Manage Personnel#

Resource.Edit

Overview#

This operation is used to manage Personnel requirements, i.e, Employees' Certifications and Check-In and Check-Out information.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

• The Labor Management module is properly licensed in the system.
• The Employee exists and is Active.

Sequence of Steps#

Step 1: Check-In#

1. Optionally, modify the Employee's Check-In options:

   • Enable Check-In - defaults to false. When set to true, all other options will be enabled.
   • Is Restricted - if the Resource has the property IsRestricted set to true, the user will then have to select the position in which he is checking-in.
   • Enforce Personnel Requirements at Track-In - when performing Track-In, the Employee will be asked for confirmation on Certifications and Qualifications.
   • Automatically Check-Out Employees at End-of-Shift - depending on the Shift defined for the Employee on the Shift Definition, if this option is set to true, Check-Out will be performed automatically at the end of the Employee's shift.

   • Require Check-In for Material Operations - if activated, this option will make it mandatory for the Employee to perform the Check-In operation on the Resource when executing Material-related operations, as follows:

     • Abort Material Process
     • Assemble Material
     • Replace Assembled Material
     • Track-In Material
     • Track-Out Material
     • Weigh & Dispense

   • Require Check-In for Resource Operations - if activated, this option will make it mandatory for the Employee to perform the Check-In operation on the Resource when executing Resource-related operations, as follows:

     • Begin Setup
     • Complete Setup
     • Manage Consumables
     • Manage Consumable Feeds
     • Manage Resource Durables
     • Manage Resource Instruments
     • Perform Setup

   • Employees can Check-Out others on Check-In - if set to true, the Employee can select another Employee who is already checked-in to replace his/her current position.

   • Log Check-In Activity - when set to true, a check-in log wil be kept, that can later be used for Reporting.

Step 2: Personnel Requirements#

1. Add as many Employee Certifications as necessary, by selecting the button on the top right-hand corner of the screen or remove them if necessary, by selecting the button.

2. For each of the Certifications, add the following information:

   • Name of the Certification.
   • Quantity - number of required Employees that hold the Certification.
   • Allocation - percentage of working time that is allocated to each Employee. A value of zero (possible) indicates zero allocation and a value of one indicates full allocation.

   • Allocation Type - used for Scheduling purposes in order to ascertain the possible employee allocation to a specific period of operation. Possible values are:

     • Process
     • Setup
     • SetupAndProcess (default)

     Info

     The Allocation Type does not affect or restrict employee operations involving the Material or Resource, such as Track-In, Perform Setup, Perform Data Collection, and other similar tasks.

   • Whether the Certification is Exclusive or not - defaults to false. In case you want the Certification to be exclusive for an Employee, the Allocation number will turn to 1.

3. Select Update to complete the operation.