[IMP] mrp shop floor: time tracking badge in/out
closes odoo/documentation#16915 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com> Co-authored-by: Kai Li <stepperpig@gmail.com>
@@ -731,16 +731,17 @@ the employee can be assigned in the **Planning** app.
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Attendance/Point of Sale/Manufacturing
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--------------------------------------
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This section determines how employees sign in to either the **Attendances**. **Point Of Sale**, or
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**Manufacturing** apps, and only appear if any of those apps are installed.
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This section determines how employees sign in to the **Attendances**, **Point Of Sale**, and
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**Manufacturing** apps and only appears if any of those apps are installed.
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- :guilabel:`PIN Code`: Enter the employee's pin number in this field. This code is used to sign in
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and out of **Attendances** app kiosks, and a :abbr:`POS (Point Of Sale)` system.
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- :guilabel:`PIN Code`: Enter the employee's PIN code in this field. This code is used to sign in
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and out of **Attendances** app kiosks, the **Point Of Sale** app, and the **Manufacturing** app's
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*Shop Floor* companion module.
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- :guilabel:`RFID/Badge Number`: Click :guilabel:`Generate` at the end of the :guilabel:`RFID/Badge
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Number` line to create a unique number. Once generated, the number populates the
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:guilabel:`RFID/Badge Number` field, and :guilabel:`Generate` changes to :guilabel:`Print Badge`.
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Click :guilabel:`Print Badge` to create a PDF file of the employee's badge. The badge can be
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printed and used to log into a :abbr:`POS (point of sale)` system or :ref:`check-in
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printed and used to log into a :abbr:`POS (point of sale)` system or :ref:`check in
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<attendances/kiosk-mode-entry>` on an **Attendances** app kiosk.
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If the employee uses an RFID token or already has an ID badge issued with a barcode, click
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@@ -4,116 +4,142 @@ Shop Floor time tracking
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.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
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.. |MOs| replace:: :abbr:`MOs (Manufacturing Orders)`
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.. |PIN| replace:: :abbr:`PIN (Personal Identification Number)`
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By signing in to the Odoo *Shop Floor* module as *operators*, employees are able to track the amount
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of time they spend working on each work order.
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of time they spend working on each work order. Odoo tracks the time it takes to complete each work
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order as well as the time each operator spends on each work order.
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Odoo tracks the time it takes to complete each work order, as well as the time each operator spends
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on each work order.
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.. _manufacturing/shop_floor/manage-operators:
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Operator sign in
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Manage operators
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================
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To sign in to the *Shop Floor* module as an operator, sign in to the Odoo database, and open the
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:menuselection:`Shop Floor` module. The employee profile that is signed in to the database is
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automatically signed in as an operator.
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When the *Shop Floor* module is first opened, the employee profile that is signed in to the database
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is automatically signed in as an operator.
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All active operators are listed in the operator panel on the left side of the module. The panel can
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be opened or collapsed by clicking the :guilabel:`show/hide panel (white square with black column on
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left side)` button, located in the top-left corner of the module.
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All operators for the current session are listed in the operator panel on the left side of the
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screen. While the panel can list multiple employee profiles, only one employee can be active at
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once. The active profile highlighted in the operator panel is used for :ref:`time tracking
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<manufacturing/shop_floor/track-work-order-duration>`.
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.. image:: shop_floor_tracking/operator-panel.png
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:align: center
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:alt: The operator panel in the Shop Floor module, with the show/hide panel button above it.
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:alt: The operator panel in the Shop Floor module.
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To sign in to *Shop Floor* as a different employee, click the :guilabel:`+ Add Operator` button at
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the bottom of the panel. Doing so opens the :guilabel:`Select Employee` pop-up window, which lists
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every employee that is able to sign in to the module.
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Add an operator
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---------------
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Click on a specific employee to sign in using their profile. If no PIN code is required to sign in
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as that employee, the profile will be signed in automatically.
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To add employees to the operator panel, click the :guilabel:`Edit Operators` button at the bottom of
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the panel. In the *Edit Operators* pop-up window, select the employees that should be added as
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operators for the current session, then click :guilabel:`Done`.
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If a PIN code is required, a :guilabel:`Password?` pop-up window appears, showing a number pad, from
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which the code can be entered. Enter the code using the number pad, and click :guilabel:`Confirm` to
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sign in to the *Shop Floor* module.
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.. image:: shop_floor_tracking/edit-operators.png
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:alt: The Edit Operators pop-up window with four operators selected.
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.. image:: shop_floor_tracking/pin-code.png
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:align: center
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:alt: The "Password?" pop-up window, which is used to enter an operator PIN code.
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Switch profiles
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---------------
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.. note::
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A PIN code can be set for each employee, which must be entered each time they sign in to the
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*Shop Floor* module, check in or out in the *Kiosk Mode* of the *Attendances* application, or
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sign in as a cashier in the *Point of Sale* application.
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To sign in to *Shop Floor* as a different employee, click their name in the operator panel to sign
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in using their profile. If a |PIN| has not been set for the employee, the profile is signed in
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automatically. If a |PIN| has been set for the employee, an :guilabel:`Enter your pin` pop-up window
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appears. Enter the code using the number pad or keyboard, then click :guilabel:`Confirm` to sign in
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to the *Shop Floor* module.
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To set an employee PIN, navigate to the :menuselection:`Employees` app, and select a specific
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employee. At the bottom of the employee's form, click on the :guilabel:`HR Settings` tab, and
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enter a numerical code in the :guilabel:`PIN Code` field.
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.. seealso::
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Each employee can be assigned a PIN, which must be entered when signing in to the *Shop Floor*
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module. Badges can also be generated and printed for checking in and out with *Kiosk Mode* in the
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**Attendances** app. See the :ref:`employee settings section <employees/hr-attn-pos>` to learn
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more.
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Once an employee is signed in to the module, their name appears in the operator panel, along with
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every other employee that has signed in. While the panel can list multiple employees, only one
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employee can be active at any given time, on a single instance of the *Shop Floor* module.
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Remove an operator
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------------------
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Click on an employee's name to make their profile active. The active employee appears highlighted
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in blue, while employees that are signed in, but not active, have their names faded out.
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To remove employees from the operator panel, click the :guilabel:`Edit Operators` button, and click
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the profiles that should be removed from the panel. Confirm that the profiles have been unchecked,
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then click :guilabel:`Done`.
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To sign out a specific employee from the module, click the :guilabel:`X (remove)` button next to
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their name, in the operator panel.
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.. _manufacturing/shop_floor/track-work-order-duration:
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Track work order duration
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=========================
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To track time spent working on a work order, begin by selecting the employee working on it from the
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operator panel.
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To track the time spent on a work order, select the work center where the work order is scheduled to
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be carried out. This can be done by selecting the work center from the top of the page in the *Shop
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Floor* module or by clicking the name of the work center in the form for the manufacturing order
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(MO) that the work order is a part of.
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Next, navigate to the page for the work center where the work order is scheduled to be carried out.
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This can be done by selecting the work center from the top navigation in the *Shop Floor* module, or
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by clicking the name of the work center on the card for the manufacturing order (MO) that the work
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order is a part of.
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On the page for the work center, find the card for the work order. Once work begins, click the
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header of the work order card to start timing the duration it takes to complete. This duration is
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displayed by a timer on the header of the work order card, which tracks the collective time spent
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working on the work order, by all employees.
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When work begins, click the :guilabel:`Start` button on the work order card to start tracking the
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duration. The :guilabel:`Start` button is replaced by a timer which displays the total duration that
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all operators have spent on the work order.
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.. image:: shop_floor_tracking/work-order-timer.png
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:align: center
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:alt: A work order card with an active timer.
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In addition, the reference number of the work order appears in the operator panel, under the name of
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the employee working on it, along with a second timer, which tracks the amount of time the employee
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has spent on the work order individually. This timer only reflects work done during the current
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session, even if the employee has previously worked on the work order.
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View active profile work orders
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-------------------------------
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Employees are able to work on multiple work orders simultaneously, and track their time for each.
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The reference number for each work order being worked on appears below the employee's name, along
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with a timer.
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The operator panel displays the work center location and individual time spent for each work order
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an operator is working on. This timer only reflects work done during the current session, even if
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the operator has previously worked on the work order.
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Operators can work on multiple work orders simultaneously and track their time for each. Click
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:guilabel:`My WO` at the top of the page to see all of the work orders the active profile is working
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on.
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.. image:: shop_floor_tracking/employee-timer.png
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:align: center
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:alt: An employee card in the operator panel, showing two work order timers.
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To pause the timer on the work order card, and remove the work order from below the employee's name
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on the operator panel, click the header a second time.
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Pause and stop timer
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--------------------
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Once the work order is completed, click the :guilabel:`Mark as Done` button at the bottom of the
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work order card, which causes the card to fade away. If the timer is still active, it stops once the
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card disappears completely.
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To pause the timer on a work order, click the work order card a second time.
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Once a work order is complete, click the :guilabel:`Mark as Done` button at the bottom of the work
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order card, and it disappears from the work center page.
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.. note::
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If there are no additional work orders for the |MO|, the button says :guilabel:`Close Production`
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instead. Clicking :guilabel:`Close Production` marks the entire |MO| as *Done* and removes it
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from the *Shop Floor* module.
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The :guilabel:`Close Production` button is always visible on the manufacturing order card in the
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:guilabel:`Overview` tab.
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.. _manufacturing/shop_floor/view-work-order-duration:
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View work order duration
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========================
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By individual work order
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------------------------
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To view the duration of a work order, navigate to :menuselection:`Manufacturing app --> Operations
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--> Manufacturing Orders`, and select an |MO|.
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--> Work Orders`.
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To view and select |MOs| that have been completed and marked as *Done*, remove the :guilabel:`To Do`
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filter from the :guilabel:`Search...` bar, by clicking on the :guilabel:`X (close)` button on the
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right side of the filter.
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By default, the search bar has a filter applied to display incomplete work orders only. To view work
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orders that have been completed and marked as *Done*, remove the filter from the search bar by
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clicking on the :icon:`oi-close` :guilabel:`(Remove)` button on the right side of the filter.
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On the page for the |MO|, click on the :guilabel:`Work Orders` tab to see a list of all work orders
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included in the |MO|. The time it took to complete each work order is displayed in the
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:guilabel:`Real Duration` column of the tab.
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The actual time it took to complete each work order is displayed in the :guilabel:`Real Duration`
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column. This value represents the total time spent on the work order by all operators who worked on
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it. It includes time tracked in the *Shop Floor* module as well as time tracked in the work order
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form or the :guilabel:`Work Orders` tab of the |MO|.
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The *Real Duration* represents the total time spent working on the work order by all workers who
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worked on it. It includes time tracked in the *Shop Floor* module, as well as time tracked on the
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:guilabel:`Work Orders` tab of the |MO| itself.
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To view detailed time tracking information, select a work order. In the work order form, go to the
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:guilabel:`Time Tracking` tab to see a detailed list of all operators who have worked on the work
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order and the amount of time they spent on it.
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By manufacturing order
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----------------------
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To view the duration of all work orders in a specific |MO|, navigate to
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:menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`.
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By default, the search bar has a filter applied to display incomplete |MOs| only. To view |MOs| that
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have been completed and marked as *Done*, remove the filter from the search bar by clicking on the
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:icon:`oi-close` :guilabel:`(Remove)` button on the right side of the filter.
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Select an |MO|. In the |MO| form, go to the :guilabel:`Work Orders` tab to see a list of all work
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orders included in the |MO|. To view details for a specific work order, click anywhere on the entry
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line and the work order form opens.
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