Users can book labor using routes (i.e., groups of sites assigned to a crew) within a single work order. This feature streamlines the process by allowing one work order to cover multiple sites, rather than creating a separate work order for each location.
Booking labor using routes is done through the Book Labor tab on the work order screen. Several fields on this screen must be completed, as labeled in the screenshot below.
1. Activity – Users will select the activity on which the labor was completed. For this example, Ground Trash is selected from the drop-down.
Note: This field displays the activity’s sequence and name to eliminate confusion about the type of work done.
2. Equipment field – select the correct site that the crew or employee completed.
Only use the default All Equipment entry if the crew worked the same number of hours at each site. For example, if a crew completed 8 sites and spent exactly 1 hour at each, enter 8 hours in the Hours Worked field. The system will automatically allocate 1 hour to each site.
Users should pay close attention when using all equipment. Labor hours are automatically divided among all equipment listed on the route, which can result in inaccurate allocations. These discrepancies can be time-consuming to correct, so it's important to ensure the booking setup is accurate from the start.
3. Date Worked – Select the date that the work was completed.
Click on the calendar icon next to the Date Worked field to pull up a calendar. Then, click on the date corresponding to when the work was completed.
4. Hours Worked – Users fill in this field to specify how many hours the work took.
5. Employee – In this field, users will select the employee who completed the work for the activity. If a work request requires multiple users or a crew, navigate to the corresponding subsection.
To find the correct employee, use the data spy next to the field.
When the data spy is selected, a pop-up window appears. Use the black bar at the top to filter for the correct employees.
There is an option to select multiple employees for the work request. This step follows the same process as selecting a single employee, but users can check the boxes next to the names of multiple employees.
Users can also use the left-hand drop-down menu to select My Division or My Work Unit.
6. Save Button – After filling out the required fields, select the Save button.
A completed Book Labor screen will look like the screenshot below:
These are the steps to book labor for employees or crews for a route. If users need help with booking labor or another issue, they may contact [email protected].