Shop-Trak Setting Up the Employee Profile - Controls Tab

Use the Controls tab of the Shop-Trak Employee Profile form to set Backflush and Doc-Trak Controls.

To set up Employee Profile Controls:

1. Open the Shop-Trak Employee Profile form.
2. Click the Controls tab.
3. Specify this information:

Backflush Controls

• Backflush Administrator - Select this check box to give the employee the ability to perform backflushing of lot and serial tracked materials on transactions created by any employee. 

Doc-Trak

• Allow Document Saving Rules - Select this check box to allow employees to scan or drag and drop Doc-Trak attachments while using Shop Floor.

IMPORTANT:  The following prerequisites must be set up on the Doc-Trak Document Saving Rules form before using this feature:

 Select the Show Saving Rule in Shop-Trak check box on the Attach Options tab.

 Specify Saving Rules on the Main tab.  Saving rules determine the type (scan or drag and drop) and location (file system or database) of the attachments.  

When an employee is in Shop-Trak Shop Floor and clicks the Documents button, Shop-Trak will check to see if any Doc-Trak attachments or saving rules exist for that SyteLine module.  If they do, the employee can select a saving rule and then select the documents to attach by either scanning or using drag and drop.

The following table shows the Infor SyteLine modules that can be set up with saving rules for the Shop Floor areas listed.

*In order for attachments to attach back to the Customer Order Line, the Job being used must be cross-referenced to a CO Line.

4. Save changes and close the form.

Related Topics

Shop-Trak Employee Profile Form

Shop-Trak Setting Up the Employee Profile - General Tab

Shop-Trak Setting Up an Employee to Perform Backflushing of Lots & Serials

Shop-Trak Backflushing of Lots & Serials Overview