DSM & Using daily notes to auto create orders on the screen for time off.

1. As seen below, go to file, table maintenance, off work codes.

2. Click the ADD button. Type a 2 digit code, then the description. If you wish to have the system create an order on the screen to show a person as OFF tracking 8 hours for example, make sure to check the “Auto create order” box. Next, make sure it’s assigned to a customer. Typically, this will be YOUR BUSINESS. After that, pick which work type you wish to associate this with. If you do not have a work type set up in the system for this, you will need to exit and create one by going to file, table maintenance, work types & groups.
3. Once done, click EXIT and it will save the settings.

4. Now, with all that in place, go to the schedule. (Action, add/view/edit orders.)

5. Let’s assume that a worker has called in sick. Here is where we put in a job on the screen showing them being off. Click the DAILY NOTES button.
6. Pick the category first. Then, find the worker below that. You can type notes if you like as well.
7. This last step is important. If you want the system to auto post the entry as an order, you MUST check the box entitled “Person is not available for work”, then pick the reason. Enter a typical 8 hours and hit ok.

As seen here, you now have an entry on the screen showing a worker off work.

If you wish to see the report, click the reports button below, select Daily notes.

Now, pick a few options and you have some pretty good off-time accounting.

Example report.