Task Board

1What this screen is for #

• Menu path: Warehouse Management > Task Board. Route /warehouse/task-board .
• The figures at the top count the whole storage space, whatever the list is narrowed to: Waiting (offered or given, not opened), In hand (open on a worker's name), Late , Not doable , Done today .
• The list is narrowed by Show (state), Zone and Worker , and searched by task number, item, bin or person.
• This delivery raises and works Move tasks: so much of an item from one bin to another. Putaway, pick and count tasks arrive with their own deliveries and will appear on this same board.

2The states of a task #

• Waiting - raised and offered (to anyone, or to a user group), or given to one person. Nobody has opened it.
• In hand - a worker opened it on My Tasks. It is locked to that worker.
• Confirmed - done; the stock has moved. It cannot be changed or cancelled; a wrong move is answered by another move.
• Not doable - the worker reported that it cannot be done, with a reason. It waits here for a decision: give it to somebody, or cancel it.
• Cancelled - with its reason.
• Late is not a state: it marks an open task past its due time.

3Raising a task, step by step #

1. Press New task (F3) .
2. Pick the From bin ; the Item list then shows what it holds free.
3. Pick the Item and give the Quantity .
4. Pick the To bin .
5. Pick Who : anyone, a user group, or one person.
6. Optionally set the Priority , a Due time and Remarks .
7. Press Save (F5) . The task appears on the workers' My Tasks. No stock has moved.

4Give, re-order, cancel #

• Give sends an open task to anyone, a user group or one person. A task that was in a worker's hands leaves their list at once and appears on the new person's. A task reported as not doable is offered again and its reason cleared.
• Save priority changes the priority (1 first, 9 last) and the due time. The workers' lists follow: their own tasks first, then the offered ones by priority, due time and walking order.
• Cancel the task asks for a reason - it is compulsory. A confirmed or cancelled task cannot be cancelled.
• A task open on a worker's name and left untouched for longer than WMS task claim minutes (#299 on WMS Settings, 15 as delivered) goes back to waiting by itself; the history says so.

5Second check and paper lists #

• These are for a storage space that is not worked by scanning (Warehouse master, block Run by the WMS, Working method ).
• Second check : where the storage space asks for a second person on costly stock, the worker's Confirm is refused until somebody else has looked at the goods. Pick the task while it is open with the worker and press Second check. The person doing the task cannot check it himself. The same can be done from My Tasks by typing the task's number.
• Paper lists - no device on the floor. Press Print task list : the open tasks print with the item, the two bins, the quantity asked and empty Done and Sign columns. The floor works from the paper and writes what was done.
• When the list comes back, pick each task and press Confirm from paper . Type the quantity done. Less than the task asks needs the reason; more cannot be confirmed. Where no bin was suggested, type the bin the worker wrote.
• A task for an item held by serial number is not confirmed from paper - the units taken must be named: it is done on My Tasks.
• Confirm from paper needs the Alter right on WMS - Task Board. The stock moves at that moment, with the same checks as any confirmation, and the history says from the paper list, no scan .

6The history #

• Picking a task shows everything that happened to it, oldest first: raised, given, opened, let go, returned, confirmed, short, not doable, reopened, priority, cancelled - each with its time and person.
• Between them, every scan : what was read, whether it was scanned or typed , whether it was accepted or refused and why, and on which device.
• A task confirmed for less than asked shows the reason. A move on the spot from a phone shows as a task raised, opened and confirmed at the same moment.
• The history cannot be edited or deleted.

7Toolbar & keyboard #

• Refresh (F2) reads the tasks again - the board does not refresh by itself.
• New task (F3) opens the form; Save (F5) raises the task; Cancel (Esc) leaves the form, asking first when something was entered.
• Esc in view mode closes the page. Enter moves from field to field in the form.
• The confirm dialogs open with OK focused.

8Rules #

• A task is raised only for stock the From bin holds free, less what open Move tasks already ask of that bin and item.
• Both bins are Active bins of the same storage space, and they differ.
• A user group with nobody in it, or an inactive one, cannot be offered a task - nobody would see it.
• Rights, in User Manager, Masters tab: on WMS - Task Board - View opens the board, Alter gives and re-orders, Delete cancels; on WMS - Tasks: Move - Create raises a task.
• Only storage spaces run by the WMS have tasks.

9If something does not work #