View source for Presage/User Guide/Work Orders Screen

=Work Orders=

=Edit Work Order Tab=
Use this page to create and edit work orders and enter data collected for analyses.  


Click below link to watch VIDEO TUTORIAL for Work Order screen.  

[http://www.youtube.com/watch?v=QAgMAk1OLQk/ Create New Work Order]



==Sample Detail==
Double-click on the work order in the ''Home'' screen work order queue to pull it up in this page.  There is also a way to search for work orders in this page by clicking on the blank box under ''Work Order:''.  On the pop-up window, enter the work order number.  Click '''OK'''.  The work order will show up under the ''Sample Detail'' tab.   


The format of a work order will depend on the analyses selected.  If all analyses have the same group of options, the option names will appear on the column headers.  And results need to be entered below the option header.  Like the following: 


[[File:PresageWO.png|center]]


If the analyses have different set of options.  Then the option names will appear in a field under the column header '''Option # Label'''.  And results need to entered next to the option name under the column '''Option # Result'''.  See below: 

[[File:PresageWOcollapse.png|center]]


'''Work Order Type'''
Select the appropriate Work Order Type.  Remember these are set up in the Configuration Screen and control which fields show up in the work order, for example: Product, Ingredient, Neither, Location, No Location.  Analysis field is a requirement.  

[[Presage/Configuration_Screen#Work_Order_Types_Tab|Configuration:Work Order Type]]



'''Add Sample'''

To add an analysis, click '''Add''', a new highlighted row will pop up.  Start entering data for the new analysis.  To remove an analysis, select the row (use CTRL key to select multiple rows), then click  '''Remove''' on the lower portion of the screen.  


'''Set Date Scheduled and Date Due'''

''Date Scheduled'' is by default the date work order is created.  To change ''Date Scheduled'' click on the calendar icon next to the date.  To add ''Date Due'', check the box on left of the date then click on the calendar icon on the right of the date. 


Note: If there is no ''Date Due'' field, it could be because the work order type is configured not to have a due date.  


'''Assign to Group'''

To assign the work order to a group, select the group name from the drop-down list under ''Assign WO to Group:''.  Click '''Save'''.      


'''Make Attachment'''

To make an attachment to a sample, select a sample and click the '''Attachments''' >> '''Add''' >> select an image >> '''Open''' >> '''Close'''.  

A camera icon will appear for the sample under the '''Attn''' column.  


To view the attachment, select the sample and click '''Attachments'''.  Select the attachment you would like to view.  

[[File:PresageAttachWO.png|center]]



'''Save'''

To save all changes, click '''Save'''.  There are options to print and close work order once changes are saved; if applicable, click on the check-box.


'''Print Tags'''

When printing reports or tags, check the '''&Print''' box when saving the work order.  A window will pop-up with list of reports, choose the appropriate report.  On the next window, choose the appropriate printer and click '''OK'''.


'''Status, Performed On, Performed By'''

These columns are filled out automatically, but can be edited (only on the software, not the scanner).  

Under ''Sample Detail'', click on the box under ''Status'' to change the status of the work order.  Select the appropriate status title from the drop-down menu: ''Opened, Sampled, Closed,'' and ''Cancelled''.  Set the appropriate date and time the analysis was performed in the next column.  Then select the appropriate user who performed the test in the column ''Performed By''.  


'''Edit Tag#'''

By default ''Tag#'' is generated by Presage.  Turn on the ability to edit Tag# in the '''Configuration >> Users or Groups >> Permissions'''.   

'''Inspect Value'''

To inspect how the result acceptability was calculated, select the result then click '''Inspect Value'''.  A pop-up window will show all the specifications considered in calculating the value acceptability.  

[[File:PresageInspectValue.png|center]]


'''Set Status'''

The '''Set Status...''' button on the lower left corner of the screen allows users to change the status of groups of analyses simultaneously.  Select '''All Items...''' or '''Only Selected Items...''', then '''To Cancelled''' to invalidate the analyses in the Work Order.  Invalidated samples do not show under ''Sample History''.


'''Hide Select Columns'''

To hide some columns, uncheck the appropriate boxes on the lower portion of ''Sample Detail'' tab. The ''Show analysis and option values'' box hides columns titled ''Option Name'' and ''Option Value''.  The ''Show collection detail'' box hides columns titled ''Performed On'' and ''Performed By''.  The ''Show testing detail'' box hides columns titled ''Testing Began, Testing Ended'' and ''Tested By''.



'''Verification'''

Users supervisory privileges can be given permission to verify work orders.  To verify a work order, check the box next to ''Document verified and approved by:'' which automatically fill out the user login and current date and time.  This information will be visible in the ''Sampling History'' screen for each sample.  


[[PresageWOVerification.png|center]]


If a user does not have the permission to verify a work order, this check box is grayed out for them.  


'''a. Permission'''
Find the permission in ''Configuration'' >> ''Users'' or ''Groups'' tabs.  

Permission Name: Verify work orders

Description: Defines whether the user can mark work orders as verified.



'''b. Work Order Type'''

Assign Verification requirement per Work Order Type in ''Configuration'' >> ''Work Order Type''.  Work orders cannot be closed without a verification if '''Verification Required''' in checked.  Users can still verify a work order if this box is not checked, but it won’t be required to close a work order.   Select which group needs to verify the work order.  As soon as work order is marked ''Complete'', it will be assigned to this group automatically.
Members of this group will have to be aware of their Home screen queue.  Make sure to check both My Groups and All in the ''Assigned To'' filter in the ''Home Screen''.



[[PresageWOTypeVerfication.png|center]]

==Production==

Recipes can be verified or recorded using this screen.  



[[File:PresageWorkOrderProduction.png|center]]



Click 'Add' to add a new recipe to a work order.


Enter the ''Production Volume'', remember this is associated with ''Batch Volume'' in the Recipe screen under Product Management. For example, if the ''Batch Volume'' is 1, and ''Production Volume'' is 1.5. Then all ingredient quantities will be multiplied by 1.5 to give the correct measures for the volume user is working with.

In ''Value column'', users can enter the actual quantities they are using and be able to compare to the ideal quantities configured in the Recipes screen.


There can be data both in the Production and Sample Detail tabs in the Work Order screen so all data is organized under one work order number.

=Sample Schedule=

This screen lists all the analysis tests which need to be performed. First column lists the analyses which are created in the ''Analysis Management'' screen. Second column lists the plant that particular analysis is scheduled to be tested in. Next column is the site the analysis is assigned to be sampled from. ''Schedule Name'' is the interval period the test is performed in; it is created in the ''Analysis Management''. ''Date scheduled'' is the date the analysis was created and ''Time Remaining'' is the number of days left to perform the test.



[[File:Presage WorkOrders SampleSched.png|thumb|center|600px]]



Choose the plant from the drop-down menu on the right.



Choose the date range to view analyses scheduled for specific dates.  For custom date range, select ''Custom'' from the drop-down menu. Then set the ''From:'' and ''To:'' dates from the calendar icon or type it in.  Otherwise, leave the date range as is, as this schedule is ordered by the least number of days remaining to be performed.  



Check the '''Show samples already on Wos''' box to see all analyses, ones already assigned to a work order in addition to ones not assigned yet.   The work order numbers will show up in the second to last column, and work order status will show up in the last column.



[[File:PresageSampSchedPanel.png|thumb|center|600px]]


Click on the column titles to put the list in order based on the selected category. For example, click on the ''Analysis'' column title to order the list alphabetically by analysis names; click on ''Location'' to order the list alphabetically based on the name of locations, etc.



This list is color-coded.  These colors are the default and can be customized.

'''Blue''' samples need to be completed within 24 hours. 

'''Green''' samples have more than a day left to be completed. 

'''Grey''' samples are past due. 



Note: Past due samples will not automatically move to current schedule.  They will have to be manually selected and sent to work orders.  Set the date range to the past to see past due orders.


[[File:Presage WorkOrders SampleSched Random.png|thumb|center|600px]]



To assign random sights to a work order, click on '''Choose Random'''. A new window will pop-up. Specify the number of locations the system should pick out randomly under the ''Choose'' column. 


Click '''Choose Items'''. Random analyses will be selected in the Sample Schedule.


 
Now, click '''Send to WO'''. The highlighted analyses from ''Sample Schedule'' will now show up under the ''Edit Work Order'' tab. 


Make sure the correct ''Date Scheduled'' and ''Plant'' are selected.



Click '''Save'''. 



Now, the work order is created and is listed under ''Work Orders'' in the ''Home Screen''.




[[File:PresageRandomSelection.png|thumb|center|600px]]



There is also a way to make manual selections.  Press on the ''Ctrl'' key while making multiple selections on the schedule.  Click '''Send to WO''', then '''Save'''.  Click '''Clear''' (before '''Save''') to put samples back to the schedule.




If multiple analyses are assigned to one location, the system can grab all analyses tied to that location to the work order. So, if a user specifies ten locations to be randomly picked out from the ''Sample Schedule'', there may be more than ten analyses in that work order depending on how many analyses are assigned to each location chosen. 

To achieve that, simply make selections from the schedule, click on the arrow-down button next to '''Send to WO''', check the box next to the pop-up message '''Perform all scheduled analyses for each chosen location''', then click '''Send to WO'''.