Search For and Allocate Employees
Explanation
Use this activity to search for and allocate employees
to the operations planned on a work order.
Prerequisites
Operation lines should exist on the relevant work order to perform this activity.
System Effects
As a result of this activity one or more employees will
be allocated to an operation.
- If the number of planned men = 1 on the operation
and previous allocations do not exist, the person will be allocated directly on
the operation on the upper part of the
Prepare Work Order/Operations
tab.
- If the number of planned men is greater than one
and no allocations exist, the employees will be displayed on the lower
section of the
Prepare Work Order/Operations tab.
- If one or more employees exist on
the lower section of the
Prepare Work Order/Operations tab, any new
allocations will be added along with this.
- If a signature exists on the operation on the upper section of the
Prepare Work Order/Operations
tab, this
allocation will be moved down to the lower part.
Window
Prepare Work Order
Related Window Descriptions
Prepare Work Order
Prepare Work Order/Operations
Allocate Employees
Procedure
- Open the
Prepare Work Order window and query for an existing
record (F3).
- Create operation lines if none exist.
- Enter details based on your requirement.
To manually allocate employees:
- Create a new record in the lower section of the tab.
- In the Allocation No. field, enter a unique
number for the order of allocations. Optionally, you can leave this field
blank and a value will be assigned automatically.
- Enter (or select from the List of Values) the signature of the employee who is to be
allocated in the Executed By field as well as the number of hours
required for the allocation in the Allocated Hours field.
- Enter the start and end dates for the allocation in the
Planned Start and Planned Finish fields.
- Enter values in the rest of the fields as required. Use the List of Values to
select suitable values.
- Repeat steps 1 - 5 as required.
- Save the information (F12).
To search and allocate employees:
- Right-click on the operation line and then click
Allocate Employees. The
Allocate Employees window
opens. The fields on the window will be populated based on the information
entered on the operation line.
- Enter additional details or change the existing
ones according to your requirement. Use the List of Values where applicable.
- Select the Exclude Schedule check box if the
employee is considered to be available twenty four hours a day.
- Clear the Include Sub Craft check box if
you want to exclude the sub crafts (if applicable) in the search. Note:
The Include Sub Craft is selected by default if the craft contains a
structure.
- Select the Show All check box if you want
to view all the employees who fulfill the search criteria regardless of their
availability.
- Click Search.
- Click the
Allocate Employees/Results
tab and select the Allocate check box against the employees that
should be allocated to the operation (alternatively you can select multiple
rows, right-click and then click Allocate).
- Click OK.