My Tasks

1What this screen is for #

• Menu path: Warehouse Management > My Tasks. Route /warehouse/my-tasks .
• Made for a phone or a handheld first, and works the same at a desk with a USB scanner.
• My tasks lists what is to do. Move moves stock between two bins on the spot. Enquiry shows what a bin holds or where an item is.
• This delivery works Move , Putaway and Pick tasks. A Putaway task is raised by the Receiving desk for each line received: from the receiving bin to the bin the putaway rules suggest (or any free bin when none passed the rules). A Pick task is raised by releasing a wave on the Wave Planner : from the bin allocated (oldest stock first) to the dispatch bin, for one order line. Counting comes later.
• A Pick has three steps: scan the bin, scan the item (its code or barcode, the lot's label where the line names a lot, or the pallet's label), confirm the quantity. There is no bin to scan at the end: the stock goes to the dispatch bin under the order's number. Less than asked is a short pick with a reason from the list; the rest is offered from the next bin that holds the item. Another bin that holds the item can be scanned at the start with the right for it, with a reason.
• Tasks are raised, given to people, re-ordered and cancelled on the Task Board .

2Doing a task, step by step #

1. Pick the storage space . Your own tasks come first, then those offered to you - by priority, due time and walking order.
2. Tap a task . It is now open on your name: nobody else can take it.
3. Go to the From bin and "scan its label").
4. Scan the item - its code, barcode or part number. Where the bin holds units by serial number, scan the serial number of each unit you take.
5. Take it to the To bin and "scan its label").
6. Check the quantity . For less than the task asks, lower it and give the reason.
7. Press Confirm (F5) . The stock moves now, and the task leaves your list.

3Scanning #

• The scan box keeps the cursor . A handheld's scanner reads straight into it and moves the screen on; no tap is needed between tasks.
• The camera button reads a label with the phone's camera. It works on Android (Chrome, Edge) and on an iPhone (Safari). On an iPhone, and in Firefox, the first press loads a barcode reader once - it needs the network that one time.
• The camera needs a secure (https) address and your permission, asked once by the browser.
• The pencil button brings up the keyboard to type a code. What is typed is marked as typed in the task's history. It is shown only where WMS allow typed confirmation (#295) is Yes on WMS Settings.
• Every scan is answered: a short high sound and a short buzz for a right scan; two low sounds , a long double buzz and a red message for a wrong one.
• A wrong bin or a wrong item is refused and kept in the task's history as refused. Scan the right one.
• The bin comes first, then the item, then the bin it ends at.

4Let go, cannot do it, less than asked #

• Let go returns the task to where it was offered, for you or somebody else to take later. Nothing was moved.
• Cannot do it asks why, takes the task out of your hands and puts it on the Task Board as Not doable , where a supervisor gives it to somebody or cancels it.
• Less than asked : lower the quantity and give the reason, then Confirm. The task is finished for that quantity; the rest is not moved.
• A task opened and then left untouched for longer than WMS task claim minutes (#299, 15 as delivered) goes back by itself. Every scan starts the time again.
• Another bin than the task names is accepted only from a worker who holds the right for it (Execute on WMS - Tasks: Move); the task then shows both bins.

5Move and Enquiry #

• Move (F3) : scan the bin the stock is in, the item, then the bin it goes to; set the quantity; press Move. The stock moves at once.
• A move on the spot is kept as a confirmed task with its scans, so it reads in the history and on the Task Board like any other.
• A serial number scanned as the item moves that one unit, and the serial register follows.
• Enquiry (F4) : scan a bin to see every item in it; scan an item (or a serial number) to see every bin that holds it, in walking order, with the total.
• An enquiry only reads. It needs the network.

6Where nothing is scanned #

• A storage space with no labels on its bins and goods is worked without scanning. An administrator sets it on the Warehouse master, block Run by the WMS: Working method = Confirm on screen. This screen then says confirm where it says scan .
• The bin : each bin carries a two-digit check code , written or painted on it. Go to the bin the task names, type the code in the box and press Enter. A wrong code is refused - it means you are standing at another bin. Where the storage space does not check the bin, tap I am at bin ... instead.
• The item : tap This is ... ; or, where the storage space says so, choose the item from the list of what the bin holds - on a pick the list is by name, on putaway, move and replenish the item the task is for stands first, marked suggested . A wrong choice is refused. Where the storage space checks the item by its code, type the code.
• Serial numbers are always typed, unit by unit, each followed by Enter.
• Every step done this way is kept in the task's history as no scan , with how it was done. A label that does exist can still be scanned.
• Move (F3) follows the same method: type the bin's code, then its check code; tap the item in the list of what the bin holds; type the second bin's code and its check code; press Move.
• A second person : for costly stock the storage space can ask for one - a class A item, or a line worth a set amount or more. Confirm is then refused until a colleague has looked at the goods and pressed Second check , typing the task's number as your screen shows it. You cannot check your own task. A move on the spot cannot wait for a second person: it is raised as a Move task on the Task Board instead.
• With no network, a step confirmed on the screen is not kept on the phone: confirm it again when the network is back.

7Beside the work, on a wide screen #

• On a desk screen, or a tablet turned sideways, two panels stand to the right of the task or the move. On a phone the same panels follow below the work.
• Steps lists what is to be scanned, in order. The step to do now is marked; a step done is green with a tick. Its heading repeats what the screen asks for next.
• About this task (a task): who raised it and when, who it is offered to, its priority and due time, how much of the item the From bin holds free, how many units it holds by serial number, and how long the task may stay untouched before it goes back.
• In the bin (Move): what the bin scanned first holds free to move, item by item, as read when it was scanned - so the item and the quantity can be checked before anything moves. The item scanned is marked green. Scanned without the network, the list cannot be read and says so.
• The panels only show; nothing in them is tapped. The task list and the lines of an enquiry run as cards across the width.

8When the network drops #

• A task already open can still be scanned and confirmed. The scans are checked on the phone against the task's own codes.
• The confirmation is kept on the phone and shown under Kept on this phone . It is sent by itself when the network is back; Send now tries at once.
• A confirmation is sent once : even if the phone sends it twice, the server moves the stock once.
• If the server refuses a kept confirmation - the bin no longer holds the stock, the task was given to somebody else - it stays in the list with the reason. Nothing was moved for it. Press Drop it after reading.
• Not possible without the network: opening a new task, an enquiry, scanning a serial number, taking another bin than the task names.
• What is kept is kept in this browser, for this user and company . Do not clear the browser's data or sign out before it is sent.

9Toolbar & keyboard #

• My tasks (F2) reads the list again; from a task, Move or Enquiry it goes back to the list.
• Move (F3) , Enquiry (F4) .
• F5 confirms the open task, or the move.
• Esc goes back to the list; on the list it closes the page. A task left this way stays open on your name until its time runs out - use Let go to free it at once.

10Rules #

• Nothing moves in the bins before a task is confirmed. Raising, opening and scanning change no stock.
• One task, one worker: a task open on somebody's name is offered to nobody else.
• A bin that is Blocked or being counted gives no stock; a bin that is not Active takes none.
• Units the serial register names in a bin leave it only by their serial number.
• Rights, in User Manager, Masters tab, on the object WMS - Tasks: Move : View lists its tasks, Alter works them, Create moves on the spot, Execute takes another bin.
• Only storage spaces run by the WMS have tasks.

11If something does not work #