The Workload window displays a summary of actions for each day over a two-month period from the current date.  The tab is useful to examine scheduled work required for the upcoming period.  The overview can be used to spread work evenly by scheduling new jobs on quieter days.

The actions displayed are based on those entered for each job in the Diary tab of the Jobs Management module, and are divided into Packs, Local Jobs, Uplifts, Deliveries and Other Jobs. Messages entered in the daily diary for a day are also displayed.

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How to View the Workload

• Navigate to Operations > Workload in the main menu.
  
• In the Workload tab, each day over the next two months is listed by row.  In the Day column on the left, public holidays will display in red text.  Days that have been closed by the Operations Manager will have a red background. 

The other columns display the following for each day:

• Total Labour: The total number Labour employees allocated on that day
• Total Vehicles: The total number of Vehicles allocated on that day
• Drivers, Packers, etc: The total number of Labour employees allocated on that day for a Cost Type (each Cost Type has its own column)
• Trucks, Trailers, etc: The total number of Vehicles allocated on that day for a Cost Type (each Cost Type has its own column)

The boxes at the top of the screen allow you to filter the list.

• The starting date to view the next two months beyond that date
• Branch filter
• Cost Centre/Move Type filter

• Job Status filter
• Entered By filter
• Sales Rep filter
• Move Manager filter

• Combine Won and Pending checkbox to include Pending Jobs (Jobs in Status P) in the totals
• FTE (Full Time Equivalent hours)

• Include All Ops Diary – By default, the Workload screen will include actions that are Pack, Uplift, Load, Unpack, and Delivery actions. Checking this box will include all Operational actions, not limited to just the above
• Include Sequences to include sequenced Jobs i.e. Job 100001a.
• Include Hours to display the total hours in addition to the total quantity

• By Resource Type will display all of the Cost Types available for Vehicles and Labour (above you can see for Labour this includes Drivers and Packers in my database)
• By Diary Action will instead display the total quantity (and hours if toggled) of each diary action
• Show Estimate will display Estimated hours/resources allocated to Jobs
• Show Actual will display Actual hours/resources allocated

• Adjust/zoom the height and width view of the screen.
• Print the screen
• Refresh the screen

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The Diary Tab

• Double click the required date or select it and navigate to the Diary tab.

A list of all Operational Diary Actions for the selected date is displayed, with the total number of jobs, packs, volume, vehicles and labour displayed at the bottom of the tab.  At the top of the screen, some of the features available on the Daily (Operations) Diary screen are also available here, such as Completing an action , moving an action to the next day , confirming the date/time with a client , and cautioning or closing a day through the Daily Notes icon

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