Shop Floor Control Checklists

The following checklists are provided as examples of how you might use Shop Floor Control to perform various daily and periodic tasks.

While we attempt to present the tasks in a logical order, you should adjust the checklist as necessary to meet your own needs. You may wish to consult with your PBS Manufacturing Trainer for advice on organizing your own checklists to ensure the efficiency and security of your business operations.

Daily Operations Checklist

Use the following guidelines for performing daily and periodic Shop Floor Control tasks:

Each Day	Each Day as Needed
Enter, explode, and print shop paperwork for any stock Shop Orders.
	Release Routing Operations for scheduling using Shop Orders, Release Routing Operations.
	Generate Shop Floor schedules using Generate Schedules, Infinite Capacity Schedules.
Collect labor using either Production & Labor, Enter or Bar Coded Data Collection.
	Close completed shop orders.
Collect time and attendance data using Production & Labor, Time & Attendance. Allows you to print the equivalent of a time card for each employee at the end of the work period.
If collecting labor in an external application, use Production & Labor, Convert Batch Input to import labor transactions. Run the Edit List and Post once done.
	Print or view work center schedules using Displays, Schedule & Load, Work Center Dispatch List or the report of the same name under Reports, Schedule & Load.
	Review work center load (capacity) using Displays, Schedule & Load Work Center Load Summary or the report of the same name under Reports, Schedule & Load.
	Review schedules for a shop order using Displays, Schedule & Load, Shop Order Schedules or use the report of the same name.
	Review slow moving items using Reports, Items, Slow Moving Items.
	Review a list of all shop orders using Displays, Other, Shop Orders or use the report of the same name under Reports, Other.
	Review material requirements for shop orders using Displays, Other, S.O. Material Reqts or use the report of the same name under Reports, Other.
	See the status of an order, including which operations have been completed, and optionally who worked on each operation, using Displays, Other, S.O. Operation Status or use the report of the same name under Reports, Other.
	Periodically review the history of one or more operations for a given item to compare actual times versus estimated times using Displays, Other, Item Operation History or use the report of the same name under Reports, Other.
	Review labor reported by employees using Displays, Other, Employee Labor or use the report of the same name under Reports, Other.
	Review indirect labor reported by employees using Reports, Other, Indirect Labor.
	Review your reported labor to determine how efficient your employees are working as compared to standard times set in Routings using Reports, Other, Labor Efficiency Report.
	Print a “time card” for each employee for a work period using Reports, Other, Employee Time Summary. This is only applicable if collecting Time and Attendance.
	If using Shop Floor Control to manage load/capacity, and you wish to increase or decrease the available capacity for one or more days, enter Timephased Capacities using Time Phased Capacities, Enter.

Periodic/Monthly Operations Checklist

Use the following guidelines for performing weekly and periodic Shop Floor Control tasks:

Each Period	Each Period as Needed
Close the period at the end of each month and year using Period & Year End.
	Purge Timephased Capacities using Timephased Capacities, Purge.