The Box Schedule page defaults to show 10 rows (tasks) for each job. You can change the Max Rows filter to display a maximum of 25 rows. If a job has more tasks to display, you will see the Next Tasks button at the bottom of the page. Click the button to view the next tasks. On that page, you will see a Previous Tasks button that you can click to take you back to the previous list of tasks.
The Lot/Blocks are listed in order of their sequence number, which is assigned on the Update Phase page in the Job Admin tab. Sequence numbers are unique to a phase, so jobs in the same phase but different groups cannot have the same sequence number, unless the user has the role function "Jobs: Assign Duplicate Seq Numbers." This allows the user to assign duplicate numbers in a phase.
Box Schedule Functions:
View Tasks
Start or Complete Tasks
Print the Box Schedule
Update Tasks in the Task Action pop-up window
To view tasks in Box Schedule:
Click on the Jobs tab.
In the Left Nav Bar, click Box Scheduling. The Box Schedule page or Task View page will open, depending on the default view in Your Profile.
Click the Switch to link in the top left corner to switch to Task View or Box Schedule.
Choose a Subdivision/Phase to view from the drop-down list. (Required)
Choose a Phase Group from the drop-down list. (Required)
Choose a Task Category Group from the drop-down list. (Required)
Choose any of the other filters you want to use.
Click the Show Tasks button. The Box Schedule page displays the task list for each job in your phase group.
The Show Tasks button is hidden until the user selects all the required filters (Subdivision/Phase, Phase Group, and Task Category Group). When the user changes any of the required filters, the Show Tasks button hides until all the required filters have been selected.
After you click the Show Tasks button, the filters are automatically hidden so you can view more of the page without scrolling. To show the filters, click the Show Filters button in the top right of the page. Click the Hide Filters button next to the Show Tasks button to hide the filters.
To start or complete a task:
If you've made changes, and you try leave the page before you click the Update Tasks button, a Warning Message will pop up. Click OK to leave the page. Or, click Cancel to stay on the page. Then, click the Update Tasks button.
Confirm the Start or End Date of the task you want to update. You can use Sticky Date to quickly change the dates.
Click in the Start or End Date field of your task. The cell will highlight in green.
If the user has the role function "Jobs: Box Sch Start & Comp Tasks," Box Schedule allows the user to start and complete tasks simultaneously. If the user does not have this role function, the user cannot start and complete the same task simultaneously.
To return the cell to its original state, click in the cell again. The green highlight will come off.
Choose a Schedule Change Reason from the drop-down list under the Box Schedule, if necessary.
Choose a Schedule Change Supplier from the drop-down list under the Schedule Change Reason, if necessary. (This will only appear if the module "Job Schedule Change Supplier" is turned on.)
Click the Show Explanation button under the Schedule Change Supplier to enter a Schedule Change Explanation, if necessary.
Click Update Tasks. You’ve started or completed your tasks.
If you change a date, the cell will highlight in green. All green cells will be started or completed when you click Update Tasks. To change a date but not start or complete task, go to Task View or Job Management Express (JME).
To print the Box Schedule:
Different printers have different ways of adjusting the settings. The following instructions are only a guideline for changing the printer settings. Your printer may have different print options.
Click the View Printable link in the top right corner of the Box Schedule. A printable version of the Box Schedule opens in a separate window.
Click File, Print on the menu bar. The Print dialog box opens.
Open the Printer Settings or Preferences.
Change the Orientation to Landscape.
Change the Paper Size to Legal (8.5 x14), if you have legal size paper.
Change the Print Size to 90% or Shrink to Fit.
Click OK to close the Printer Settings or Preferences.
Click the Print button to print the Box Schedule.
If the Trade Partner Survey module is turned on for your company, questions will appear when completing some tasks. These questions must be answered before the task (PO) can be completed. Answer each question by clicking the Yes or No radio button. Enter notes as appropriate.