Difference between revisions of "How do I record labour in the workshop?"

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==Summary==
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== Summary ==
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This article explains how to add Labour to a workshop job using the Real Time Labour Recording option.  
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This article explains how to add or allocate labour to a workshop job using the Real Time Labour Recording option.
  
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==More Information==
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== More Information ==
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When a technician starts work on a jobcard they should clock themselves onto that jobcard at the appropriate labour rate. To use this method it is ideal to have a barcode scanner for the technicians, however it is not a requirement.
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=== Setting Up ===
  
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===Real Time Labour Recording Labels===
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==== Settings ====
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To use the Real Time Labour Recording with a barcode scanner you will need to print out labels for each of the technicians and the applicable labour rates.  
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Go to {{PlatinumSettings}} and search {{dataValue|chargeable}}.
  
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Go to "Workshop Management" -> "Job Reports" -> "Real Time Logging – Labels".
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* There are two ways you can choose to record labour.
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** 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.
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** Choosing "N" will mean that when a technician clocks off a job, the time he has spent working will be allocated against a Descriptive labour line. 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.
  
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Click [[Media:Std_RT_Job_Labels.pdf|Here]] for a crib sheet of the standard realtime labour logging labels.
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* 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.
  
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====Labour Logging - Labour Code====
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* 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".
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*This is used to print out a label for each technician.  
 
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*Enter the technicians Labour Code and click {{Button|Start}} to print out the label to your label printer.
 
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*Repeat this for each technician.
 
  
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====Labour Logging – Labour Rate====
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* 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.
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*This is used to print out a label for the different labour rates available.
 
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*Enter the Labour Rate code and the technician’s Labour Code click {{Button|Start}} to print out the label to your label printer.
 
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*Repeat this for each labour code required.
 
  
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===Booking On and Off a Job===
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==== Creating Activity Types ====
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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:
  
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====To book onto a Jobcard====
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* Go to {{Menu|{{WS}}|Maintenance Options|Labour Activity Maintenance|Add or Edit Activity Types}}.
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Go to "Workshop Management" -> "Real Time Labour Recording".
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* Click {{Button|List}} to see your existing codes.
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* Scan the Technician’s barcode label or type their labour code and tap {{KeyPress|Enter}}.
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* Click {{Button|Add}}.
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* Scan the barcode printed on the jobcard or type the job number and tap {{KeyPress|Enter}}.
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* At {{DataPrompt|Activity Type}}, type a suitable three character code for this activity type.
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* Scan the relevant labour rate label or type the relevant labour rate number e.g. {{DataValue|001}}, {{DataValue|002}} etc and tap {{KeyPress|Enter}}.
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* At {{DataPrompt|Description}}, type a suitable description for the activity type.
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* This now starts recording in real time how long they are working on the specified job.
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* At {{DataPrompt|Colours}}, if required, choose text and background colours for the activity type.
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* On the {{Tab|Settings}} tab, at {{DataPrompt|Category}}, enter {{DataValue|PRI}} to mark the activity type as a printable item.
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* Press {{Button|Done}} or {{KeyPress|ESC}} and then {{Button|Accept}} to save the activity type.
  
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After a short period of time the screen will change to a monitor style screen showing you who is booked to which job. You can book on and off jobs from this screen using the same methods as described above and below this paragraph.
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==== Printing Barcode Labels ====
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To use the Real Time Labour Recording with a {{eCommerce|sku=barcode|barcode scanners}} you will need to print out a label for each technician and for each activity type.
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* Go to {{Menu|{{WS}}|Maintenance Options|Labour Activity Maintenance|Add or Edit Activity Types}}.
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** Now from the {{DataPrompt|Filter on}} field, or from the list, you can use {{KeyPress|F4}} to pop up the {{Menu|Activity Type Barcodes}} option.
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** At {{DataPrompt|Print record}}, select the print record you want to print the labels to.
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** {{DataPrompt|Page length}} would usually be around {{DataValue|295}} i.e. your page length in mm.
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** At {{DataPrompt|Code to print}} you can select an activity from the drop down, or leave this blank to print barcodes for all your activities.
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** {{DataPrompt|Column start positions}} can usually be left at their default values of {{DataValue|6}}, {{DataValue|105}}, {{DataValue|0}} and {{DataValue|0}}.
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** Press {{Button|Print}} or {{KeyPress|F2}} to print out the activity barcodes.
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* Go to {{Menu|{{WS}}|Maintenance Options|Labour Activity Maintenance|Print Labour Code Barcodes}}
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** Enter the technician's Labour Code.
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** Press {{Button|Start}} or {{KeyPress|F2}} to print out the labour barcode.
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** Repeat this for each technician.
  
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====To book off a Jobcard====
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=== Recording Labour in Real Time ===
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* Scan the Technician’s barcode label/type their labour code and tap {{KeyPress|Enter}}.
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{{Note|text=If you have set the {{DataPrompt|Add Chargeable Labour Items? }} setting to {{DataValue|No}} you will need to [[How do I add labour to a workshop job?#Selecting Technician/Descriptive Line|ADD]] a Descriptive labour line to the jobcard prior to technicians starting to scan their code, activity and job.}}
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* Scan the barcode printed on the jobcard/type the job number and tap {{KeyPress|Enter}}.
 
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* The labour is then booked to the jobcard. The Actual time taken is recorded and the Charged time is rounded up according to your minimum charge period parameter
 
  
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===Real Time Labour Recording Parameters===
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Go to {{Menu|{{WS}}|Real Time Labour Recording}}.
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There are three parameters to be set for this feature; Minimum Charge Period, Automated Day End Time and Status For Jobs in Progress.
 
  
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Go to "Workshop Management" –> "Maintenance Options" –> "Parameters" –> "Real Time Labour Entry".
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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.
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*{{DataPrompt|Minimum Charge Period:}} Set this to the minimum 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.
 
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The actual time spent on the job is not rounded up.
 
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* {{DataPrompt|Automated Day End Time:}} Set this to the normal closing time of the workshop or thereabouts. Any technicians still booked onto jobs at this time will automatically be booked off them.
 
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{{Note|Platinum must still be open on a machine for this to work.}}
 
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*{{DataPrompt|Status For Jobs in Progress:}} Set this to a job status so that when a technician books onto a job it changes the status to say the job is being worked on.
 
  
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==See also==
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==== To Clock onto a Job ====
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*[[How do I Create a Standard Workshop job?]]
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* Scan the Technician's barcode label or type their labour code and tap {{KeyPress|ENTER}}.
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*[[How do I add Parts to a Workshop Job?]]
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* Scan the barcode printed for the labour item or the barcode for the jobcard or type the job number and tap {{KeyPress|ENTER}}.
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*[[How do I add Labour to a Workshop Job?]]
 
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*[[How do I Configure a USB Barcode Scanner for Workshop Use?]]
 
  
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{{KB_WS}}{{KB_Tags|Workshop, Real, Time, Realtime, Labour, Recording, Logging}}
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=== To Clock onto a Downtime Activity ===
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* Scan the Technician's barcode label or type their labour code and tap {{KeyPress|ENTER}}.
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* Scan the activity barcode or type the three character code for the downtime and tap {{KeyPress|ENTER}}.
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==== To Finish the Current Activity ====
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* Scan the Technician's barcode label or type their labour code and tap {{KeyPress|ENTER}}.
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* Scan the {{DataValue|Finish}} label or type {{DataValue|FINISH}} and tap {{KeyPress|ENTER}}.
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===== To Log a Technician Off =====
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* Scan the Technician's barcode label or type their labour code and tap {{KeyPress|ENTER}}.
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* Scan the {{DataValue|LogOff}} label or type {{DataValue|LOGOFF}} and tap {{KeyPress|ENTER}}.
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==== To Add a Stock Item to a Job ====
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If a technician is working on a job, he may add a stock item to the invoiced items. To do this:
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* Scan the Technician's barcode label or type their labour code and tap {{KeyPress|ENTER}}.
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* Scan the barcode for the stock item or type the stock code and tap {{KeyPress|ENTER}}.
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=== Setting the Auto Log off Time ===
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It is possible to set an order day end time in the real time labour logging system. For more details click [[How do I set the auto log off time|here]].
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== See also ==
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* [[How do I add labour to a workshop job?]]
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* [[How do I configure a USB barcode scanner for workshop use?]]
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* [[How do I set the auto log off time]]
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* [[How do I record labour in the workshop using Platinum Online?]]
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* [[How do I create technicians?]]
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{{KB_Tags|workshop, real, time, realtime, real time, labour, recording, logging, activity, activity types}}
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{{How}}{{KB_WS}}{{ZN_WorkshopManager}}

Latest revision as of 17:39, 3 July 2020

Summary

This article explains how to add or allocate labour to a workshop job using the Real Time Labour Recording option.

More Information

Setting Up

Settings

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings" and search 'chargeable'.

  • 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 a Descriptive labour line. 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 Maintenance Options Labour Activity Maintenance Add or Edit Activity Types".
  • Click [List] to see your existing codes.
  • Click [Add].
  • 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 [Settings] tab, at "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 scanners you will need to print out a label for each technician and for each activity type.

  • Go to " Workshop Maintenance Options Labour Activity Maintenance Add or Edit Activity Types".
    • Now from the "Filter on" field, or from the list, you can use <F4> to pop up the " Activity Type Barcodes" option.
    • At "Print record", select the print record you want to print the labels to.
    • "Page length" would usually be around '295' i.e. your page length in mm.
    • At "Code to print" you can select an activity from the drop down, or leave this blank to print barcodes for all your activities.
    • "Column start positions" can usually be left at their default values of '6', '105', '0' and '0'.
    • Press [Print] or <F2> to print out the activity barcodes.
  • Go to " Workshop Maintenance Options Labour Activity 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

If you have set the "Add Chargeable Labour Items? " setting to 'No' you will need to ADD a Descriptive labour line to the jobcard prior to technicians starting to scan their code, activity and job.

Go to " Workshop 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>.

Setting the Auto Log off Time

It is possible to set an order day end time in the real time labour logging system. For more details click here.

See also


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Keywords AND Misspellings
workshop, real, time, realtime, real time, labour, recording, logging, activity, activity types
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