Shop-Trak SyteLine 9.00.XX Shop Floor Training Guide. Product Manual

Transcription

1 Product Manual Shop-Trak 2015 SyteLine 9.00.XX Shop Floor Training Guide The Lake Companies, Inc Walker Drive, Green Bay, WI

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3 The Lake Companies, Inc. is an authorized Solution Partner of Infor Global Solutions. We specialize in software, training, consulting, programming and integration services, with Infor ERP SyteLine software solutions for midsize manufacturers. Our goal is to assist manufacturers in achieving a competitive advantage by helping organize business information and automate business procedures so they can anticipate, meet, and most importantly, exceed their customer's needs. Copyright & Trademarks Copyright 2014 by The Lake Companies, Inc. All rights reserved. Information in this document is subject to change without notice and does not represent a commitment on the part of The Lake Companies. Infor ERP SyteLine is a trademark of Infor Global Solutions. BarTender is a registered trademark of Seagull Scientific. All rights reserved. M2Sys is a registered trademark of M2SYS LLC. All rights reserved.

4 Shop Floor Training Guide Table of Contents Section 1. What is Shop-Trak? Introduction... 2 A. Shop-Trak... 2 B. Job Packet Terminology & Definitions Field Definitions Work Rules Grace Periods Lunch & Breaks... 7 Lunch Time... 7 Section 2. Shop Menu Shop Floor Screen A. To Start Shop-Trak at your Workstation: B. To Exit Shop-Trak: Shop Floor Tabs A. Labor Tab B. Materials Tab C. Info Tab D. Performance Tab - New to Shop-Trak 2015! Section 3. Shop-Trak ID Verification Using a Scanning Device to Verify Your Shop-Trak Id Section 4. Flex Shift Changing Daily Shift Assignment Section 5. Labor Transactions Labor Transactions Select Transaction Type Starting a Punch in Starting a Setup Transaction Starting a Run Transaction Method Starting a Run Transaction Method Starting an Indirect Transaction Open Transactions Ending a Punch In Transaction Ending a Setup Transaction Shop-Trak 2013 Shop Floor Training Guide The Lake Companies, Inc.

5 Shop-Trak 2015 Shop Floor Training Guide The Lake Companies, Inc. Shop-Trak 2015 for SyteLine 9.00 Shop Floor Training Guide Ending a Run Transaction Using the Multiple Scrap Reason Code Option Ending an Indirect Transaction Start an Additional Job Ending an Additional Job Starting a Team Transaction Ending a Team Transaction Starting Multi-Job Ending a Multi-Job Transaction Entering Run or Setup Multi-Job A. Entering Job Information B. Multi-Job Completion C. Next Transaction RTE Transactions Section 6. Info Tab Visual Dispatch New to Shop-Trak 2015 Visual Dispatch Controls View a Routing Time Sheet Display Labels Kanban and Bin Labels Print Pick List Section 7. Material Tab WIP Moves A. Serial Tracked Items Kanban Replenishment Job Material Transactions Visual Serialization Unit Serialization A. Shop-Trak Job Material Serial Numbers Report B. Shop-Trak Item Serial Number Labels Report JIT Production Production Schedule Completions Work Center Material Transactions Backflush Lots and Serials A. Administrative Setup B. Performing Backflushing Requirements from the Shop Floor C. Backflushing Lot Tracked Material Page iii

6 Shop Floor Training Guide D. Special Considerations: Lot Attributes Piece Tracking Section 8. Doc-Trak Integration Doc-Trak Document Button Adding Shop-Floor Documentation to SyteLine Drag and Drop Section 9. Q & A Forgot to Punchout Forgot to Punch In Lunches & Breaks Transaction Errors Shop-Trak 2013 Shop Floor Training Guide The Lake Companies, Inc.

7 General Notes Regarding This Manual: Shop-Trak 2015 for SyteLine 9.00 Shop Floor Training Guide Note 1: For the screenshots in this manual, the Shop-Trak parameters were set to display all options. Therefore, the screenshots may not be identical to what you see at your Company. It is important to note that changes to the parameters will affect what options are available to the shop floor employees. Note 2: Throughout this manual the term Shop-Trak ID is used. The Shop-Trak ID is required and is assigned to employees in the Shop-Trak Employee Profile. The default value for the Shop-Trak ID is the SyteLine employee number, but may be changed to suit the requirements for your company. Note 3: Throughout this manual, you will see a Documents Button on various screenshots. This Button is only applicable if the Doc-Trak product is installed at your company. Shop-Trak 2015 Shop Floor Training Guide The Lake Companies, Inc. Page v

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9 Section 1 What is Shop-Trak? SECTION 1. WHAT IS SHOP-TRAK? Shop-Trak 2015 Shop Floor Training Guide Page 1 The Lake Companies, Inc.

10 Section 1 What is Shop-Trak? 1.1. Introduction A. Shop-Trak What is Shop-Trak? Shop-Trak collects your Time & Attendance information just like a time clock would. It also collects your job transactions as they occur. Shop-Trak replaces time clocks or the job cards you may have previously had to fill out. Shop-Trak may also be used to perform various material transactions by employees with authorizations to do so. Why use Shop-Trak? Shop-Trak is more than a labor collection system, it is a production tool. It can provide all of the following and more: Time & Attendance for Payroll Job Labor Reporting for Job Costing Job Tracking & Visibility Real Time Reporting Flexibility Efficiency Inventory Transactions Method of Operation: From the time you punch in, until the time you punch out for the day, Shop-Trak requires you to record what you are doing at the time you perform each task. This is important because what you record, is what you get paid for. B. Job Packet Requirements: Shop-Trak requires you to enter the Job Number and Operation Number for each job that you work on. Your company will provide you with Job Packet that has this information. Familiarize yourself with the information found on the job packet. You will also learn to use the Shop-Trak Visual Dispatch as a tool to find jobs specific to your resource or resource group. When you are not working on a job related task, you may be required to report your time to a non-production Indirect code. You should be familiar with what Indirect codes your Company will require you to use. Bar Coding: If your company has decided to use bar coding, then your Job Packet (as well as other options) should be provided to you in bar-code format. This will allow you to scan in the bar code that represents the Job Number and Operation Number. Page 2 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

11 1.2. Terminology & Definitions Shop-Trak 2015 for SyteLine 9.00 Section 1 What is Shop-Trak? if used Punchin: The Punchin option is designed as a quick way to get you punched into Shop-Trak when you first arrive for your shift. This option is only offered for your first transaction of the day. It is not required that you use the Punchin option. You may begin your day by logging directly on to a Job or an Indirect code. Setup: The Setup option is used whenever you are setting up a machine or process to run. This option will record your setup time. Run: The Run option is used whenever you are running a machine or job related process. This option will record your run time. Indirect: The Indirect option is used whenever you are working on something that does not have a job number associated with it. An example: if you are attending a meeting or doing clean up. Multiple Indirect Codes may be set up for you to use. You will need to choose the appropriate code to record your time. End: The End option is used to show that you are ending or stopping working on one of the transactions you had punched into. Do not choose the End option if you are leaving for the day, as you will be required to start a new transaction when you End a transaction. Punch out: The Punch out option is used only at the end of your workday or whenever you leave the premise for personal reasons. This option will end all open transactions and punch you out for the day. Start Additional Job: The Start Additional option is used when you are working on more than one machine at a time. This option allows you to punch into multiple jobs at one time. For example, you could punch into a run transaction then, while that job is running, you could be doing a set-up or run on a different machine. You would use the Start Additional option when you begin the second job. Multi Job: The Multi Job option is used when you are operating a single machine that runs more than one job at a time. Examples would be burn tables or paint lines. The time spent running the machine will be divided among the jobs when you end the Multi-Job transaction. Team Transaction: The Team option allows a group of people to work on the same job operation at the same time. If more than one person is working on the same job operation at the same time, then Team transaction may be what you want to use. Team names will be set up by the Shop-Trak administrator for you to use. Operation Moves: The option for moving pieces between operations is used when you need to enter a unique quantity Moved to the next operation. Examples would be when pieces are being put into a bin. Quantity Complete may be 100, but only 80 of them fit into a bin, which Moved to the next operation. This may be done automatically or manually through Labor Transactions or WIP Moves as defined by your Shop-Trak administrator. Moves to Stock: The option for moving pieces to stock allows you to move pieces from the last operation into inventory. This may be done automatically or manually through Labor Transactions, or WIP Moves as defined by your Shop-Trak administrator. Shop-Trak 2015 Shop Floor Training Guide Page 3 The Lake Companies, Inc.

12 Section 1 What is Shop-Trak? 1.3. Field Definitions Quantities: Complete: When ending a job set-up or run transaction, you will be asked to report the Quantity Complete. This number should reflect ONLY the quantity of good pieces that you have finished. Moved: When ending a job set-up or run transaction, you may be asked to report the quantity moved. This number should reflect the pieces that you are either moving to the next operation or into inventory. Scrap: When ending a job set-up or run transaction, you will be prompted to report the quantity scrapped. Enter a quantity in this field ONLY if you have scrapped some pieces at your operation. Reason Code: If you have reported scrap (defined above), then Shop-Trak requires you to enter a scrap reason code. This Reason Code should reflect the reason why the part was scrapped at your operation. Your Shop-Trak System Administrator should provide you with a list of Reason Codes (possibly bar-coded). Multiple Scrap: Available only if Shop-Trak Administrator has enabled the Allow Multiple Scrap parameter. If this option is available, you will select this button to access a form that will allow you to enter multiple scrap reason codes for the scrapped quantity on the transaction. Checkboxes: Operation Complete: This field abbreviated from Operation Complete. You would check the radio button if the operation is complete. You would ONLY check the option when all of the work is finished at your operation for the job you are ending. Job Complete: If the job has been completed and you are reporting a quantity complete to be moved to stock, the job complete option may be checked to signify a job close. Reporting: Job Hours: Whenever you view a Shop-Trak Attendance report, it will reflect both Job Hours and Payroll Hours. Job Hours would be the same as Payroll Hours if you only worked on one job at a time for the day. If you work on more than one job at a time, then you may have more job hours than Payroll Hours. For example; if you work on two jobs for an eight-hour day, then you could have 16 job hours and 8 payroll hours. Paid or non-paid lunches may also cause a difference between job hours and payroll hours. Payroll Hours: Whenever you view a Shop-Trak Attendance report it will reflect both Job Hours and Payroll Hours. Payroll Hours is the amount of time that you will be paid for. **In order to see payroll hours, the employee must have a value filled in on the Employee Pay Rate form in SyteLine. Page 4 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

13 Section 1 What is Shop-Trak? 1.4. Work Rules Grace Periods Grace Periods Your Company has defined your grace Periods as follows: Early In Late In Early Out Late Out Understanding Grace Periods. The figures below indicate how Shop-Trak utilizes Grace Periods and how the Starting and Ending times are generated for individual transactions. Grace periods allow users to punch In or Out within a specified number of minutes and Shop-Trak will round forward or backward based on the Early In/Late Out and Late In/Early Out settings on the Shift Codes defined within SyteLine. Example of Grace Periods: Early In/Late Out = 10 Minutes Late In/Early Out = 5 Minutes Punch In (Shift Start = 07:00) The user can log in for the day anywhere between 06:50 and 07:05 and their start time will automatically adjust to 07:00. Shop-Trak 2015 Shop Floor Training Guide Page 5 The Lake Companies, Inc.

14 Section 1 What is Shop-Trak? Punch Out (Shift End = 15:00) The user can punch out for the day anywhere between 14:55 and 15:10 and the end time will automatically adjust to 15:00. Also, shown below are transaction Start and End times. The end time of the previous transaction automatically becomes the start time of the following transaction. Page 6 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

15 Section 1 What is Shop-Trak? 1.5. Lunch & Breaks if used Break Time: If your company requires you to Punch In and Out for breaks, a Break button will appear for you in Shop-Trak. If required, you will use the Break option to punch into break time, and then upon returning to work, you will need to end the break option. Lunch Time Auto Lunch: If your company has chosen the Automatic Lunch option, you will not have to do anything in Shop-Trak to record your lunch time. Your Lunch time will be pre-set by your Shop- Trak administrator. Shop-Trak will automatically punch you into lunch during that pre-defined time. Punch In / Out: If your company requires you to Punch In And Out for Lunch time, a Lunch option will appear for you in Shop-Trak. If required, you will use the Lunch option to punch into lunch time, and then upon returning to work, you will need to end the lunch option. Indicate Lunch: If your company has chosen the Indicate Lunch option, you will be prompted, "Did you take your lunch?" This message appears when exiting a job. If you reply with a "Yes" then your lunch duration will be subtracted from the job(s) you are ending. Your Shop-Trak Administrator will pre-define your lunch duration for you. Lunch and Break options will be available you as determined by the Shop-Trak administrative setup. If you have been assigned an Automatic Lunch, there is nothing you need to do. The lunch will automatically be deducted from your actual time. If you have been assigned an Indicate Lunch, you will be prompted Did you take Lunch each time you come to the clock after the defined lunch start period. If you have taken a lunch, simply say Yes, and your predefined lunch duration will be deducted from your actual time. Punch In/Punch Out (shown below) will require you to choose the Lunch option when beginning lunch and then end the lunch when you are finished. Shop-Trak 2015 Shop Floor Training Guide Page 7 The Lake Companies, Inc.

16 Section 1 What is Shop-Trak? Select the Lunch Button to start your lunch. When you are finished with lunch, enter your Shop-Trak ID. You will see the prompt shown on the next page. Page 8 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

17 Choose Yes to end the Lunch. Choose No to stay logged into lunch. Shop-Trak 2015 for SyteLine 9.00 Section 1 What is Shop-Trak? Breaks can be either Punchin/Punchout or Automatic. If they are automatic the predefined break time will be deducted from your job hours. If the Break(s) are Punchin/Punchout you will see a Break button similar to the Lunch button. Choose this to log into a Break, and log out when you are done. If you are assigned an automatic lunch and come to the clock during the lunch period, you will see this message. The Cancel button will cancel back to the employee prompt. The OK button will present you with the option to Punchout for the day. Shop-Trak 2015 Shop Floor Training Guide Page 9 The Lake Companies, Inc.

18 Section 1 What is Shop-Trak? Page 10 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

19 Section 1 What is Shop-Trak? Section Notes: Shop-Trak 2015 Shop Floor Training Guide Page 11 The Lake Companies, Inc.

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21 Section 2 Shop Menu SECTION 2. SHOP MENU Shop-Trak 2015 Shop Floor Training Guide Page 13 The Lake Companies, Inc.

22 Section 2 Shop Menu 2.1. Shop Floor Screen A. To Start Shop-Trak at your Workstation: Shop-Trak can start by choosing: Start All Programs Shop-Trak -OR- There may be an Icon setup for you on the desktop by your Shop-Trak administrator that will also start Shop-Trak. This screen can stay open for employees to access Shop-Trak throughout the day. Page 14 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

23 B. To Exit Shop-Trak: Shop-Trak 2015 for SyteLine 9.00 Section 2 Shop Menu To exit this screen, select the Exit button in the upper right hand corner. This message will appear: Select Yes to close the Shop-Trak Session. Note: It is not necessary to close the Shop-Trak session after beginning or ending each transaction. The session should be left open at the employee prompt for the next employee to access. Shop-Trak 2015 Shop Floor Training Guide Page 15 The Lake Companies, Inc.

24 Section 2 Shop Menu 2.2. Shop Floor Tabs Enter your Shop-Trak ID in the Employee field and choose the Send Button. To Clear the employee number, choose the Clear Button. Choose Send, the following screen will display: Enter your Shop-Trak ID. Your name will display below. This is the current Date and Time that will be recorded on your transaction A To re-enter your information at any time, select the Cancel Button The above grid will display your shift schedule for the day. A. There are three four tabs available on the Shop Floor data entry screen. Each tab has options specific to the task to be performed or information for viewing. Page 16 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

25 A. Labor Tab Shop-Trak 2015 for SyteLine 9.00 Section 2 Shop Menu Use the Labor Tab to record transactions to collect your employee time. Time can be logged to a Job, to an Indirect Code, to a Project or to a Work Center. It is important to accurately enter your hours. The hours collected will also be used for payroll purposes. Shop-Trak 2015 Shop Floor Training Guide Page 17 The Lake Companies, Inc.

26 Section 2 Shop Menu B. Materials Tab Select the Materials Tab to perform tasks related to materials. Based on your Company s procedures for handling materials, this is the area you will use to perform these functions. Page 18 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

27 C. Info Tab Shop-Trak 2015 for SyteLine 9.00 Section 2 Shop Menu The Info tab will help you find information on transactions logged and total hours reported for a specific date range. It will also help you see the jobs available to be worked on for your assigned resource group and show you job routing information if the job paperwork is not available. Shop-Trak 2015 Shop Floor Training Guide Page 19 The Lake Companies, Inc.

28 Section 2 Shop Menu D. Performance Tab - New to Shop-Trak 2015! A new Shop-Trak Parameter has been added to the Flags Tab called Show Employee Performance. If enabled, you will see a new tab on the shop floor called Performance. When the tab is selected you will see 2 charts reflecting your performance over the past 7 days. 1 2 Chart 1 Your Work Efficiency The Labor Efficiency chart displays the cumulative labor efficiency for the employee. The calculation is as follows: Total Earned Hours/Total Actual Hours Where: Total Earned Hours = Quantity Complete * Planned Run Time Total Actual Hours = Actual amount of time to produce the quantity complete Page 20 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

29 Chart 2 Your % of Direct/Total Hours Shop-Trak 2015 for SyteLine 9.00 Section 2 Shop Menu The Labor Utilization chart displays a cumulative percentage of Direct labor for the employee. The calculation is as follows: Total Direct Hours/Total Hours Direct hours are defined as Run, Direct, Setup, Work Center Labor, and Project labor transactions. For the purposes of this chart, time logged to SRO Transactions is considered as Indirect time. RTE Transactions are included in the calculation if they have start and end times on them. Only paid Indirect Transactions are included in the Total Hours. Shop-Trak 2015 Shop Floor Training Guide Page 21 The Lake Companies, Inc.

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31 Section 3 Shop-Trak ID Verification SECTION 3. SHOP-TRAK ID VERIFICATION Shop-Trak 2015 Shop Floor Training Guide Page 23 The Lake Companies, Inc.

32 Section 3 Shop-Trak ID Verification 3.1. Using a Scanning Device to Verify Your Shop-Trak Id If your Company is using a Biometric scanning device to verify your employee ID, you will be prompted to scan your fingerprint at specific times throughout the day. You will be prompted to scan your fingerprint: When performing your first transaction of the day When performing a Punchout transaction for Lunch When logging back in from lunch When performing a Punchout for the Day transaction. At these specific times you will need to go to a workstation that has a scanning device installed. At any other time, you will be allowed to use any available Shop-Trak workstation. When prompted, place your finger on the scanner: Shop-Trak Page 24 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

33 Section 3 Shop-Trak ID Verification You will be prompted up to 3 times to scan your fingerprint. Upon a successful scan Shop-Trak will allow you to enter in to start your transactions. If you have 3 failed attempts, you will not be able to log in. At this point, you should find a Supervisor that has been given the authorization to override employee scans to log you in for the day. These Supervisors are predetermined and setup by the Shop Trak administrators. Once the Supervisor has logged you in you can perform your required transactions for the remainder of the day. Shop-Trak Shop-Trak 2015 Shop Floor Training Guide Page 25 The Lake Companies, Inc.

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35 Section 4 Flex Shift SECTION 4. FLEX SHIFT Shop-Trak 2015 Shop Floor Training Guide Page 27 The Lake Companies, Inc.

36 Section 4 Flex Shift 4.1. Changing Daily Shift Assignment If you are allowed to work a flexible shift assignment, your Supervisor can designate multiple shifts for you to log in to. These shifts are assigned to you in your Shop-Trak Employee Profile. Once the available shifts are added and the Flex Shift option is checked, you will be able to select your assigned shift for today. If you do not see this option, your Supervisor has not enabled this feature for you. Page 28 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

37 Section 4 Flex Shift Example: Your normal shift assignment is first shift. Due to a shortage on employees on the second shift your Supervisor asks you to work second shift for the next 2 days. Your normal first shift Lunch and Break schedule is: Shift Start 7:00AM to Shift End 3:30PM Break 9:00 to 9:15 Lunch: 12:00 to 12:15 Break 2:00 to 2:15 The second shift Lunch and Break Schedule is: Shift Start 4:00Pm to Shift End 12:30PM Break: 4:00PM to 4:15PM Lunch 7:00PM to 7:30PM Break 9:45PM to 10:00PM There is a.25 cent shift premium for working the second shift. Today you punchin at 2:57PM. You are prompted to change your shift and you select shift 2 from the available shifts. There is a 5 minute early in grace period defined on the Shift Codes for Shift 2, therefore your time will round to 3:00PM. When you come back to the clock at 4:00 you will see the option to start your break if they are not automatic breaks. When you come to the clock at 7:00 you will see the option to go to lunch, if the lunch is not an automatic lunch. When you come to the clock at 9:45 you will see the option to start your second break, if they are not automatic breaks. Plus you will receive the.25 cent shift premium for working the second shift. Shop-Trak 2015 Shop Floor Training Guide Page 29 The Lake Companies, Inc.

38 Section 4 Flex Shift As an option, your administrator may choose to display the shift information and daily break & lunch schedule for your shift. If your company chooses to use the Flex Shift Option, it may be useful to display this information on punch in so that you can see the lunch and break schedule for the shift you are working: Page 30 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

39 Section 5 Labor Transactions SECTION 5. LABOR TRANSACTIONS Shop-Trak 2015 Shop Floor Training Guide Page 31 The Lake Companies, Inc.

40 Section 5 Labor Transactions 5.1. Labor Transactions To log into Shop-Trak, enter your Shop-Trak ID in the upper left hand field labeled Employee, and then choose the Send button. Note: the current date and time displays to record the start and ending times of the transactions. This is the starting screen for the shop floor. When you enter your Shop-Trak ID, Shop- Trak verifies that the ID is valid and will allow you to proceed once confirmed. Upon completion of any successful transaction, this screen will appear again, indicating that Shop- Trak is ready for the next employee transaction. Choose YES to proceed. Page 32 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

41 Section 5 Labor Transactions 5.2. Select Transaction Type The transaction types that are available to you have been pre-determined by your Shop-Trak administrator. The screen above shows all the available types of labor transactions. Each employee can be setup to display only the transaction types that are needed to perform the duties specific to them. Example: If you are a stockroom employee, that does not record production time, your administrator can remove all transaction types except the Indirect Transaction. Shop-Trak 2015 Shop Floor Training Guide Page 33 The Lake Companies, Inc.

42 Section 5 Labor Transactions 5.3. Starting a Punch in To Punch In to Shop-Trak simply choose the Punchin button. Your time is now being collected for payroll purposes. Page 34 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

43 Section 5 Labor Transactions Shop-Trak 2015 Shop Floor Training Guide Page 35 The Lake Companies, Inc.

44 Section 5 Labor Transactions 5.4. Starting a Setup Transaction To start a Setup Transaction simply choose the Setup button. Page 36 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

45 Section 5 Labor Transactions You will be prompted to enter the Job information: A valid job/operation is required at this point. Validation is performed against the released jobs in SyteLine before allowing the transaction to begin. NOTE: Based on parameter settings, the job can be manually entered, read in from a Barcode, or selected from the drop down list. TIP: If you do not know the job number you need to work on, choose the Visual Dispatch button. The Visual Dispatch will display. Find the Resource or Resource Group that you are assigned to. A listing of available jobs will display. Select the Job, and then the Send button to return the job to the Setup transaction form. Shop-Trak 2015 Shop Floor Training Guide Page 37 The Lake Companies, Inc.

46 Section 5 Labor Transactions After entering a job number a job summary can be displayed (based on parameter settings), showing the quantity released, complete, and scrapped for the job. The window also displays the operations for the job and the work center for each operation. See example below. This is the Job Summary Information with current data. NOTE: The confirmation messages shown to the employees on the shop floor are displayed, or not displayed, based on the Read Bar Code parameter. This setting can be set by the Shop-Trak administrators prior to shop floor training. Page 38 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

47 5.5. Starting a Run Transaction Method 1 To start a Run Transaction, choose the Run button. Shop-Trak 2015 for SyteLine 9.00 Section 5 Labor Transactions Shop-Trak 2015 Shop Floor Training Guide Page 39 The Lake Companies, Inc.

48 Section 5 Labor Transactions You will be prompted to enter the Job information: A valid job/operation is required at this point. Validation is performed against the released jobs in SyteLine before allowing the transaction to begin. NOTE: Based on parameter settings, if you have just ended a Setup transaction and then chose the Run transaction, the job number from the Setup transaction will default in for you. NOTE: Based on parameter settings, the job can be manually entered, read in from a Barcode, or selected from the drop down list. TIP: If you do not know the job number you need to work on, choose the Visual Dispatch button. The Visual Dispatch will display. Find the Resource or Resource Group that you are assigned to. A listing of available jobs will display. Select the Job, and then the Send button to return the job to the Run transaction form. Page 40 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

49 Section 5 Labor Transactions After entering a job number a job summary can be displayed (based on parameter settings), showing the quantity released, complete, and scrapped for the job. The window also displays the operations for the job and the work center for each operation. See example below: This is the Job Summary Information with current data. NOTE: The confirmation messages shown to the employees on the shop floor are displayed, or not displayed, based on the Read Bar Code parameter. This setting can be set by the Shop-Trak administrators prior to shop floor training. Shop-Trak 2015 Shop Floor Training Guide Page 41 The Lake Companies, Inc.

50 Section 5 Labor Transactions The buttons on the Shop Floor screen will appear or hide based on the action being performed. When the buttons are applicable, selecting the button on any form will have the same effect: The Document button will be available if there are documents attached to the job. Choose the Visual Dispatch button to go to the Visual Dispatch. Choose the Send button to begin the transaction. Choose the Back button if the information needs to be re-entered. Choose the Undo & Exit button to exit back to the employee prompt. Page 42 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

51 5.6. Starting a Run Transaction Method 2 Shop-Trak 2015 for SyteLine 9.00 Section 5 Labor Transactions If the Shop-Trak administrators have set the employee profile setting Auto-Launch Dispatch to Yes, you will be taken directly to the Visual Dispatch to select a job from the dispatch list for his or her resource group. In this case, once the user has selected the Run transaction the Visual Dispatch will open: Shop-Trak Highlight the job and select the Send button to begin the transaction. If the monitor is touch screen enabled, the user may also double-click the job to begin the transaction. Select the Send button to begin the transaction. Shop-Trak 2015 Shop Floor Training Guide Page 43 The Lake Companies, Inc.

52 Section 5 Labor Transactions 5.7. Starting an Indirect Transaction To start an Indirect transaction to record non-production time, choose the Indirect button. 51 Page 44 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

53 Section 5 Labor Transactions You will be prompted to enter the Indirect code for the type of Indirect work you will be doing. You will be able to select the code from the drop down box. You can type in the code manually. Or, if you are using barcode readers, you may scan the code. Select the Send button to begin the transaction. The following confirmation message will display: Choose Yes to continue, or No to cancel and select a different Indirect code. Shop-Trak 2015 Shop Floor Training Guide Page 45 The Lake Companies, Inc.

54 Section 5 Labor Transactions 5.8. Open Transactions Open Transaction Window After you have begun a transaction, enter your Shop-Trak ID, the open transactions window appears. This window displays your open transaction(s). Fields Displayed: Start Time the time the transaction was started Trans Type the type of transaction started Reference this is the job number, project number, indirect code or WC for the transaction. Description The description of the Reference. Depending on the transaction type, the description will display various text. If the reference is a Job then the description of the job item displays. If the reference is Project, then the description of the Project Task is displayed. If the reference is a Work Center, the work center description displays. Page 46 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

55 Status the current status of the transaction. Elapsed Time the elapsed time since the transaction was started. Shop-Trak 2015 for SyteLine 9.00 Section 5 Labor Transactions Shop-Trak 2015 Shop Floor Training Guide Page 47 The Lake Companies, Inc.

56 Section 5 Labor Transactions 5.9. Ending a Punch In Transaction When you need to End your Punchin transaction, you are either Punching Out for the day, or Ending it to start something else, it is important to choose the right option. IMPORTANT: WHEN YOU END A PUNCHIN TRANSACTION, YOU WILL NEED TO TELL SHOP-TRAK WHAT YOU HAVE BEEN DOING SINCE YOU STARTED THE PUNCHIN. YOU NEED TO REPORT YOUR TIME TO A TRANSACTION TYPE SUCH AS RUN OR INDIRECT. Page 48 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

57 Section 5 Labor Transactions Example: Step 1 Select the Punchin option to indicate that you are punching in for the day. Step 2 End the Punchin transaction when you know what job you will be reporting your time to. Step 3 Indicate what your time should be logged to since you have punched in. Step 4 Indicate what your time should be logged to from this point forward. Shop-Trak 2015 Shop Floor Training Guide Page 49 The Lake Companies, Inc.

58 Section 5 Labor Transactions Choose the End Option (Step 2). Select the transaction type you have been working on since you started the Punchin (Step 3). Run will require Job/Operation and quantity complete if applicable. Indirect will require an Indirect Code. In this example the employee chose to end the Punchin transaction as an Indirect. Enter the Indirect Code and then select Send. Page 50 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

59 Section 5 Labor Transactions Now choose the type of transaction you will be doing next (Step 4). Since you did not choose Punchout for the Day in Step 1 Shop-Trak knows you are going to be working on something else next. Select the transaction type you will be doing next. Complete the information to start the next transaction and choose the Send button. Shop-Trak 2015 Shop Floor Training Guide Page 51 The Lake Companies, Inc.

60 Section 5 Labor Transactions Ending a Setup Transaction Enter your Shop-Trak ID and select the End option: Page 52 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

61 Section 5 Labor Transactions Information specific to the job This is the Job Summary Information with current data. When ending the Setup transaction, based on parameter settings, you may be prompted for quantities complete, moved and scrapped. If you scrap pieces you will be prompted for a scrap reason code. NOTE: Based on the Shop-Trak setup, it is possible that not all employees will see the same options. Each employee may be setup with different options by utilizing the Employee Profile. If you do not have the option to report quantities complete, scrapped, or complete the operation/job this was predetermined by the Shop-Trak administrator. The Document button will be available if there are documents attached to the job. Choose the Send button to end the transaction. Choose the Back button if the information needs to be re-entered. Choose the Undo & Exit button to exit back to the employee prompt. Shop-Trak 2015 Shop Floor Training Guide Page 53 The Lake Companies, Inc.

62 Section 5 Labor Transactions Ending a Run Transaction Enter your Shop-Trak ID and select the End option: Page 54 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

63 Section 5 Labor Transactions When ending the run transaction you will be prompted for quantities complete, moved and scrapped. If you scrap pieces you will be prompted for a scrap reason code. You will also be prompted to complete the operation, and also complete the job if you are working on the last operation of the job and moving completed pieces to stock. NOTE: Based on the Shop-Trak setup, it is possible that not all employees will see the same options. Each employee may be setup with different options by utilizing the Employee Profile. If you do not have the option to report quantities complete, scrapped, or complete the operation/job this was predetermined by the Shop-Trak administrator. In the image above, the calculator is displayed for touch screen use if the Shop-Trak parameter Use Touch Screen is enabled. Shop-Trak 2015 Shop Floor Training Guide Page 55 The Lake Companies, Inc.

64 Section 5 Labor Transactions Information specific to the job This is the Job Summary Information with current data. The Document button will be available if there are documents attached to the job. Choose the Send button to end the transaction. Choose the Back button if the information needs to be re-entered. Choose the Undo & Exit button to exit back to the employee prompt. Page 56 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

65 Section 5 Labor Transactions Using the Multiple Scrap Reason Code Option Based on your Shop-Trak setup, the Multiple Scrap button may display when ending a transaction and reporting completed pieces. This applies to Run Transactions, WIP Moves, Team Transactions and Multi-Job Transactions. The button will appear on the form as shown below: If pieces are being scrapped and there is only one reason code for the scrapped pieces enter that quantity directly in the Scrap field. Once a quantity is entered in the Scrap field, the Multiple Scrap button is no longer available. Removing the quantity from the Scrap field will enable the Multiple Scrap button again. If pieces are being scrapped and there are multiple reasons for scrapping the pieces, do not enter a quantity in the Scrap field. Choose the Multiple Scrap button instead. Shop-Trak 2015 Shop Floor Training Guide Page 57 The Lake Companies, Inc.

66 Section 5 Labor Transactions When this button is selected you will see the following form: Use this form to make an entry for each scrap reason code. The Total Scrap Quantity will be returned to the Ending form when the Send button is selected. Page 58 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

67 Section 5 Labor Transactions Choose the Add button to add new records to the form, or type directly in the Quantity field. Choose the Delete button to Delete records from the form. Choose the Send button to submit the entry Choose the Cancel button to cancel out of this form and return to the Ending form. Choose Send and the Total Scrap quantity appears in the Ending form. Shop-Trak 2015 Shop Floor Training Guide Page 59 The Lake Companies, Inc.

68 Section 5 Labor Transactions Ending an Indirect Transaction To End an Indirect Transaction, simply choose the End button. Page 60 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

69 Section 5 Labor Transactions The following Confirmation screen will appear: Choose the Send button to end the transaction. Choose the Back button if the information needs to be re-entered. Choose the Undo & Exit button to exit back to the employee prompt. You will now be prompted to select a new transaction type. Reminder: When you choose the END button, you will always need to start a new transaction type. If you are ending your last transaction of the day, choose the PUNCHOUT FOR THE DAY button. Shop-Trak 2015 Shop Floor Training Guide Page 61 The Lake Companies, Inc.

70 Section 5 Labor Transactions Section Notes: Page 62 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

71 5.14. Start an Additional Job Shop-Trak 2015 for SyteLine 9.00 Section 5 Labor Transactions To Start an Additional Job, choose the Start Additional Job Button. After you have started your initial transaction, you may have the option to Start Additional Job. This will depend on how your Shop-Trak Administrator has setup the Shop-Trak parameters and your Employee Profile. Upon choosing the Start Additional Job button you will be prompted to begin another transaction. In the example above, Charles Benson started an Indirect Transaction at 2:40 PM. He came back to the clock at 3:26 and the Start Additional Job option is available. Shop-Trak 2015 Shop Floor Training Guide Page 63 The Lake Companies, Inc.

72 Section 5 Labor Transactions The following form will appear, prompting for the next Transaction type. Choose the transaction type you would like to start. You will then be prompted to enter your starting information. The identical information is requested as if it were a single transaction. Enter the required information and select Send. Page 64 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

73 You will be prompted to Start Additional Job until you select the Done button. Shop-Trak 2015 for SyteLine 9.00 Section 5 Labor Transactions Choose Done. Shop-Trak 2015 Shop Floor Training Guide Page 65 The Lake Companies, Inc.

74 Section 5 Labor Transactions Ending an Additional Job This screenshot shows 2 transactions running simultaneously. Indirect Transaction for code MW1 started at 2:40 and has been running for 1:41 hrs. Run Transaction for job operation 10 started at 3:26 PM and has been running for 0:55 hrs. At this point you have the option to Start an additional Job, End one (or more) of the jobs, go to Lunch, or Punchout for the day. Choose End. Page 66 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

75 The following screen will display showing your open transactions: Shop-Trak 2015 for SyteLine 9.00 Section 5 Labor Transactions Highlight the transaction to be ended and choose the End button. Shop-Trak 2015 Shop Floor Training Guide Page 67 The Lake Companies, Inc.

76 Section 5 Labor Transactions If the transaction you are ending is for a job, you will be prompted to enter the quantity information and complete the operation and the job, if it is the last operation of the job routing. In this example we are ending an Indirect transaction. Shop-Trak Notice the status on transaction one is now Ended. The second transaction is still running. The employee may now End another transaction, or Start an Additional Job. Choose Done when finished starting or ending transactions. Page 68 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

77 5.16. Starting a Team Transaction Shop-Trak 2015 for SyteLine 9.00 Section 5 Labor Transactions To start a Team Transaction, Choose the Team Button. Shop-Trak Shop-Trak 2015 Shop Floor Training Guide Page 69 The Lake Companies, Inc.

78 Section 5 Labor Transactions After choosing the Team transaction, the following screen will appear: Shop-Trak Enter the Team ID or choose the ID from the dropdown list. Only the Team ID is required. If you know the job and operation, it may be entered at this point, or when the Team leaves the job. Each team member needs to start a Team Transaction. Only 1 team member is required to enter the job number. Select Send when the information is entered. Page 70 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

79 5.17. Ending a Team Transaction Shop-Trak 2015 for SyteLine 9.00 Section 5 Labor Transactions Shop-Trak To end your Team transaction, choose the End button. You will be asked Are you representing the Team? If you choose No you will leave the team and you are the only Team member affected. You will be prompted to start a new transaction that will affect only you. If you choose Yes you will end the Team Transaction for all Team Members. You will be prompted to enter the quantities complete and close oper/job. Quantity complete will be split between all the Team Members. You will also be prompted to start a new transaction for all the Team Members. Shop-Trak 2015 Shop Floor Training Guide Page 71 The Lake Companies, Inc.

80 Section 5 Labor Transactions Starting Multi-Job To start a Multi-Job transaction, choose the Multi-Job Button. Note: Multi-Job Rules need to be defined before the Multi-Job button will be available. Page 72 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

81 You will see the message below and automatically logged into Multi-Job. Choose OK. Shop-Trak 2015 for SyteLine 9.00 Section 5 Labor Transactions Shop-Trak 2015 Shop Floor Training Guide Page 73 The Lake Companies, Inc.

82 Section 5 Labor Transactions Ending a Multi-Job Transaction Choose End to end the Multi-Job transaction. Page 74 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

83 5.20. Entering Run or Setup Multi-Job Shop-Trak 2015 for SyteLine 9.00 Section 5 Labor Transactions You will need to end the Multi-Job transaction as either a Run or Setup. Choose Run. Shop-Trak 2015 Shop Floor Training Guide Page 75 The Lake Companies, Inc.

84 Section 5 Labor Transactions A. Entering Job Information You will be prompted to enter information for each job worked on. Enter the first job: Choose the Next Button to enter quantity complete. Page 76 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

85 Section 5 Labor Transactions Enter Quantities for job 1: Choose the Send button when done entering quantities. Shop-Trak 2015 Shop Floor Training Guide Page 77 The Lake Companies, Inc.

86 Section 5 Labor Transactions Multi-Job Note: For each job, this screen displays requesting the SyteLine Job number, the Operation Number, the quantity Worked On, Completed, (Moved if applicable) and Scrapped, followed by a Reason Code and whether the Operation is Complete. This information is the same as a Run or Setup transaction, with the exception of the quantity Worked On. The Multi-Job time splitting algorithms requires the quantity worked on to allocate the actual time. The reason for this is that sometimes in longer run jobs, even though the jobs are started, no pieces get produced. The quantity Worked On allows the allocation to take place even when no pieces are completed. You will be required to enter a Quantity Worked On in order to have actual time allocated to the job. During a setup transaction, it would be important to enter the quantity worked on as the total quantity to be produced at this operation. In this way, depending upon how Shop-Trak parameters are entered, the setup time can be split according to the size of the job. Choose the Send button to accept this information and enter the next job. Repeat the process for each job worked on. During transaction entry, keep entering information on this screen until all jobs are entered. Shop-Trak will check to make sure that the operations are all at the same work center. The exception to this is that a job at a secondary work center can be entered when the employee is performing secondary operations. Only time at the Primary work center will be split among jobs. The secondary operation will be for the planned amount of time from the SyteLine Job/Operation file and costed at either the Employee s Manufacturing Rate or at no cost as determined by Shop-Trak Parameters. Choose Done when you are finished entering your jobs. Page 78 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

87 B. Multi-Job Completion When you are done entering your jobs, the summary screen will display: Shop-Trak 2015 for SyteLine 9.00 Section 5 Labor Transactions This screen shows you the jobs you entered and how the Multi-Job algorithm divided up your hours. At this point you have the ability to: Update You can select a job and update the quantities Add You can add more jobs Delete You can delete jobs Cancel You can cancel this transaction completely and start over Done Say Done to commit the data you entered. When finished, click on the Done button and Multi-Job will create all the necessary transactions and split the time accordingly. Shop-Trak 2015 Shop Floor Training Guide Page 79 The Lake Companies, Inc.

88 Section 5 Labor Transactions Page 80 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

89 Section 5 Labor Transactions C. Next Transaction After completing the information for ending a Multi-Job, you can start your next transaction. The next transaction can be of any available transaction types. Select the transaction type to start next and begin your next transaction. Select the Back Button to return to the Ending Multi-Job form. Select the Undo & Exit Button to Cancel the Ending Multi-Job transaction completely. Shop-Trak 2015 Shop Floor Training Guide Page 81 The Lake Companies, Inc.

90 Section 5 Labor Transactions RTE Transactions If you are an employee that typically works offsite or cannot enter your daily time in a real time manner, your Shop-Trak administrator may set you up to be an RTE Employee. RTE employee s use a special Shop-Trak interface to report their time after the work has been performed. When a RTE Employee enters their Shop-Trak ID and selects the Send button they will see the following data entry form: Select the RTE button : Page 82 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

91 Section 5 Labor Transactions The following form will display: Choose Add Run to enter a Run Transaction Choose Add Indirect to enter an Indirect Transaction Choose Add Project to enter a Project Transaction Choose Cancel to Cancel the current entry Choose Done to leave this form Shop-Trak 2015 Shop Floor Training Guide Page 83 The Lake Companies, Inc.

92 Section 5 Labor Transactions Choose Add Run The following form will display prompting you for your job information: You will be prompted to enter: Job/Operation the job number and operation to report your time to Work Date this is the day that you worked the hours. If your shift crosses midnight, the work date is the day that the shift started on. Start this is the actual time you started working on this job/operation (not required) End this is the actual time that you stopped working on this job operation (not required) Hours/Min: This field is either a calculation of the difference between the Start/End times, or if the start/end times are blank, you may fill in the total hours. Page 84 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

93 Section 5 Labor Transactions You will be required to enter hours. Use either the Start/End method, or enter total hours. Shop-Trak 2015 Shop Floor Training Guide Page 85 The Lake Companies, Inc.

94 Section 5 Labor Transactions Fill in the Job/Operation and hours the corresponding information will display: Choose the Next button to enter quantities: Page 86 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

95 Section 5 Labor Transactions Choose Send when finished with this transaction. You will be prompted to add another RTE Run transaction. Either proceed, or choose Done to quit entering Run transactions. The Shop-Trak RTE form will display showing you the transactions you have entered up to this point. Shop-Trak 2015 Shop Floor Training Guide Page 87 The Lake Companies, Inc.

96 Section 5 Labor Transactions You now have the option to: Update Select and update a transaction Add Run Add another Run Transaction Add Indirect Add an Indirect Transaction Delete Delete a selected Transaction Cancel Cancel the current entry and delete all data entered. Done Leave the RTE transaction entry form, keeping all data entered. Page 88 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

97 Transaction Validation: Shop-Trak 2015 for SyteLine 9.00 Section 5 Labor Transactions As an RTE employee, you have the ability to enter transactions for time worked for the current week and week prior to the date of entry. You cannot enter transactions for dates in the future. Transactions entered by RTE Employees will be validated accordingly: Maximum hours per transaction may not exceed the Infor ERP SyteLine maximum of 168 hours. Transactions may be greater than 24 hours Job/Operations, Projects/Tasks must be valid and released (not complete) in Infor ERP SyteLine Indirect Codes must be valid codes in Infor ERP SyteLine Transactions will be allowed for the current week and for the week prior to the date of entry. Other dates, whether two or more weeks in the past or future will not be allowed. Only an Administrator may enter Out of Range transactions in the Shop-Trak Edit Transaction screen. There will be no validation of overlapping times, gaps in times, or missed time. Shop-Trak 2015 Shop Floor Training Guide Page 89 The Lake Companies, Inc.

98 Section 5 Labor Transactions Section Notes: Page 90 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

99 Section 6 Info Tab SECTION 6. INFO TAB Shop-Trak 2015 Shop Floor Training Guide Page 91 The Lake Companies, Inc.

100 Section 6 Info Tab 6.1. Visual Dispatch The Visual Dispatch can be accessed in 3 ways. The first way is to choose the option directly off the Info Tab of the Action menu. Typically when accessing the Dispatch in this manner, it is for informational purposes only. Page 92 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

101 Section 6 Info Tab Shop-Trak D B C F A E A. Enter a Job Number and click on the button to the right to search for the job within this resource or resource group. B. If your employee settings allow you to perform Job Material Transactions, you may select this button to issue or withdraw materials to or from the selected job. The job number will default in to the Job Material transaction form, from the job that is selected on the Dispatch tab. C. If your employee settings allow you to perform the WIP Move Transaction, select the WIP Move button to move quantities through the job routing or from the job to stock. The job number will default in to the WIP Move Transaction form from the job that is selected on the Dispatch Tab D. Select the Document button to view any documents attached to the job and job/operation. NOTE: your Company must have the Doc-Trak product installed to access this feature. E. Use the Job Search field to search for a job within the Resource Group. F. Select the Close button to close the Dispatch and return to the employee number prompt. Shop-Trak 2015 Shop Floor Training Guide Page 93 The Lake Companies, Inc.

102 Section 6 Info Tab The second option is to choose the Visual Dispatch button when starting a Run Transaction. This method is useful if you are not sure what job is ready for your resource group. To return a job to the Run Transaction form, select the job, then choose the Send Button: Page 94 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

103 Section 6 Info Tab Shop-Trak 2015 Shop Floor Training Guide Page 95 The Lake Companies, Inc.

104 Section 6 Info Tab The third option is to set the Employee Profile Auto-Launch Dispatch to checked. If this option is checked the employee will be taken directly to the Visual Dispatch when starting a Run, Setup, or Direct transaction. Select the job and then choose Send to start logging time to the job. Page 96 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

105 All three options will display the Visual Dispatch: Shop-Trak 2015 for SyteLine 9.00 Section 6 Info Tab NOTE: SHOP-TRAK ADMINISTRATORS CAN CHANGE CERTAIN ATTRIBUTES ON THE VISUAL DISPATCH. BASED ON AVAILABLE TRANSACTION TYPES AND ADMINISTRATIVE SETUP, YOUR SCREEN MAY LOOK DIFFERENT THAN THE SCREEHSHOT BELOW. Shop-Trak The Dispatch Tab displays job/operations by Resource Group and Resource. Users can manually select the resource group applicable to the work center you are working in by choosing it from the dropdown. Your administrator may have assigned you a default Resource or Resource Group, in this case, the Visual Dispatch will open and immediately display jobs applicable to the assigned Resource/Resource Group. After selecting the resource, you will see a list of jobs that are available to be worked on at the selected for that group. The information is arranged in priority order with the highest priority jobs listed at the top and other jobs listed in descending priority order down the screen. Shop-Trak 2015 Shop Floor Training Guide Page 97 The Lake Companies, Inc.

106 Section 6 Info Tab 6.2. New to Shop-Trak 2015 Visual Dispatch Controls Shop-Trak Administrators can now customize the Resource Groups that each Employee sees. The Shop-Trak Employee Profile, has a new grid that will hold each group available to the Employee. Found on the Controls Tab of the Employee Profile: Administrators will enter the Dispatch Groups for the employee and also choose a Default Group. By checking the option to Allow Resource Groups/Resources Only it will limit the employee to the available groups. Leaving this option unchecked, will display the available groups, but also display an All option to allow the employee to see all groups. Operations Tab: after selecting a specific Job/Operation, the bottom browser window will display the appropriate operations of the selected job. All operations are available for viewing, but the transaction information and Materials are specific to the job operation selected in the upper grid. The operations will be display in sequence order and show quantities received, scrapped, completed, and moved at each operation. Choose the Materials Tab to display the material details for the selected operation. Page 98 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

107 Section 6 Info Tab Choose the Job Trans Tab to display job transactions for the selected operation. Shop-Trak 2015 Shop Floor Training Guide Page 99 The Lake Companies, Inc.

108 Section 6 Info Tab Choose the Material Trans Tab to display material transactions for the selected operation. Page 100 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

109 Section 6 Info Tab The Dispatch Tab lists all jobs for the selected Resource or Resource Group. It is sorted based on the job sequence and status. There are 8 Job Status displayed to indicate which jobs need to be worked on first. Below are the status in order of highest to lowest priority. Late: These are operations that were scheduled to start prior to today. There are pieces received at the operation to work on, but it has not been started yet. Running: These are released operations and an employee is currently working on the operation. An open transaction exists. Started: These are released operations that a transaction has been performed against. The transaction(s) have a start and end time on them. Ready: These are released operations that have a quantity received from the previous operation, or from the release of the job. If a operation has a quantity available to work on, it will display on the Dispatch regardless of the scheduled start date. There are no transactions performed against the operation at this point. Late Arriving: These are operations that were scheduled to start prior to today. Pieces have not been received at the operation to work on. Arriving: These are released operations that have been scheduled, and the scheduled start date is within 4 days. There are no transactions against the operation and no pieces available to work on. Note Regarding the Late Arriving or Arriving status: Shop-Trak 2015 Shop Floor Training Guide Page 101 The Lake Companies, Inc.

110 Section 6 Info Tab Arriving in the next 4 days means literally, 4 days, including weekends. At this time the MCAL is not used in calculating the four days. This is logged as an enhancement project and may be included in a future release. Finished: These are operations where the completed quantity equals or exceeds the job quantity released. The transaction(s) that hold the quantity complete may be in Shop-Trak Edit Transactions, or SyteLine Unposted Job Transactions or Posted. Page 102 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

111 Section 6 Info Tab The second and third tabs will always display data for the job selected on the main Dispatch tab. The only exception will be when using the Open Job Search on the Indented Job Status tab. Click on the Indented Job Status Tab view all the details of the BOM along with any related sub-jobs. The quantity and hours data displayed on this tab is displaying posted data only. Unposted or Pending transactions are not included. The Indented Job Status Tab also has a field called Open Job Search. Use this field to find a job in ANY resource group. This is different than the Job Search button on the Dispatch tab that will only let you search for a job within the selected Resource Group. **When using the Open Job Search, the Indented Job Status and the Job Details tab will reflect data pertaining to the job that was searched on. Clicking back on the Dispatch tab, will re-set the display back to jobs for the selected resource group. **When the data on the Indented Job Status tab ties out to the data on the 2 other tabs, it indicates that all the transactions have been posted. Use the Job Details Tab to view all job related details. The quantity and hours data displayed on this tab include all posted and unposted or pending transactions. Shop-Trak 2015 Shop Floor Training Guide Page 103 The Lake Companies, Inc.

112 Section 6 Info Tab 6.3. View a Routing To view a job routing, select the View Job Routing button: This screen allows the user to view the routing of any job. By using this feature you are not required to have the printed job paperwork to continue working. Questions regarding job operations and job materials can be answered by viewing this report. Page 104 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

113 Section 6 Info Tab Enter the job number and select the View button. Select the Done Button when finished viewing the report. Shop-Trak 2015 Shop Floor Training Guide Page 105 The Lake Companies, Inc.

114 Section 6 Info Tab 6.4. Time Sheet Display Use the Time Sheet Display report to view detailed or summary information about your transactions. The Time Sheet display will also show you planned vacation days or other time off that your HR Department has recorded. Page 106 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

115 Section 6 Info Tab Shop-Trak Select the starting and ending date range and choose the Detailed View or the Summary View. To see any WIP Move transactions for the day, select the option to Include WIP Moves. Select the View button to display the report. Shop-Trak 2015 Shop Floor Training Guide Page 107 The Lake Companies, Inc.

116 Section 6 Info Tab Shop-Trak Figure 1 - This is the Detailed View Page 108 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

117 Section 6 Info Tab Shop-Trak Figure 2 - This is the Summary View Select the Done button when finished viewing the report. Select the Print button to print the report to the default printer of the workstation. Shop-Trak 2015 Shop Floor Training Guide Page 109 The Lake Companies, Inc.

118 Section 6 Info Tab 6.5. Labels Kanban and Bin Labels The Kanban Bin Label feature allows authorized employees to print Kanban Labels from the Shop- Trak Item Profile file and Inventory Bin Labels from the Item Master. This feature works with the Bartender label software. This software must be installed to print labels. Select the Kanban Bin Label button to select what labels to print. Page 110 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

119 Section 6 Info Tab Shop-Trak Sample Bin Label: Sample Kanban Label: Shop-Trak 2015 Shop Floor Training Guide Page 111 The Lake Companies, Inc.

120 Section 6 Info Tab 6.6. Print Pick List Select the Print Pick List option to print a copy of the Pick List for a specific job. When this option is selected, the following form will display: Enter the job that you would like to print the pick list for. You may also enter a Whse to pick from, or an operation starting and ending range, but these are optional. Check any of the options below to customize the report to suit your needs. Page 112 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

121 Section 6 Info Tab Below is a sample of the report: Shop-Trak 2015 Shop Floor Training Guide Page 113 The Lake Companies, Inc.

122 Section 6 Info Tab Section Notes: Page 114 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

123 Section 7 Material Tab SECTION 7. MATERIAL TAB Shop-Trak 2015 Shop Floor Training Guide Page 115 The Lake Companies, Inc.

124 Section 7 Material Tab 7.1. WIP Moves The WIP Move transaction enables employees on the shop floor to perform material move transactions separately from ending a Run Transaction. To perform a WIP Move transaction, choose the WIP Move button. Page 116 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

125 Section 7 Material Tab This screen allows the user to enter quantities complete, moved, and scrapped. This can be done between operations and/or the last operation based on the parameter settings defined. Shop-Trak In the image above, the WIP Move parameters are defined to allow users to not only Move completed quantities, but Complete Quantities, Scrap Quantities and Complete the Operation. Your Shop-Trak administrator may remove any of these options based on your company requirements. The image above shows a WIP Move transaction for the last operation of a job. Job: Enter the appropriate job number. Operation: Enter the last operation of the job. Complete: Enter the quantity of complete pieces. Qty Moved: Enter the number of pieces being moved to stock. Scrapped: Enter the number of pieces scrapped. Reason Code: Enter the proper scrap reason code. Lot: For Lot tracked Items, Enter the Lot for this quantity Move to Loc: Enter a valid SyteLine Stock Location, or select from the dropdown Shop-Trak 2015 Shop Floor Training Guide Page 117 The Lake Companies, Inc.

126 Section 7 Material Tab Operation Complete: Check the box if the operation is complete. Job Closed: Determine if the job is complete. Checking the box will change the job status to complete upon posting. Choose the Send button when done. A. Serial Tracked Items If the item that is moving to Stock is a Serial Tracked item, after clicking on Send, the Serial Number screen will prompt you to generate the serial numbers. Choose the Generate button to automatically generate the serial numbers. Page 118 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

127 Section 7 Material Tab Choose the Prefix button to enter a Serial Number prefix. Choose the Add button to enter the serial numbers manually. Choose the Clear button to remove the serial numbers and clear the form. Choose the Send button when done. The WIP Move screen will appear again, prompting you to enter another Move transaction. Select the Done button when finished entering WIP Moves. Shop-Trak 2015 Shop Floor Training Guide Page 119 The Lake Companies, Inc.

128 Section 7 Material Tab 7.2. Kanban Replenishment To perform a Kanban Replenishment select the Kanban Replenish button. The Kanban replenishment feature will be available to you as determined by the Shop-Trak Administrators. Prior information needs to be established in the Shop-Trak Item Profile before this feature can be used. Page 120 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

129 Section 7 Material Tab Items that are available for replenishment will display in the item drop down. You can also scan the item if from a Kanban Card if available. Shop-Trak Select the Replenish button to generate the replenishment order. Select the Clear button to clear the form and enter a different item. Shop-Trak 2015 Shop Floor Training Guide Page 121 The Lake Companies, Inc.

130 Section 7 Material Tab 7.3. Job Material Transactions The Job Material transaction will perform the issue of materials from Inventory to the job specified. To perform the Job Material Transaction, select the Job Material Transactions button. Page 122 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

131 Section 7 Material Tab The image above shows a Job Issue transaction for job operation 10. Job: Enter the appropriate job number. Operation: Enter the operation of the job. Item: Item of the job. Item Description: Description of the job item. Customer: Customer for the job, if applicable. Work Center: Work Center description for the job operation. Transaction Type: Select Issue to issue material to the job. Select Withdraw to withdraw material from the job and put it back into Inventory. Item to Issue: Choose the item to issue. If there is more than 1 material to issue, they will each display in the dropdown. Total Required: Quantity required for the job/operation. Issued: This figure shows what the quantity of this item that has posted to the job. Unposted: This figure shows the quantity that are not yet posted to the job. Remaining: This figure shows what has yet to be issued to the job. Qty Currently Issuing: The quantity being issued on this transaction. Enter the Quantity to Issue from the available locations in the grid. Each location for the item will display in the grid. You may enter a partial quantity in each location. The sum of the quantities entered will display in the Qty Currently Issuing field above. Shop-Trak 2015 Shop Floor Training Guide Page 123 The Lake Companies, Inc.

132 Section 7 Material Tab If the item being issued to the job is a serial tracked item, select the Serial Number tab to choose what serial numbers to issue. Serial Number Search Field Choose the Serial Numbers for the item you are issuing to the job. As Serial Numbers are selected, the Qty Selected field will increment. When you have chosen all the Serial Numbers, choose the Send button to complete the transaction. To find a specific Serial Number, enter the number in the search field and click the button. It will search through all the Serial Numbers in all locations and return the results. Choose the Send button to submit the entry. Choose Done when finished performing Job Material Transactions. Page 124 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

133 7.4. Visual Serialization Shop-Trak 2015 for SyteLine 9.00 Section 7 Material Tab Syteline added the feature to allow materials to be issued to a predefined Job Item Serial or Lot number. If the job has predefined Lot or Serial numbers, Shop-Trak 2013 SP02 (and higher) has enhanced features to allow the employees on the shop floor to choose the serial or lot number of the finished good that they are issuing materials to. To Perform this function, select the button from the Materials Tab. Shop-Trak 2015 Shop Floor Training Guide Page 125 The Lake Companies, Inc.

134 Section 7 Material Tab Select the Job and the Operation to issue the materials to. Tab out of the Operation Field. The Visual Serialization Tab will only be available if the job has Predefined Serial or Lot numbers. Enter the Job and Operation to issue the material to. Tab out of the Operation Field The Visual Serialization tab will be available if the job has predefined Lots or Serials. Material SN1, is Job Material Sequence 13. Quantity required per unit is 3. One has already been issued. Serial number15. This changed the Color Indicator to Yellow. Left Hand Side Displays the Predefined Lots or Serials for the Job. Right Hand Side Displays the Lot or Serial Tracked Materials for the Job Operation. The Left Hand Side: The Left Hand Side will display the Lots or Serials that are Predefined for the job. Note the Color Indicators: A GREEN indicator means that the requirements have been fulfilled. A YELLOW indicator means that the requirements are partially fulfilled. A RED indicator means that nothing has been issued yet. The Right Hand Side: The Right Hand Side will display the materials required on the job. In the example above item SN1 is required on operation 18. This is a fairly simple example. There is only one serial tracked material on operation 18. If there were more than one, each material would be displayed on the Right Hand Side. Page 126 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

135 Section 7 Material Tab Activate the Ctrl button to select multiple Serial Numbers from the right to drag to the left side. Select the UP arrow to maximize the form to view more data. Click the Plus Sign to expand the levels. Click the Minus sign to collapse the levels. Item SN1 is in Stock Location FLOOR. Available Serial numbers are listed when the Expand Box is selected. To issue the materials, simply drag the serial numbers from the left side to the right side. If you have Touch Screen Monitors, you may also use your finger or a stylus to drag the materials to the left side. Shop-Trak 2015 Shop Floor Training Guide Page 127 The Lake Companies, Inc.

136 Section 7 Material Tab Serial numbers 2,3 and 4 no longer appear on the Inventory side. In the screenshot above, the Ctrl button was activated. Serial Numbers 2,3 and 4 were selected from the right hand side and dragged to the left hand side. Note the Color Indicator changed to Green indicating that the material requirements have been met for finished item that has Serial Number Choose the Send button when done. The materials will be issued to the job. Choose the Undo button to cancel the action. Page 128 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

137 7.5. Unit Serialization Shop-Trak 2015 for SyteLine 9.00 Section 7 Material Tab The Unit Serialization Tab becomes available if the material to issue is entered in the Item field in the upper portion of the form. The main objective of this form is to allow the users to rapidly issue on material to multiple Job Serial Numbers. The link between the Serial Number of the Finished good and the Serial Number of the job material will be created and visible within Syteline on the Serial Number form. Enter the single material to issue in this field. Tab out of the field The Unit Serialization Tab becomes active. Scan in the Serial Number of the Finished good. Scan in the Serial Number Material to issue to the Finished Good. For Material SN1, 3 are required per Unit. Unit of Measure for the Material is Each. Use the Unit Serialization tab when working with one material and issuing it to multiple finished good serial numbers. Select the CLEAR button to Clear the Job Serial Number. Choose the Send button when done. The materials will be issued to the job and the one to one linking of the job material will be created and visible within Syteline on the Serial Number form. Shop-Trak 2015 Shop Floor Training Guide Page 129 The Lake Companies, Inc.

138 Section 7 Material Tab To assist in the entry of the serial numbers, the following reports can be run from the Shop-Trak Reports menu in SyteLine. A. Shop-Trak Job Material Serial Numbers Report Use this report as document to collect the serial numbers of the serialized job components. Enter the job number range to print the report for. Check the box to Print Barcode Format if barcodes should display on the report. In the example shown on the next page, a job is released for 5 Custom Bikes, item BK When this job was created, all the serial numbers for the ten Bikes were generated upfront (preassigned) before the job was released to production. This report will print the preassigned serial numbers for each of the ten bikes and also print the associated barcode for each serial number. Below each one of the job items are the serialized materials on each operation. The serial numbers can be entered in manually into the blank Unit S.N box, or the Shop-Trak Item Serial Number Labels Report can be run to print the serial numbers on labels that can be manually placed onto the report. Page 130 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

139 Section 7 Material Tab B. Shop-Trak Item Serial Number Labels Report Use this report to print off a range of serial numbers, or print off the serial numbers of an item range. Only serial numbers that have a status of In Inventory will print. This report will print the serial numbers on preformatted 1 x 4 labels, these labels could then be used to complete the Shop-Trak Job Material Serial Numbers Report shown above. The completed report could be used as an aid when actually performing the transactions in SyteLine to create the one to one link. Use the Syteline Report Options to define the printer that the labels will print to. Shop-Trak 2015 Shop Floor Training Guide Page 131 The Lake Companies, Inc.

140 Section 7 Material Tab The report can be run for a starting and ending range of serial numbers, or it can be run for a starting and ending range of items. The labels will look similar to the example below: Page 132 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

141 Section 7 Material Tab Section Notes: Shop-Trak 2015 Shop Floor Training Guide Page 133 The Lake Companies, Inc.

142 Section 7 Material Tab 7.6. JIT Production The JIT production transaction allows Shop-Trak employees to move completed quantities to Inventory. JIT Production transactions are not associated with jobs. To perform the JIT Production transaction, select the JIT Production button. Page 134 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

143 Section 7 Material Tab You will enter the Item and the quantity complete. Select the Send button information is correct. when all If the item is serial tracked, use the Serial Number Tab to generate serial numbers. Note: To perform a JIT transaction, the item needs to be Manufactured with a cost type of Standard. Shop-Trak 2015 Shop Floor Training Guide Page 135 The Lake Companies, Inc.

144 Section 7 Material Tab 7.7. Production Schedule Completions Use the Production Schedule Complete transaction Production Schedule. to report completed pieces against a Page 136 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

145 Section 7 Material Tab When this option is selected the following form will appear: Enter the Item that you have completed pieces for. Note: this field is not a dropdown field. The Item will need to be manually entered, or even better, scanned into the field. Validation will occur to verify that the item is eligible to be produced on a Production Schedule. The item needs to be a Standard Costed, manufactured item. If it is not, this message will appear: Once a valid item is entered, select the Schedule ID. Select the dropdown to see all the Production Schedules for that item. The Schedule Id may also be scanned in from the Production Schedule Paperwork report. Next, select the Operation. It is important to note that you may only report completed pieces to operations that are defined as a Control Point. If the operation is not a Control Point, this message is displayed, preventing any quantities to be entered: Shop-Trak 2015 Shop Floor Training Guide Page 137 The Lake Companies, Inc.

146 Section 7 Material Tab Enter the Quantity Completed and the Quantity Scrapped if applicable. If the Item is a Serial Tracked item, you will be required to generate serial numbers for each piece before completing the transaction. Select the Serial Number Tab and generate serial numbers. When all the information is correct, select the Send button to finish the transaction. Page 138 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

147 7.8. Work Center Material Transactions Shop-Trak 2015 for SyteLine 9.00 Section 7 Material Tab Use the Work Center Material Transaction independent of a job or production schedule. to issue materials directly to a Work Center, When this option is selected enter the Work Center that the material should be issued to. Next, enter the item that is to be issued to the Work Center. The grid on the bottom will populate with each location/lot that this item is associated with. Shop-Trak 2015 Shop Floor Training Guide Page 139 The Lake Companies, Inc.

148 Section 7 Material Tab Choose from the available selections by entering the quantity to issue in the Quantity field. Pieces may be issued from more than one location/lot if needed. The Qty Currently Issuing field in the upper half of the field will display the total of the Quantity entered. Choose the Send button to submit the entry. Choose the Clear button to erase data from the form and begin again. Section Notes: Page 140 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

149 Section 7 Material Tab Shop-Trak 2015 Shop Floor Training Guide Page 141 The Lake Companies, Inc.

150 Section 7 Material Tab 7.9. Backflush Lots and Serials A. Administrative Setup To enable this functionality, these steps need to be taken: 1. Inventory Control Parameters Check one or the other or both: Enable Backflush Lot Numbers Enable Backflush Serial Number In order to enable backflushing the On Hand Neg option must be checked. 2. Once these parameters are enabled, the backflush field will be available on the Items form for Lot or Serial tracked items. The backflush indicator needs to be checked to allow backflushing of lot or serial tracked job materials. 3. When completing pieces on the following transactions a new form will appear to allow the employees to select the Lots or Serial numbers to backflush according to the corresponding BOM: RUN Check Job BOM for Backflushed Items Production Schedule Complete Check PS Routing for Backflushed items. JIT - Check Current Routing for Backflushed items Move Check the Job BOM for Backflushed items Shop-Trak will provide 2 methods to perform the backflushing. 1. The employee that is ending the transaction from the Shop-Floor can select the lots or serials at time the transaction is ended or the WIP Move transaction is entered. 2. The employee can end the transaction and the transaction will be held in Shop-Trak until the lots and serials are selected at a later time, by accessing the Backflush Lots and Serial button from the Material Tab of the action menu. The standard Syteline Backflushing hierarchy will be used to find the backflush location. Backflushing will only use inventory from the Default Whse found on the Inventory Control parameters. Page 142 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

151 Section 7 Material Tab New Shop-Trak Parameters: 1. Shop-Trak Work Center Profile Backflush Required: At the Work Center level, controls can be set to control when the completion of assigning the lots or serials can be performed. There are 3 options: A. Never NOTE: this is the Default Setting for any pre-existing Work Center Profiles. If the work center is set to Never, at the time the employee on the shop floor is entering or completing a transaction that completes or scraps quantity, they will not be prompted to perform the backflushing requirements. The transaction will be sent to the new Shop-Trak form called Backflush Lot and Serial Selection. The backflushing requirements will be performed at a later time. Transactions will remain in this form until the lot or serial number fulfillment is complete. B. Prompt If the workcenter is set to Prompt, the employee will be shown the form to perform the backflushing of the lots and serials. Partial completion of the backflushing requirements may be performed. The employee may also perform the full backflushing requirements, or choose to send the transaction through without selecting any lots or serials. If the full backflushing requirements have not been met, the transaction will be sent to the new Shop-Trak form called Backflush Lot and Serial Selection. The backflushing requirements will be performed at a later time. Transactions will remain in this form until the lot or serial number fulfillment is complete. C. Required If the work center is set to Required, the employee will be required to fulfill all the lot and serial number assignment prior to completing their transaction. If there are not enough lot or serial numbers available in inventory, the employee will be held up from ending the transaction until the quantities available in inventory are adequate to fullfil the backflushing needs. Transactions that have all the lots or Shop-Trak 2015 Shop Floor Training Guide Page 143 The Lake Companies, Inc.

152 Section 7 Material Tab serials assigned at the time the employee ends their transaction will transfer and post to SyteLine when the employee s transaction transfers. 2. Shop-Trak Employee Profile: General Tab Backflush Lots and Serials : There is a new selection under the Available Menu Options called Backflush Lots and Serials. Checking this option at the employee level, will allow the employee to see a new option on the Materials Tab of the Shop-Floor Menu. This new form is called Backflushed Lot and Serial Selection. The employee may access this form if the requirements for the lots and serials were not fulfilled at the time the transaction was ended. Transactions will remain in this form until the lot or serial number fulfillment is complete. 3. Shop-Trak Employee Profile: Controls Tab Backflush Administrator : There is a new Tab on the Employe Profile called Controls. On this tab is a new field called Backflush Administrator. Checking this option will give this employee the ability to perform the backflushing for transactions created by any employee. If this option is not checked, the employee can only perform the backflushing requirements on transactions created by themselves. Page 144 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

153 Section 7 Material Tab Shop-Trak 2015 Shop Floor Training Guide Page 145 The Lake Companies, Inc.

154 Section 7 Material Tab B. Performing Backflushing Requirements from the Shop Floor When Ending Transaction or performing a WIP Move: Job/Suffix and Operation that the employee is completing pieces on. Above is an example of the form the employee will see when ending or performing a transaction and completing pieces on a job that has backflushed lot or serial tracked job materials. Information about the job that the employee is reporting on is supplied in the upper portion of the form along with the quantity complete and scrapped as reported by the employee. There are 2 main forms below the header information: The left hand side will list each job operation, (in this example the backflushed materials only exist on operation 10) and the materials that are backflushed at that operation. The materials could be lot or serial tracked, all will display. The right hand side header shows what warehouse the materials will be backflushed from. Below the header, it will list each material. Clicking on the plus sign for any of the materials will expand to show the locations and the available lots or serials in each location. If there is no inventory available in the lot or location, Out of Inventory will display. Page 146 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

155 Section 7 Material Tab Shown below is what the grid will look like if the employee clicks on the expand box on the first material: These are all the materials that are either lot or serial tracked that are set to be backflushed. This job material requires 1 per. Backflush location is STOCK. These are all the serial numbers in the STOCK location. If this item was Lot tracked the lots would be displayed here also. The grid now displays all the serial numbers available in location Stock. The employee will then select the serial number of the material he would like to take out of inventory and issue to the job. Note on the left grid, the first material requires a quantity of 1 per unit. If the item is lot tracked the available location/lots would be displayed. The employee will click on the serial number they want to issue and drag it to the left hand side. Touch screen is applicable if enabled in the Shop-Trak Parameters, Flags Tab. If the user has a touch screen monitor, they can use their finger or a stylus to drag the serial number to the left hand side. The application will know where to drop the serial number based on the item. Shop-Trak 2015 Shop Floor Training Guide Page 147 The Lake Companies, Inc.

156 Section 7 Material Tab Click or Tap the Ctrl button to activate the CTRL key as on a Keyboard. When it is active, click on multiple serial numbers and drag the group to the left hand side. If the serial number selected is not correct, it can be moved back over to the right hand side. Note the color changes: A GREEN indicator means that the requirements have been fulfilled. A YELLOW indicator means that the requirements are partially fulfilled. A RED indicator means that nothing has been issued yet. If the Work Center profile for this work center is set to Prompt - at this point the employee could choose the send button and the material would be issued. The employee s transaction is now complete, and the employee would be allowed to start a new transaction. If the Work Center profile for this work center is set to Required, the employee would not be allowed to leave this form until all the backflushed materials lots or serials have been selected and fulfilled the requirements. Completing the Backflush Requirements After the Transaction: If an employee has the Shop-Trak transaction Backflush Lots and Serials enabled on their Shop-Trak Employee profile, they will have access to a new transaction type found on the Materials Tab of the Shop-Trak action menu. Page 148 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

157 Section 7 Material Tab Opening this form will display the transactions that have not had any lots or serials assigned, or are partially completed. If the employee has Backflush Administrator checked on the Controls Tab of the employee profile, all transactions that need lot or serials assigned will be displayed. If the employee does not have Backflush Admin checked on the employee profile, they will only see transactions created by themselves. Note: Only Run, Setup, or WIP Moves will be held in this form if the backflushing is not complete. Production Schedule Complete or Scrap and JIT Transactions will require the full backflushing requirements to be done at the time the transaction is entered. Filters are available on the form to allow the transactions to be filtered by Employee, Job, WC or transaction date. Checking the Include Backflush Completed option will also display all jobs that have met the backflush requirements, but have not yet transferred to SyteLine. Note the Color Indicator, this job is partially complete. Selecting the Bypass option, will allow the transaction to transfer to Syteline Unposted without completing the backflush requirements. Bypass is only accessible if the status is Red, or not started. Shop-Trak 2015 Shop Floor Training Guide Page 149 The Lake Companies, Inc.

158 Section 7 Material Tab Highlight the job and click on the Send Button: The same form will open that the employee used when performing the transaction. Note that the one serial number that the employee did assign is still visible: The transaction will remain in this form until the backflush requirements are met. Checking the Bypass option will allow the transaction to transfer to SyteLine Unposted without meeting the backflush requirements. Note: Bypass is only accessible if the status is Red, meaning no serial or lot assignment has been done for the job. Page 150 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

159 Section 7 Material Tab C. Backflushing Lot Tracked Material Refer to the screenshot below. Employee has just ended a Run transaction on job , Operation 20. The employee has reported 5 pieces complete. Operation 20 is a control point and Operation 10, not a control point, has two materials set to backflush. One is a Lot tracked material and one is a Serial tracked material. Work Center Profile for Work Center INS-20 is set to PROMPT. Operation Item Qty. Required Backflush Location Materials in Inventory for the Backflush Location The job material on seq. 9 [BK-Part2], is a lot tracked material. Backflush location is FLOOR. Expanding the location field on the right hand side shows that there are 200 on hand in that location, Lot are required. Drag the complete lot to the left hand side Shop-Trak 2015 Shop Floor Training Guide Page 151 The Lake Companies, Inc.

160 Section 7 Material Tab There are 200 on hand in this lot. Drag the lot to the Job Material side The form below shows the results of the action: Notice the results: Page 152 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

161 Section 7 Material Tab The quantity on hand in location: FLOOR has been reduced to 190 The job material color indicator has turned GREEN, indicating the backflush requirements have been met. The status bars on the bottom of the form, indicate that 10 of 10 Required 0 still needed. The color indicator for the job operation has changed to YELLOW indicating that the backflush requirements are partially complete for the operation. If there is no quantity on hand in the lot, the user will see the following: In this case, the employee will not be able to complete the backflushing requirements until the quantity on hand is equal to or greater than the quantity required. Note: If the Work Center Profile for INS-20, is set to REQUIRED, the employee will NOT be able to end their transaction or perform the WIP Move without completing the full backflush requirements. If the Work Center Profile for INS-20 is set to PROMPT, the employee will be allowed to end or enter the transaction without completing the backflush requirements, but the transaction will be held in the Backflush Lots and Serial form to be completed at a later time. The employee s transaction will not transfer to SyteLine until the backflushing requirements are complete. Shop-Trak 2015 Shop Floor Training Guide Page 153 The Lake Companies, Inc.

162 Section 7 Material Tab D. Special Considerations: Team Transactions: Due to the method Shop-Trak uses to split quantities complete to each team member, Team Work Centers will always default to Never Team transactions will always go to the Backflush Lots and Serials form for lot and serial assignment. The Team leader will not be allowed to select the lots and serials at the time the Team transaction is ended. Multiple Scrap Reason Codes: If pieces are being scrapped on a job that has backflushed lot or serial tracked material, the Multiple Scrap Reason Codes option will NOT be available. Reason: Separate WIP Moves are created for each scrap reason code and the lots or serials selected. Negative Inventory: Following Standard SyteLine rules, Shop-Trak will only allow inventory to go negative when using the JIT transaction for an Item that has backflushed Lot tracked materials. Negative inventory is not allowed when performing any other transaction type. Production Schedule Complete & Scrap, and JIT Transactions: Production Schedule Complete & Scrap Transactions, and JIT Transactions are required to meet the backflush requirements at the time the transaction is entered. No Partial completions will be allowed. Negative Lots Transactions that drive the on hand quantities for lot tracked materials negative are only allowed when performing a JIT transaction. Transaction Posting Run, Setup and Wip Move transactions will transfer to the SyteLine Unposted Job transaction form and post to the Jobs when the posting procedure runs. If the Shop- Trak Background Polling is running, this utility will post the transactions. If the Shop-Trak Background Polling is not running the transactions will need to be manually transferred to SyteLine Unposted using the Shop-Trak Transfer Transactions to SyteLine utility. Production Schedule Complete & Scrap, and JIT Transactions post automatically to SyteLine via the Taskman service. If errors are encountered on posting, the transactions will reside in the Shop-Trak Pending Production Schedule Complete, and Shop-Trak Pending JIT transactions forms. The transactions cannot be edited Page 154 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

163 Section 7 Material Tab in these forms. If the error condition cannot be corrected in SyteLine, the transaction will need to be manually deleted and re-entered Shop-Trak 2015 Shop Floor Training Guide Page 155 The Lake Companies, Inc.

164 Section 7 Material Tab Lot Attributes If a lot tracked item has Lot Attributes defined within SyteLine/Items form, employees on the Shop-Floor will be allowed to fill in the attributes when moving lots to Inventory. Note: Please refer to the SyteLine online help in setting up the Lot Attributes for Items. Below is a screenshot of a WIP Move transaction that is going to move 2 completed items into inventory. The item is a lot tracked item. The item has Lot Attributes defined in SyteLine. Lot 6 will be put into inventory. The Employee will choose the Send button. Quantity of 2 will be moved to Inventory. After the employee chooses the Send button, the Lot Attributes form will be displayed for the employee to enter the attributes for lot 6. Page 156 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

165 Section 7 Material Tab Predefined in SyteLine on Items Form. Entered by employee on Shop Floor The employee will choose the Send button to complete the WIP Move. The values entered by the employee will be visible on the Lots form in SyteLine. Lot #6. Shop-Trak 2015 Shop Floor Training Guide Page 157 The Lake Companies, Inc.

166 Section 7 Material Tab Piece Tracking Your Shop-Trak administrator may require that quantities moved into inventory, or taken out of inventory be tracked at a piece level. For example, let s work with a 12 ft. roll of plastic bubble wrap. An employee completes 2 rolls. They move to the cutting machine and one of the rolls is cut in half to satisfy the requirements of a Customer order. When the employee performs the transaction to move the 1 full roll and 2 pieces to inventory, the Piece tab will be available to record the 2 6ft. pieces. Page 158 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

167 The employee selects the Piece Tab and enters the two 6ft. pieces: Shop-Trak 2015 for SyteLine 9.00 Section 7 Material Tab Now, the item on hand quantity in SyteLine will show a quantity of two. But while on the Item form in Syteline, if you click on the Pieces button, it will show two 6ft. pieces. Prior to using this option your administrator will need to set up the attributes for the pieces in Syteline. Refer to the SyteLine Help for information on how to do this. Shop-Trak 2015 Shop Floor Training Guide Page 159 The Lake Companies, Inc.

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169 Section 8 Doc-Trak Integration SECTION 8. DOC-TRAK INTEGRATION Shop-Trak 2015 Shop Floor Training Guide Page 161 The Lake Companies, Inc.

170 Section 8 Doc-Trak Integration 8.1. Doc-Trak Document Button In order for this section to be applicable to your Company, the Doc-Trak product must be installed on the database that the Shop-Trak client session is connecting to. Throughout the Shop-Floor application the Doc-Trak Document button is available for employees that will allow them to view documents attached to records in Syteline. It is important to note that only documents that have the option to View in Shop-Trak enabled will be visible. Below is a screenshot of the Doc-Trak form in Syteline. The document was attached to job Note that the View in Shop-Trak option is checked making the document available to the Shop-Trak shop floor. Now if the employee were to start a transaction on job , or use the Visual Dispatch to see the jobs in his or her resource group, the Document button is active and the document is visible: Page 162 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

171 Select this button to view available attachments. Shop-Trak 2015 for SyteLine 9.00 Section 8 Doc-Trak Integration Click on the link to open the attachment and it is visible to the user: As another option, when the Job Packet is printed in Syteline, with the proper Doc-Trak setup, the job packet may be attached directly to the job in SyteLine when it is printed. This document may also be immediately visible on the Shop-Floor! Shop-Trak 2015 Shop Floor Training Guide Page 163 The Lake Companies, Inc.

172 Section 8 Doc-Trak Integration Below is an example of the Document button accessed from the Visual Dispatch: Page 164 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

173 Section 8 Doc-Trak Integration 8.2. Adding Shop-Floor Documentation to SyteLine Drag and Drop Doc-Trak version 2013 is required in order to enable this feature. The following Syteline Modules will allow employees to upload documents into SyteLine from defined point of use areas within the Shop-Trak Shop-Floor. This feature is enabled or disabled based on Shop-Trak parameters. Employees can easily scan and attach information from their workstation or a qualified Windows mobile unit directly into key areas in Syteline. Job Job Materials Job Operations Production Schedules Production Schedule Items Production Schedule Operations Service Repair Orders QC Test Result Entry Setting up the Doc-Trak Rules Create the Document Saving rules in Doc-Trak. These rules specify the module to attach the documents back to, and the file saving name. The Rule below pertains to Job Operations. If this rule is selected, any files dragged onto the Blue folder will be stored in the network location that is filled in the Saving Rule field. Shop-Trak 2015 Shop Floor Training Guide Page 165 The Lake Companies, Inc.

174 Section 8 Doc-Trak Integration **Note: See the Doc-Trak Product Manual for detailed information on the setup and use of this form. On the Attach Options tab of the Rule, the option is check making the rule available to the authorized employees: Page 166 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

175 Section 8 Doc-Trak Integration Shop-Trak 2015 Shop Floor Training Guide Page 167 The Lake Companies, Inc.

176 Section 8 Doc-Trak Integration Setting up the Shop-Trak Controls This step would be performed by the Shop-Trak administrator prior to use on the shop-floor. Once the Doc-Trak rules are in place, there are controls in Shop-Trak that determine what employees are allowed to perform the drag and drop. There are also Work Center controls, that depending on the Work Center the employee is working in, will determine if documents can be added using the drag and drop functionality. To allow employees on the Shop Floor to use the drag and drop to allow attachments to be added to Syteline, the following prerequisites must be met: A. The Doc-Trak Document Saving Rule in SyteLine, must have the option checked to Show Saving Rule in Shop-Trak. B. The Shop-Trak Employee Profile must have the option checked to Allow Document Saving Rules. See screenshot below. C. Depending on the Work Center the employee is working in, the Shop-Trak Work Center Profile must have the option checked to Allow Document Saving Rules. See screenshot below. Shop-Trak Employee Profile - Controls Tab: Employee 1 has the option enabled to allow them access to the Doc-Trak Saving Rules. Page 168 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

177 Section 8 Doc-Trak Integration Shop-Trak Work Center Profile Controls Tab: Work Center FA-400 has the option enabled to allow the work center accessibility to the Doc-Trak Saving Rules. Shop-Trak 2015 Shop Floor Training Guide Page 169 The Lake Companies, Inc.

178 Section 8 Doc-Trak Integration Now that the setup is complete, let s see how it works! Employee 1 is running the Shop-Trak application on a Windows Tablet. He starts a Run transaction on job He is performing the assembly of item FA One of the materials required for assembly is a Frame. The employee takes a snapshot of the frame that is picked. It is stored on his device. He would like to attach this image to the job operation in Syteline. The employee logs into the job to begin assembling the Bike. To attach the photo of the frame to the Job Operation, the employee will select the Doc-Trak Documents Button. Select the Doc-Trak Documents Button Page 170 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

179 Section 8 Doc-Trak Integration The employee will see that there is a quality document that was previously attached to the job operation in Syteline. The employee will select the Load Docs button. The employee will then be prompted to select the Doc-Trak Document Saving rule that was previously setup in SyteLine: Shop-Trak 2015 Shop Floor Training Guide Page 171 The Lake Companies, Inc.

180 Section 8 Doc-Trak Integration Select the Doc-Trak Document Saving Rule Select the Rule, then select the Next Button; The employee will then navigate to the location that the Photo was stored in and drag it to the Drop File(s) Here location on the form. Page 172 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

181 Section 8 Doc-Trak Integration Because the Doc-Trak Document Saving Rule has View in Shop-Trak enabled, the document is immediately visible in Shop-Trak: Document is now accessible from Shop-Trak Shop-Trak 2015 Shop Floor Training Guide Page 173 The Lake Companies, Inc.

182 Section 8 Doc-Trak Integration The image of the frame was saved to the network location according to the Doc-Trak Document Saving rule and was attached to the Job Operation record in SyteLine. Document saved to network location. Document attached to the Job Operation in Syteline. Page 174 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc

183 Section 8 Q & A SECTION 9. Q & A Shop-Trak 2015 Shop Floor Training Guide Page 175 The Lake Companies, Inc.

184 Section 8 Q & A 9.1. Forgot to Punchout What happens if I forget to Punchout at the end of the day? You will need to end your transactions that are open from the previous log in to Shop-Trak, and then you may begin your new day. Enter your Shop-Trak ID and answer the Employee Confirmation: You will then see this message indicating that you forgot to punchout from the previous day: Shop-Trak Open Transaction from Yesterday Today s Date Choose OK to proceed. The next screen will show you the transaction(s) that are still open from the last time you logged in to Shop-Trak. Page 176 Shop-Trak 2015 Shop Workstation Training Guide The Lake Companies, Inc