Manage Warehouse Tasks Planning

Explanation

This activity is used to manage and plan a warehouse task by using multiple filtrations and also to assign or reassign a worker or a worker group. It is also possible for the planner to look at the current and future work load and resource availability balance, as well as ways of making quick changes to the system in order to regain a convenient work load or resource availability balance. This includes both very radical mass changes and small ad hoc changes to both basic data and the current set of open warehouse tasks.

The manager can prioritize the warehouse tasks as he wish by setting an operative priority.

Prerequisites

The warehouse workers and worker groups must have been entered with the correct setup of task types, location groups, and efficiency rates in Warehouse Task Basic Data/Warehouse Worker tab.
Warehouse tasks for the current site must not have been generated, closed, or canceled.
Stock should not be frozen for counting.

System Effects

As a result of this activity:

Desired information will be retrieved as per selected filter criteria.
A warehouse worker or worker group will be assigned or re-assigned.
If the planner makes any changes to the warehouse work or to the warehouse task, this will affect the work load in some way. He might change the time that a worker spends on a specific task type so that the available resources increase for this task type. He could change the requested date finished for a task in order to re-plan it in time.
The changes that affect the work load or resource situation are displayed in Workload per Location Group or in Workload per Location Group Graph.

Window

Warehouse Manager Task Planning
Assign/Reassign Worker
Assign/Reassign Worker Group
Warehouse Tasks
Workload per Location Group Graph
Workload per Location Group

Related Window Descriptions

Warehouse Manager Task Planning
Assign/Reassign Worker
Assign/Reassign Worker Group
Warehouse Tasks
Workload per Location Group Graph
Workload per Location Group

Procedure

Open the Warehouse Manager Task Planning window.
Populate or query for the required site in the Site field.
If you need to filter the required data for the site use the options in the Task Type Parameters area and the Assignment area and click Retrieve. If you select the Assigned option in the Assignment area, the Worker ID and Worker Group fields will be enabled and you can enter the required ID of the worker or the worker group. If you wish to filter by the location group, enter the required location group using the List of Values in the Location Group filed in the header area and then click Retrieve.
If you need to change the status of a retrieved tasks: Select the required task ID, right click and then click either Plan, Release, Start, Complete, Park or Restart options according to your requirement.
If you need more information about a warehouse task, right-click and then click Warehouse Task option.
If you need to prioritize a warehouse task, you can select the required warehouse task(s), right-click and then click Prioritize option.
If you need to assign or reassign a worker group to a specific task, select the required task(s), right-click and then click Assign/Reassign Worker Group option.
If you need to assign or reassign a worker to a specific task, select the required task(s), right-click and then click Assign/Reassign Worker option.

If you want to see the current work load and resource situation:

Open the Workload per Location Group or the Workload per Location Group Graph window you want to see the information graphically.
Select the site, warehouse task type, and location group that you want to see in the upper part of the window. In the lower part of the window, you will now see the tasks that are waiting to be executed, together with the work resources.

If you want to change the status of the warehouse task:

Open the Warehouse Tasks window.
Select the warehouse tasks that you want to change the status, right-click and then click the required status.
Save the record.