Assignment Rules

This screen allows you to maintain Assignment Rules.  Assignment Rules allow you to define defaults that will be used in the Assignment Board.  The following rule settings are available

 

Entry and Display fields

 

Include Job Quotes in Assignments: Tick this box if you wish to include job quotes.

Default Job Duration Minutes: Enter the default number of minutes for job duration when assigning jobs.

Job Duration Style: This tells the Assignment Board routine the style to use when assigning Job Tasks. Select one of the following from the drop-down list:

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Default Minutes - The default minutes will be used.

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From Labour Lines - Use the time allocated to Labour lines in the Job task.

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From Task – Uses the estimated duration held against the task

Default Assembly Duration in Minutes: Enter the default number of minutes for assembly step duration when assigning Assembly steps.

Assembly Duration Style: This tells the Assignment Board routine the style to use when assigning Assembly steps.  Select one of the following from the drop-down list:

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Default Minutes - The default minutes will be used.

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From Labour Lines - Use the time allocated to Labour lines in the Assembly step.

Default Delivery Duration Minutes: Enter the default number of minutes for each delivery when assigning Delivery orders.

Default Sales Duration Minutes: Enter the default number of minutes for each Sales Order when assigning Sales orders.

Default Activity Duration Minutes: Enter the default number of minutes for each Activity when assigning Activities.

Include Started Assignments in Shortages: Tick this box if you wish to include started Assignments when calculating Shortages. Assignments are checked for shortages of materials in chronological order taking into account the cumulative requirements of previous assignments for the day.

How Timesheet entries are displayed on Board: This tells the Assignment Board routine how to display actual Timesheet entries on the Board. Select one of the following from the drop-down list:

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No Actuals - No actuals will be displayed on the Board.

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Update Existing Assignments - The existing assignments will be updated to reflect actual time spent.

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Create New Actual Assignments - Actuals will be displayed separately. The original planned assignment is not affected.

Shift Assignments Logic if Timesheets update Assignments: (This rule applies only when Timesheets are entered via Ostendo Freeway) This tells the Assignment Board routine how to shift the assignments on the Board when actuals are updated against existing assignments.  Select one of the following from the drop-down list:

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Shift Existing Assignments only - Only the updated assignment is shifted.

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Shift Existing and Following Assignments - The existing assignment and any subsequent assignments for that resource will be offset based on the timing of the assignment being updated

How Timesheet entries are shown on the Board if displayed: This tells the Assignment Board routine how to display actual timesheet entries on the Board.  Select one of the following from the drop-down list:

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Combined - The Timesheet entries are shown in the same band as the assignment in the Board

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Separate - The Timesheet entries are shown in a separate band in the Assignment Board.

Default Job Gap in Minutes: Enter the default number of minutes gap when auto assigning jobs onto the Board.

Default Assembly Gap in Minutes: Enter the default number of minutes gap when auto assigning Assembly tasks onto the Board.

Default Delivery Gap in Minutes: Enter the default number of minutes gap when auto assigning Delivery orders onto the Board.

Default Sales Gap in Minutes: Enter the default number of minutes gap when auto assigning sales orders onto the Board.

Auto Create Assignments from Job Tasks: This determines whether assignments are automatically generated when resources are added to the Job Task Resource screen

Assembly Schedule Button Logic: This tells the Assignment Board whether and how un-assigned work is scheduled when automated scheduling is required:

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No Button – No automated scheduling based on pre-assigned resources occurs

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Assign from Step Resources – A button will appear at the top of the Un-Assigned Assembly list which if clicked will create the assignments based on the pre-determined resources linked to the Assembly step

Job Schedule Button Logic: This tells the Assignment Board whether and how un-assigned work is scheduled when automated scheduling is required:

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No Button – No automated scheduling based on pre-assigned resources occurs

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Assign from Task Resources – A button will appear at the top of the Un-Assigned Job list which if clicked will create the assignments based on the pre-determined resources linked to the Job task

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Assign from Job Header – A button will appear at the top of the Un-Assigned Job list which if clicked will create the assignments based on the either the pre-determined employee name or mobility team name assigned to the Job Header

 

Dynamic Assignment Captions: Tick this box if the Assignment Captions can change dynamically based on changes to the values of fields included in the captions.

Job Tracking Colour From: Select one of the following:

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Job Task – Tracking colour follows the Tracking Colour from Job  Task.

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Job Header – Tracking colour follows the Tracking Colour from Job Header.

 

Assembly Tracking Colour From: Select one of the following:

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Assembly Header – Tracking colour follows the Tracking Colour from Assembly Header.

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Assembly Step – Tracking colour follows the Tracking Colour from Assembly Step.