Button|Start}} or {{KeyPress|F2}} to print out the labour barcode. | ||
| + | ** Repeat this for each technician. | ||
| + | |||
| + | ==Recording Labour in Real Time== | ||
Go to "Workshop Management" -> "Real Time Labour Recording". | Go to "Workshop Management" -> "Real Time Labour Recording". | ||
| + | |||
| + | In this option, information is recorded in real time. Time will be recorded for one activity per technician until a new activity is started or until the technician logs off. | ||
| + | |||
| + | ===To Clock onto a Job=== | ||
* Scan the Technician’s barcode label or type their labour code and tap {{KeyPress|Enter}}. | * Scan the Technician’s barcode label or type their labour code and tap {{KeyPress|Enter}}. | ||
| − | * Scan the barcode printed | + | * Scan the barcode printed for the labour item or the barcode for the jobcard or type the job number and tap {{KeyPress|Enter}}. |
| − | |||
| − | |||
| − | + | ===To Clock onto a Downtime Activity=== | |
| + | * Scan the Technician’s barcode label or type their labour code and tap {{KeyPress|Enter}}. | ||
| + | * Scan the activity barcode or type the three character code for the downtime and tap {{KeyPress|Enter}}. | ||
| − | + | ===To Finish the Current Activity=== | |
| − | * Scan the Technician’s barcode label | + | * Scan the Technician’s barcode label or type their labour code and tap {{KeyPress|Enter}}. |
| − | * Scan the | + | * Scan the {{DataValue|Finish}} label or type {{DataValue|FINISH}} and tap {{KeyPress|Enter}}. |
| − | |||
| − | === | + | ===To Log a Technician Off=== |
| − | + | * Scan the Technician’s barcode label or type their labour code and tap {{KeyPress|Enter}}. | |
| + | * Scan the {{DataValue|LogOff}} label or type {{DataValue|LOGOFF}} and tap {{KeyPress|Enter}}. | ||
| − | + | ===To Add a Stock Item to a Job=== | |
| − | + | If a technician is working on a job, he may add a stock item to the invoiced items. To do this: | |
| − | + | * Scan the Technician’s barcode label or type their labour code and tap {{KeyPress|Enter}}. | |
| − | * | + | * Scan the barcode for the stock item or type the stock code and tap {{KeyPress|Enter}}. |
| − | {{ | ||
| − | *{{ | ||
==See also== | ==See also== | ||
Revision as of 15:08, 11 September 2012
Contents
Summary
This article explains how to add or allocate labour to a workshop job using the Real Time Labour Recording option.
Setting Up
Parameters
Go to " Workshop Management Maintenance Options Parameters Real Time Labour Entry".
- There are two ways you can choose to record labour. At "Add Chargeable Labour Items?", choosing "Y" will mean that a new labour item is created every time a technician clocks off a job. The time the technician has spent working on the job will be stamped on both the chargeable and the actual time on the new labour item. Choosing "N" will mean that when a technician clocks off a job, the time he has spent working will be allocated against existing labour items. In this option, you are able to clock a technician onto a particular labour item. The advantage of using the system in this way is it keeps the chargeable and actual time separate allowing you to see the performance of the workshop.
- At "Automated Day End Time" you may enter a time at which all technicians will be automatically logged off the jobs they are working on. You may enter a time of '00:00' to disable this feature.
- At "Minimum Charge Period:" Set the minimum number of minutes to charge for e.g. if you set it to '15' then time spent on the job will be rounded up to the nearest fifteen minutes when the charge to the customer is calculated. The actual time spent on the job is not rounded up. This option only applies when "Add Chargeable Labour Items?" is "Y".
- At "Status For Jobs In Progress" you may enter a status code to set the job to when a technician is working on the job and the job's current status is the default one.
Creating Activity Types
You will have a default set of activity types set up for you but you may want to add some that are specific to your organisation. To do this:
- Go to " Workshop Management Maintenance Options Labour Logging Maintenance Add or Edit Activity Types"
- Press [Add] or <F6>.
- At "Activity Type", type a suitable three character code for this activity type.
- At "Description", type a suitable description for the activity type.
- At "Colours", if required, choose text and background colours for the activity type.
- On the "Parameters" tab, at {{DataPrompt|Category}, enter 'PRI' to mark the activity type as a printable item.
- Press [Done] or <Esc> and then [Accept] to save the activity type.
Printing Barcode Labels
To use the Real Time Labour Recording with a barcode scanner you will need to print out a label for each technician and for each activity type.
- Go to " Workshop Management Maintenance Options Labour Logging Maintenance Print Activity Time Barcodes"
- At "Print Record", select the print record you want to print the labels to.
- Press [Print] or <F2> to print out the activity barcodes.
- Go to " Workshop Management Maintenance Options Labour Logging Maintenance Print Labour Code Barcodes"
- Enter the technician's Labour Code
- Press [Start] or <F2> to print out the labour barcode.
- Repeat this for each technician.
Recording Labour in Real Time
Go to "Workshop Management" -> "Real Time Labour Recording".
In this option, information is recorded in real time. Time will be recorded for one activity per technician until a new activity is started or until the technician logs off.
To Clock onto a Job
- Scan the Technician’s barcode label or type their labour code and tap <Enter>.
- Scan the barcode printed for the labour item or the barcode for the jobcard or type the job number and tap <Enter>.
To Clock onto a Downtime Activity
- Scan the Technician’s barcode label or type their labour code and tap <Enter>.
- Scan the activity barcode or type the three character code for the downtime and tap <Enter>.
To Finish the Current Activity
- Scan the Technician’s barcode label or type their labour code and tap <Enter>.
- Scan the 'Finish' label or type 'FINISH' and tap <Enter>.
To Log a Technician Off
- Scan the Technician’s barcode label or type their labour code and tap <Enter>.
- Scan the 'LogOff' label or type 'LOGOFF' and tap <Enter>.
To Add a Stock Item to a Job
If a technician is working on a job, he may add a stock item to the invoiced items. To do this:
- Scan the Technician’s barcode label or type their labour code and tap <Enter>.
- Scan the barcode for the stock item or type the stock code and tap <Enter>.
See also
- How do I Create a Standard Workshop job?
- How do I add Parts to a Workshop Job?
- How do I add Labour to a Workshop Job?
- How do I Configure a USB Barcode Scanner for Workshop Use?
