Staff Overview
Introduction
“There is no such thing as a self-made man. You will reach your goals only with the help of others.” – George Shinn
Looking for a quick and easy glance at the shop's workforce, Staff Overview provides a view of what each worker is currently actioning. In addition to seeing what stage, order and project the employing is working on, there is an option to halt their work immediately from this view.
Prerequisites
- Setup your shop digitally in Building Swell, including shifts, shops, projects, orders, routes, stages and steps.
- Ensure that you have at least 1 active route.
Step-by-Step Guide
How to access Staff Overview
Staff Overview can be selected from left navigation pane by clicking the clipboard icon and then clicking on the Staff Overview dropdown.
How to use Staff Overview
Shops - At the top of the screen, there are shop names that can be selected one at time, limiting the view of workers to that shop.
Filters - Below the shops are filters that can be selected for quick access. Filter are option are also available to select from by clicking the "Filter" button on the far right.
Search - To the left of the "Filter" button the far right, "Search" can be used to limit the view to letters and words of the user's choice.
Main View - All results, searched, filtered, or not, will be displayed in the main view below. From here, you can see a worker's name, status, task [order name], assignment [object type], stage and check-in time.
Halt Work - Users with access to Staff Overview have the option to halt worker's time on a task by click on the time next to status. Hovering a mouse over the time will display the word "Stop".
Tips
- It also provides easy access to halt workers' activity quickly.
Conclusion
Staff Overview is a convenient way to see what your team is up to, without having to remember which step, stage or order they are currently working on.