Manufacturing > Production tracking > Shop floor tracking > Employee activity 

This function allows a manager or supervisor to review active or historical data from Shop floor transaction records (SFTTXN). This data includes records generated via the Shop floor tracking (SFT) workbench and those added manually for individuals or Summary teams.

A successful implementation includes defining or updating Sage X3 security profiles so that only authorized users can access this function.

Primary actions include:

  • Enter time card data manually from the back office.
  • Review and correct Shop floor tracking activities.
  • Create, modify, and delete Shop floor transaction records.
  • View historical records (SFTTXNH) that have been posted using the Labor validation function (FUNSFTVAL)

Search Criteria

Because the number of records generated in a day or during a shift can be significant, you can filter search results using criteria such as Employee ID, Team, Site, Shift date, Work order, Work center, and Operation.

You can also use the check boxes to refine results:

Activity: Clock in/out, Indirect, Break, Setup, and Run

Options: Open, Closed, Errors, and History

See the help for each field for more information.

Grid

The grid serves two main purposes:

  • It displays all records that match your search criteria.
  • It allows you to perform all maintenance activities (create, modify, delete) associated with labor entry or to correct employee clocking entries.

You can perform the following maintenance activities on records that have not been posted:

Create – Add a new line to the bottom of the grid to create a new record.

Delete – From the Action menu at the beginning of each line, select Delete.

Modify – Varies by line and subject to controls and validations required to maintain referential integrity.

You cannot perform maintenance activities on records that have been posted. That is, historical records from the SFTTXNH table.

Only employee and Summary team records can be entered. You cannot add Detailed team records.

    Prerequisites

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    Entry screen

    Fields

    The following fields are present on this tab :

    Criteria

    Enter an employee ID to display records for a single employee.

    If the employee is a member of a Detailed team, individual and team-related records display.

    If the employee is a member of a Detailed team and you enter the team ID number in the Team field, only team-related records for that employee display.

    Enter a Team ID to filter by team.

    If no Employee ID is entered, labor records for multiple Employee IDs could display.

    If you enter a Detailed team ID and an Employee ID, only team-related records for that employee display.

    If a machine work center is included with any labor records returned by the search, they are always included for an individual employee or a team.

    Enter a site to filter by site.

    • From shift date (field SHIDATSTR)

    Filter for results within a date range. For a single day, enter the same date in the From shift date and To shift date fields. You can leave the From shift date field blank to see all records to date.

    • To shift date (field SHIDATEND)

    Filter for results within a date range. For a single day, enter the same date in the From shift date and To shift date fields. You can leave the From shift date field blank to see all records to date.

    • From work center (field WSTSTR)

    Filter for results within a range of work centers. For a single work center, enter the same work center in the From work center and To work center fields.

    • To work center (field WSTEND)

    Filter for results within a range of work centers. For a single work center, enter the same work center in the From work center and To work center fields.

    • From work order (field VCRNUMSTR)

    Filter for results within a range of work orders. For a single work order, enter the same work order in the From work order and To work order fields.

    • To work order (field VCRNUMEND)

    Filter for results within a range of work orders. For a single work order, enter the same work order in the From work order and To work order fields.

    • From operation (field OPENUMSTR)

    Filter for results within a range of operations. For a single operation, enter the same value in the From operation and To operation fields.

    • To operation (field OPENUMEND)

    Filter for results within a range of operations. For a single operation, enter the same value in the From operation and To operation fields.

    Activity

    • Clock in/out (field TYPCIO)

    Select this check box to filter results by Check in/out.

    • Indirect (field TYPIND)

    Select this check box to filter results by Indirect activities.

    • Break (field TYPBRK)

    Select this check box to filter activities by Breaks.

    • Setup (field TYPSET)

    Select this check box to filter by Setup activities.

    • Run (field TYPRUN)

    Select this check box to filter by Run activities.

    Options

    • Open (field OPTOPN)

    Select this check box to filter by Open activities.

    • Closed (field OPTCLS)

    Select this check box to filter results by Closed activities.

    • Errors (field OPTERR)

    Select this check box to filter results by activities with errors.

    • History (field OPTHST)

    Select this check box to view historical records that have been posted.


    Note: When you select this option, maintenance activities (create, modify, delete) are disabled for those records.

    Grid

    This field displays the employee ID and cannot be modified on existing records.

    • Description (field EMPDES)

    This field displays the description from the employee profile and cannot be modified.

    This field displays the team ID if relevant.

    • Type (field SFTTYP)

    This field displays the activity type and cannot be modified on existing records.

    This field displays the site and cannot be modified on existing records.

    • Shift date (field SHIFTDAT)

    This field defaults to the current date if blank.

    • Start date (field STRDAT)

    This date must be greater than or equal to the Shift date.

    • Start time (field STRTIM)

    This time must be less than or equal to End time.

    • End date (field ENDDAT)

    This date must be greater than or equal to Start date.

    • End time (field ENDTIM)

    This time must be greater than or equal to Start time. If the End date is greater than the Start date, the value can be less than the Start time.

    This field can only be modified if the activity type is Indirect.

    • Work order (field VCRNUM)

    This field can only be modified if the activity type is Setup or Run.

    • Op. (field OPENUM)

    This field can only be modified if the activity type is Setup or Run. You can modify status checks.

    This field displays the operation unit of measure (UOM).

    • Machine included (field NUMMAC)

    This field displays the number of machines for Setup and Run activities.

    • Completed qty. (field CPLQTY)

    This field can only be modified for Run activities.

    • Rejected qty. (field REJCPLQTY)

    This field can only be modified for Run activities when the completed quantity is greater than 0. The value must be less than or equal to the Completed quantity.

    • Rejection code (field SCANUM)

    This field can only be modified for Run activities when the rejected quantity is greater than 0.

    • Activities (field NUMJOBS)

    This field displays the number of activities an employee was performing.

    • Number of employees (field SUMEMP)

    • Activity duration (field ELADUR)

    This field displays the total time for an activity.

    • Total duration (field LABDUR)

    This field displays the calculated activity duration by decimal. You can only modify this field for elapsed time entries.

    For a Summary team, this field displays the Activity duration multiplied by Number of employees.

    • Time unit (field TIMUOMCOD)

    This field displays the time units for activities as follows and cannot be modified.

    • Clock in – hours
    • Indirect and paid time off (PTO) – hours
    • Break and Indirect (Non PTO) – minutes
    • Run and Setup – based on the work order operation. It displays in minutes until the Work order and operation are entered.

    • Work center (field WCENTER)

    This field displays the Work center for Setup and Run activities.  

    • Labor center (field LCENTER)

    This field displays the Labor center for Setup and Run activities.

    • Closed (field CLEFLG)

    This field only applies to Run activities when the Closed check box under Options is selected.

    • Error (field ERRFLG)

    This is a display field only.

    • Error messages (field ERRMSG)

    This field displays a description of the error.

    • Break code (field BRKTXN)

    This is a display field only.

    • Transaction code (field TXNUUID)

    This code is used for Detailed teams to link multiple records for one task. It is a display-only field.

    When creating a new entry where the primary work center is Machine and a labor work center is included, the entry splits when you save and both records display.

    Close

     

    Specific actions

    Click this button to search for results based on your criteria.

    Click this button to save any changes you made to employee activity records.

    Click this button to clear your search criteria and all records in the grid without saving changes.

    Error messages

    In addition to the generic error messages, the following messages can appear during the entry :

    Employee on a break or exclusive task.
    Employee ID: $1$ has unposted shop floor tracking activities.
    This activity has suspended transactions associated with it. Do you want to reopen those transactions?
    Only one break or exclusive labor transaction allowed at a time. 
    Clock in transactions must be by employee. 
    Rejected qty. cannot be more than completed qty. 
    Work order does not exist at the site. 
    Operation already started. 
    Operation closed. 
    Open indirects 
    Duration or Completed qty. is mandatory for elapsed records. 
    Duration is mandatory for elapsed records.
    Only Employee and Summary team records can be entered.
    Employee $1$ is not on team $2$.
    $1$ : Employee type must be a detailed or summary team.
    Site assigned to the employee does not match team site.
    Summary team on a break or exclusive task.
    Detailed team on a break or exclusive task.

    Tables used

    SEEREFERTTO Refer to documentation Implementation