The scheduling by worker view allows you to have a macro visualization of the different production orders assigned to the different workers throughout the day/week/month. It provides insights into different workloads and capacities of the company, considering the available filters.
Available Filters
There are several filters available to help you understand in more detail the production order distribution per worker in the scheduling menu.
Scale: Periodicity that will be displayed on the Gantt chart. The values available are hour, day, week, month.
Shipping: Only the production orders with the shipping identified on the filter will be displayed. In that same context, only the workers associated with those production orders will be listed.
Product: Only the production orders that have the identified product will be displayed.
Section: Only the workers that belong to the identified section will be presented on the listing. The load and capacity will be adapted accordingly.
Worker: Only the production orders assigned to the filtered worker will be presented. The load and capacity will remain the same.
Hide Weekends: If selected, the weekends will not be presented on the Gantt chart.
Date filter: Time interval to be displayed on the Gantt chart.
Available Functionalities
1. Assign workers to the production order
To assign workers to the production orders, press on the production order bar (1) and assign the desired workers (2).
Afterward, the order will be distributed by the identified workers - See below:
Note that you'll also have that information reflected on the production order screen, on the "Assigned Workers" field.
When assigning different workers to the production orders, the load will be rearranged accordingly, check this article to get a more detailed explanation of how load and capacity are calculated.
2. Edit the production order start date/date and duration
Drag the Start and End Date of a Production Order:
To edit the start and end time of a production order, 'click and hold' the production order you want to re-schedule and drag it to the desired date. You can also enter your production order by clicking on its bar.
Increase/Decrease the duration of a production Order:
If you want to increase/decrease the production order duration, you can also do it by expanding/shrinking its bar size on both borders. See the image below:
Depending on the production order status, they can have multiple colors to help differentiate their progress. Their meaning is detailed below:
In Progress: There are open production records in that production order.
Completed: All units on the production order have been completed.
Delayed: The production order end date is in the past, and not all units have been completed.
Scheduled: The production order end date is in the future and not all its units have been completed.
Note that if you try to assign a worker that belongs to a worker group already assigned to the production order, that worker will not be added to the "Assigned workers" field in the Production Order screen.
If after reading this article you still have some doubts, feel free to reach out to us through our Live-chat feature, or directly to your CSM.