PSched Users Manual-Sample
Contents
1. Due date 7 16 2004 Hide Base Information Box Workorder Start End Buttons e Base Information Box Located to the right of the Navigation Calendar Contains Order Number Customer Name Due Date Display Options gt Pre loaded during the automatic scheduling process gt Blank when you Delete the selected workorder s schedule gt Content varies based on Order Field e Order Field Located at the top of the Base Information Box titled Order Usage Allows you select a workorder by typing in an order number or selecting from the Search Orders Window Display Options gt Pre loaded during the automatic scheduling process gt Blank after you delete a schedule gt Content varies when you select a different workorder Excerpts from Version 3 31 6 PSched PSched User s Manual Window Descriptions Weekly Schedule Window continued e Search Orders Button Located in the top right corner of the Weekly Schedule Window Usage Gives you the ability to view a different scheduled workorder Function gt Displays a list of all workorders in PSched see Search List later in this text gt Corresponds with the Order field e Hide Show Button Located on the right side of the Window below the Search button Usage Let s you alter the task highlighting to quickly identify all components of the workorder Function gt Tur2. Excerpts from Version 3 31 1 PSched PSched User s Manual Excerpts from Version 3 31 2 PSched PSched User s Manual Window Descriptions Window Descriptions Introduction This section contains a picture of the various Windows you may encounter in PSched The specific features of the Window are pointed out with a tag Following the Window are brief descriptions for each tag Excerpts from Version 3 31 3 PSched PSched User s Manual Window Descriptions Weekly Schedule Window The Weekly Schedule Window provides the ability to view and manipulate the work distribution for a given workorder It summarizes all work that is done in all departments within a 7 day timeframe Navigation Calendars Pyuncu TJIES IUI Winuurs Ui EI EUUT 2 06 com June 2004 July 2004 Sun Mon Tue WedThu Fri Sat Sun Mon Tue WedThu Fri 1 2 i3 MS 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 August 2004 Sat Sun Mon Tue WedThu Fri Sat EZ 3 4 5 IG N 8 amp 8 9 10 11 12 13 14 E 15 16 17 18 19 20 21 22 23 24 25 26 27 28 24 30 31 Fri 7 16 IPREP 18 DT Pub Scan Creo Is Stripping Film RC Proof PRINTING 360 Roland FINISHING Ea es Hndwk Tmp BROKERED COPYING OTHER SPECIAL Sat 7 17 Sun 7 18 Mon 7 19 dos een mr o mmm GC EE A Departments amp Resources List 7 Day Work Schedule Order
3. Located below the Workorder Start End Buttons Usage Allows you to enter a date to quickly jump to a specific day any month day year format is accepted Display Options gt Date corresponding to the 1 Date Column gt Background changes from YELLOW to WHITE when clicked This indicates you can now enter a date e Move Buttons Located below the Date Field Usage Allows you to shift the days shown in the 7 day viewing area Function gt lt lt Moves the Date Columns 1 day into the past with each Click gt gt gt Moves the Date Columns 1 day into the future with each Click Excerpts from Version 3 31 8 PSched PSched User s Manual Window Descriptions Weekly Schedule Window continued General Functions Switch Pgm Switch Program Button Hot Job List Hot Job List Button Output Daily Schedule Button Detail ON OFF Button Configuration Button Output Daily Schedule Detail ON OFF Configuration EXIT Button EXIT The General Functions buttons are located down the right side of the Window e Switch Program Button Usage Displays the Schedule Health Summary if applicable and returns you to the Order Estimating Program e Finish Button Located below the Switch Pgm button when applicable Usage Allows you to finish the scheduling process Function Outputs out the workorder and schedule to p
4. Headers gt First column contains the first day of tasks for the selected workorder gt Information shown varies based on your use of the Move Buttons e Column Headers Located at the top of the Date Columns Usage Indicates the days of the week and specific dates shown in the 7 Day Work Schedule Display Options gt Corresponds with the days highlighted in the Navigation Calendar Excerpts from Version 3 31 13 PSched PSched User s Manual Window Descriptions Excerpts from Version 3 31 14 PSched PSched User s Manual How to How To Introduction The How To section provides the step by step instructions you need to complete various processes in PSched If the process requires only 1 step the Step column is not shown If there are multiple ways to accomplish a process they are listed as options EXAMPLE Process Title Open the Workflow Window a Option 1 Make sure a valid order number appears in the Order Field RIGHT Click on any Row Column Pop Up Menu appears Click Show Workflow o Workflow Window appears containing the workflow for the requested order number Excerpts from Version 3 31 15 PSched PSched User s Manual How to Start PSched nu Click the Start button in the system tray WER Move the Mouse Pointer to Programs a Move the Mouse Pointer to PSched a Move the Mouse Pointer t
5. Psched Excerpts from User s Manual Version 3 31 This document is NOT the complete PSched User s Manual It contains excerpts of the PSched User s Manual to showcase the writing style and screenshots with annotation lIn Scope Solutions Inc 2005 SC and PSched are a trade marks of In Scope Solutions Inc All Rights Reserved PSched User s Manual Table of Contents SCHEDULING EN KEES See 1 Wiipow DESCRIPTIONS cciseasaccsndsenscnscinsnnsatnsnadatentcccscnsninasasnusestuiststentasnsssseraenccerniedesD INTRODUCTION ebe Ee 3 HUT e Ee E AE 4 How TO ENK dE 15 Open THE WorkFLow WINDOW ee ENEE 15 START ee EEN 16 TERMINATE e EE 16 ENTER A New WORKORDER INTO PSCHED ee ese ese see ee ke ka ee ee Re RR ER RR Re Re Re Re RR Re ee Re RR ee Ee 17 Excerpts from Version 3 31 i PSched PSched User s Manual Scheduling Process Overview The Scheduling Process starts with the preparation of a workorder in the Order Estimating Program Next you transfer the workorder to PSched Once in PSched the workorder is automatically scheduled and displayed for your review The Scheduling Process is complete when you have accepted the schedule by outputing the workorder and Order Schedule to paper You have a lot of flexibility in how you access and use the PSched windows during the Scheduling Process Use the How To section for detailed step by step instructions needed to accomplish the Scheduling Process
6. Specific Functions Hide k gt I Order 6571 Customer 893 Southwest Church Of Christ Due date 7 16 2004 Tue 7 20 Hot Job List Output Daily aE mr Schedule Detail ON OFF Configuration Excerpts from Version 3 31 ie Status amp Navigation Functions General Functions PSched User s Manual Window Descriptions Weekly Schedule Window continued Descriptions Navigation Calendars July 2003 August 2003 September 2003 Sun Mon Tue WedThu Fri Sat Sun Mon Tue WedThu Fri Sat Sun Mon Tue WedThu Fri Sat 123 4 N 1 2 M2345 E 6m7 8 9 10 11 II GMa 5 6 7 8 SIMs 9 101112 B 13 14 15 16 17 18 19 10 11 12 13 14 15 16 14 15 16 G7118 19 2 20 21 22 23 24 25 26 IF 18 19 20 21 22 23 Z 22 23 24 25 26 DI 27 28 29 30 31 e N EN EE EE EN 26 29 30 e 3 Month Calendar Located at the top left portion of the screen Display Options gt Left calendar Last month Middle calendar Current month Right calendar Next month Highlighted dates begin with the first day of the 7 Day Work Schedule Days turn GREEN when the EL Mouse Pointer moves over them VV VV Excerpts from Version 3 31 5 PSched PSched User s Manual Window Descriptions Weekly Schedule Window continued Order Specific Functions Search Orders Order Field Button Order 6806 Customer 737 SAGE Inc Hide Show Button
7. aper and returns you to the Order Estimating Program Display Options gt Appears only during the initial scheduling of a workorder gt Hidden after the scheduling process is complete Excerpts from Version 3 31 9 PSched PSched User s Manual Window Descriptions Weekly Schedule Window continued e Hot Job List Button Located below the Switch bom or Finish button when shown Usage Displays the list of Hot Jobs jobs that require special attention due to compressed work schedules or special scheduling situations for the date shown in the Date Field e Output Daily Schedule Button Located below the Output Daily Schedule button Usage Creates and outputs the Daily Work Schedule for the date shown in the Date Field e Detail ON OFF Button Note Must 1 click on a Resource Bar to display the Detail Window Usage Redisplays the Detail Window gt Detail OFF o Hide the Detail when changing the day by mouse or keyboard gt Detail ON o Show the Detail when changing the day if work is scheduled for selected Resource on new day gt Switching from OFF to ON o Show the Detail when changing the day if work is scheduled for selected Resource selected day o Hide the Detail e Configuration Button Usage Allows you to change settings that effect how the application works Note Most parameters should only be changed by the Application Administrator e EXIT Butto
8. he PSched User s Manual Window Descriptions Weekly Schedule Window continued 7 Day Work Schedule Column Headers Tue 8 26 Wed 8 27 Ze 8 28 aE EE Sat 8 30 Sun 8 31 Mon 9 1 me sa EE 49 E RTE HEEN Total Resource Order Specific Resource Deparment Date Columns Utilization Bars Utilization Bars Utilization e Total Resource Utilization Bars Located in the Date Columns Usage Indicates the work load of a specific resource on each day in the 7 Day Work Schedule Display Options gt GREEN Utilization up to 50 gt YELLOW Utilization of 51 to 100 gt at the end of the bar Utilization is over 100 Excerpts from Version 3 31 12 PSched PSched User s Manual Window Descriptions Weekly Schedule Window continued e Order Specific Resource Utilization Bars Located in the Date Columns Usage Indicates the order specific activity for a resource on each day in the 7 Day Viewing Area Display Options gt RED E Highlighted workorder activity gt PURPLE Activity marked for moving EED asning PSched has detected a broken workflow this is the 1 activity out of sequence e Date Columns Comprises the 7 Day Work Schedule Usage Shows all Department and Resource utilizations for the day indicated by the Column Header your production at a glance Display Options gt Titled by the Column
9. n Usage Terminates PSched Note If you have an unfinished scheduling process the status is lost but not the data You must manually output out the schedule See Output a Paper Copy of a Workorder Schedule in the How To section Excerpts from Version 3 31 10 PSched PSched User s Manual Window Descriptions Weekly Schedule Window continued Departments amp Resources Department Open Close Buttons e DR Open Close Button PREP DT Pub Scan Creo Iris Stripping Film RC Proof ma 360 9800 Roland FINISHING Cut Prep Cut Fin Fold Collate Ros Back Soc Box Drill Staple Mech Bind Tab Cut Crnt Rndr Letter Prs Tab Seal Handwork Shrinkwrap OTHER BROKERED COPYING SPECIAL Departments Resources Located on the far left side of the Window next to the Department name Usage Allows you to show or hide the Department resources Function gt button Click to show the Resources and their utilization for a specific Department gt button Click to hide the resources and utilization for a specific Department and the Department Utilization O eh and Resources Located down the left side of the Window Usage List of the Departments as determined by your Application Administrator Display Options gt Based on the status of the Department Open Close Button Excerpts from Version 3 31 11 C
10. ns the RED highlighting of tasks for the selected workorder on or off e Workorder Start End Buttons Located below the Hide Show button Usage Allows you to shift the tasks shown in the 7 Day Work Schedule Function gt lt button Moves the 7 Day Viewing Area so that the first date where tasks for the selected workorder are scheduled are shown in the far left Date Column 1 shown column gt gt button Moves the 7 Day Work Schedule so that the last date where tasks for the selected workorder are scheduled are shown in the far right Date Column 7 shown column Excerpts from Version 3 31 7 PSched PSched User s Manual Window Descriptions Weekly Schedule Window continued Status amp Navigation Functions Date Field Scheduling Status Progress Bar Move Buttons e Scheduling Status field Located under the Base Information Box Usage Indicates your status in the scheduling process Display Options gt SEMERE for a New workorder RED background with YELLOW type gt VieningSchedul for a Completed Schedule GREEN background with Black type e Progress Bar Located under the Scheduling Status field Usage Shows you the status of the screen refresh Display Options gt Moving BLUE bar indicates advancement of the screen refresh gt Entirely BLUE field indicates the screen refresh is complete e Date Field
11. o PSched geiser Terminate PSched Click the EXIT button o PSched closes located in the bottom right corner of the PSched main window Excerpts from Version 3 31 16 PSched PSched User s Manual How to Enter a New Workorder into PSched Set up workorder in the Order Note PSched s behavior varies Estimating Program based on the Date Values and Combinations used in the workorder see Conditions Impacting Scheduling ater in this text Output the workorder to FILE o PSched automatically imports Use valid file names provided by the File your System Administrator Window with a progress bar appears until the process is complete PSched switches your screen to the Weekly Schedule Window Selected workorder is highlighted in RED see Weekly Schedule Window in the Window Descriptions section for detailed descriptions Review the selected workorder schedule Go to Complete a Schedule later in this text Note Once the selected workorder is in PSched you are not yet finished The Schedule Status field indicates this with the message Scheduling Order XXXXXXXX Excerpts from Version 3 31 17 PSched
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