2.2      Work Tracker

This module includes the following topics:

·         General Notes on Using Work Tracker

·         Overview of the Work Tracking Process

·         Getting Started in Work Tracker

·         Using Work Tracker

Work Tracker is the component of the DCL Production Control System (PCS) that resides on a user’s computer and collects and communicates information to the PCS database. Work Tracker tracks work for all of the phases of a project.

Work Tracker:

·         Displays a current list of available work from which a user can select a document to work on.

·         Enables a user to start, pause, or complete a PCS process.

·         Displays the work history for a unit (for example, a document).

Table of Contents

2.2        Work Tracker 1

2.2.1      General Notes on Using Work Tracker 3

2.2.2      Overview of the Work Tracking Process. 3

2.2.3      Getting Started in Work Tracker 3

2.2.3.1        How to Log On and Select a Project and Task. 3

2.2.4      Using Work Tracker 7

2.2.4.1        How to Track Progress. 7

2.2.4.2        Reference: The Unit Information Report 10

2.2.4.3        Reference: Tool Bar Options. 11

2.2.4.4        Reference: Tools Menu Options. 11

2.2.1        General Notes on Using Work Tracker

·         When you start a process, a timer icon appears in your system tray to indicate that Work Tracker is actively tracking your time.

·         Whenever you leave your computer without completing the entire process (for example, proofreading), you must pause Work Tracker until you return.

If you don’t pause, the software continues to track time, which results in a higher value for the recorded time than was actually worked.

You can set a feature called Idle Timeout. When Idle Timeout is turned on, if you forget to pause, Idle Timeout activates a pause automatically if you do not touch your keyboard or mouse within the specified time. For more information, see Reference: Tools Menu Options on page 11.

·         You cannot track more than one document at a time.

When Work Tracker tracks a document, you receive an error message if you try to open another.

You must pause your work on one document before you can record time on another document.

·         The Pre-Production task in the Work Tracker software refers to running the page count software.

For more information about page counting, see the topic called “The DCL PDF Page Counting Tool: PDFCLASS” (Section 3.3) in the Document Preparation and Page Counting training module.

·         Detailed status on documents is available in the User Information screen and in various PCS reports.

For more information on these reports, see the training module that describes PCS reports called Using Work Tracker to Manage Projects (Section 2.1).

2.2.2        Overview of the Work Tracking Process

Each of the following steps is explained in greater detail in the topics that follow.

The following are the basic steps for using Work Tracker. For details on pausing and on marking a process as complete, see Using Work Tracker on page 7.

1.   Log on to the Work Tracker software.

2.   Select your project.

3.   Right-click the file you require and start the timer.

4.   Pause the timer when you take a break or go to lunch or when you must work on another unit.

5.   Mark a process as complete when you complete a process.

2.2.3        Getting Started in Work Tracker

If you are unsure where the software is located on your machine, ask your site supervisor.

2.2.3.1       How to Log On and Select a Project and Task

1.   Start the Work Tracker software, usually by double-clicking your Work Tracker desktop shortcut.

2.   When prompted, log on to Work Tracker using your user name and password.

When your account is created, you are provided with a temporary password that must be changed the first time you log on. You can change your password at:

https://home.dclab.com/secure/pcspassword.asp

After you log on, the main window opens as shown in the following image.

3.   To open a list of available projects, choose Select Task from the Tasks menu.

The Options pane opens, as shown in the following image.

4.   Select your project.

The following image shows directory structure for a sample project and its associated tasks.

a.   To expand your project to show the required processes, click the + sign.

b.   Double-click your required task.

The number in square brackets is the step number/ID used in the Production Control System (PCS) but is not relevant to this part of the procedure.

After you select a task, a list of files in the queue for that task appears as shown in the following image.

The upper pane of Work Tracker displays files waiting for processing. The lower pane displays system error messages.

The yield sign (yellow triangle) indicates a document that was placed on hold, either by a client or because currently it is being processed (worked on).

You may sort the list by UnitName or by DocName by clicking on their respective headers.

Work Tracker remembers the last process you worked on when you exit the program. The name of your task appears below the menu bar (In this case, “Air Force Global->AFG and so forth).

5.   To work on a different project, return to the Tasks menu, choose Select Task, and repeat the previous steps.

2.2.4        Using Work Tracker

This topic describes how to use Work Tracker to track the time you spend on a task and describes the activity information that is available.

2.2.4.1       How to Track Progress

1.   Right-click the unit (document) you want to work on.

A menu appears with the tracking options as shown in the following image.

·         Start/Restart Process checks out the unit for this process from the system and starts timing.

For example, to start zoning a document, select Start/Restart Process.

Caution: Ensure you are ready to work on the document before you select this option, as Work Tracker starts tracking time as soon as you click.

·          Pause Process is inactive until you check out a unit (document) to work on.

More information on this option is available toward the end of this procedure.

·         Process Completed updates the status of the process to Complete.

Caution: If you accidentally click Process Completed instead of Pause Process, you must tell your supervisor so that the unit can be put back to the correct step.

·          Unit Information (F8) displays a report of all the action items corresponding to a selected unit as shown in the following image.

The lower pane displays notes and warning messages. The Comment field is the most important field to check. The warnings are similar to manual Hold processes, but work can continue. With a manual Hold, work on the unit must stop. The light green background indicates that a hold action or a warning is still open.

For information on the columns in the unit information report, see Reference: The Unit Information Report on page 10.

 

2.   To begin tracking time, click Start/Restart Process.

A timer icon (clock) appears next to the document you selected and near the clock in your system tray, as shown in the following image.

When you stop working on a unit, either to take a break or go to lunch and so forth, you must stop the timing process.

3.   Find the unit in the list and right-click it.

A menu appears with the following options:

·         Pause Process pauses the timing process while you are not working on a unit.

Selecting this option pauses the tracking of time and releases the unit so a different user can work on it.

Selecting this option does not indicate that the process is complete. Use this option when you must work on something else or you take a break.

Ensure you stop the timer whenever you stop work for an extended period of time (including taking a break). If you fail to pause the process, Work Tracker continues to collect time, and the information collected will be incorrect.

Notes: For information on setting the Idle Timeout feature which pauses the timer automatically after your computer is idle for a pre-defined amount of time, see Reference: Tools Menu Options on page 11.

If you forget to pause and you close Work Tracker, the step is paused automatically, but this is not recommended.

·         Process Completed marks the process as completed (and indicates the document is posted on the FTP site, if required).

If you are responsible for internal QA for a process, when you mark the task as complete, the system sends an e-mail message to DCL with a link to the expected FTP server location.

Important: Ensure you post the file to the FTP site (if required) before you mark the document as complete.

Caution: If you accidentally click Process Completed instead of Pause Process, you must tell your supervisor so that the unit can be put back to the correct step.

4.   If you are taking a break or must work on something else, select Pause Process.

5.   When you complete a process, select Process Completed.

6.   When the dialog box appears to confirm your action, click OK.

The unit disappears from the list and is no longer available to you for this process. At the same time, the unit becomes available for the next task.

2.2.4.2       Reference: The Unit Information Report

The following table lists and describes the information available from the Unit Information report and where appropriate gives an example. All times listed are in your local time zone.

Process Name / Icon

Description

Example

Process/Hold

Displays a description of a process or a hold action.

Load Document

Process/Completed

Displays a date and time when process was completed.

9/05/06 5:23:00 PM

Hold Started

Displays a date and time for when the hold was started.

9/27/06 10:03:00 AM

Proc. Compl/Hld. StartedBy

Displays the name of the person who completed the process or the name of the person who started the hold action and the code for the facility.

Mary Jones

Hold Process

If a hold is associated with a process, displays the name of the process.

Styling

Hold Comment

Displays comments about the hold activity.

 

Hold Comment Int

Internal (or additional) comments corresponding to the hold action.

 

Hold Assigned to

Displays the name of the person assigned to this hold action and the code for the facility.

John Smith

Hold Closed

Displays a date and time.

9/27/06 11:33:00 AM

Hold ClosedBy

Displays the name of the person who closed the hold and the code for the facility.

Mary Jones

Rollback Date

Displays the date when a process was rolled back.

9/25/06

RollbackedBy

Displays the name of the person who rolled the process back and the code for the facility.

Bob Doe

 Wrench

Represents a PCS process.

 

 Wrench (Rollback)

Represents a “rolled back” process.

Rejection of a document that was proofread.

 Upper case A

Represents an automated Work In Progress.

 

 Lower case a

Represents a hold action that was created by an automated task.

 

 Clock

Represents a manual Work In Progress.

 

 Yellow triangle

Represents a Hold action.

 

 

·         Refresh (F5) queries the PCS database and updates the main screen with the latest data.

·         Rollback rolls a document back to the previous task.

Note: Do not use this feature on a regular basis. If you are not sure when to use it, check with your supervisor.

2.2.4.3       Reference: Tool Bar Options

You also can use the tool bar. When you mouse over the icon, the name of the option appears.

The following table lists and describes the options you can access from the tool bar.

Option

Description

Unit Information

Displays the table (report) of unit information described previously.

Show Current Activity

Displays the Current Activity report, a report of the current activity at your site.

Refresh

Refreshes the screen.

Clear Messages

Deletes system messages from the Systems Messages pane.

Help

Displays the help file.

 

2.2.4.4       Reference: Tools Menu Options

From the Tools menu, you can access the following options including the Idle Timeout feature:

My WIP Items shows the open processes started by the user, if any.

Clear messages deletes system messages from the Systems Messages pane.

Auto Refresh If set to On (checkmark appears beside it), the program automatically queries the PCS database and updates the main screen with the latest data every few minutes.

By default Auto Refresh is set to On. However, you can turn it off (uncheck the option) from the Tools menu. To reduce Work Tracker related Web traffic (if that is an issue at your facility), you can refresh the data manually by pressing F5 or clicking the Refresh icon on the toolbar.

With Auto Refresh turned off, Work Tracker (even when run constantly) does not generate traffic until you press F5 for one time transactions (refresh).

Idle Timeout automatically pauses the process started by a user when the user’s computer is idle for a pre-defined period of time.

You can select ½ , 1, 2, 4, or 8 hours.

The default is ½ hour.

The following image shows how to set Idle Timeout by selecting the option from the Tools menu and then selecting a specified period of time. You also have the option to disable the feature.