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Shift

Shift

Stratus Shift is a labor-tracking solution designed to give fabrication shops real-time insights into their workforce productivity. By seamlessly integrating with Stratus work packages, Stratus Shift enables shop workers to log time against their assigned packages, empowering businesses to better correlate labor costs with estimated material and fabrication data.

Stratus Academy Course Video

To take the course, login to Stratus Academy and locate the course FAB-208: Shift.

General

Administrators can enable optional features that modify the available options and buttons on the page.

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User Filter

The Administrator controls worker access to Shift by assigning users to Divisions that have been selected for Shift visibility.

Package Filters

The Shift Administrator sets the initial criteria that determine which packages display in Shift, including Division, Tracking Status, and Package Categories. Shift Users can manage which of those filter criteria will be applied on the Shift page.

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Auto-complete Package Scans

The Auto-complete Package Scans toggle determines whether or not Package assignments will be completed manually or via auto-complete after 10 seconds.

  1. Checked (Auto-Complete) - When checked, scans will automatically complete and user will see the timeout (blue bar countdown) at the bottom of the notification.

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  2. Unchecked (Manual) - When unchecked, scans will need to be manually confirmed and the user will not see timeout at the bottom of card.

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View by Package

Click View by Package to view a list of packages that meet the selected filters.

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  1. Data Table State Filters

    1. Inactive - Displays the number packages whose State is Inactive.

    2. In Progress - Displays the number packages whose State is In Progress.

    3. Paused - Displays the number packages whose State is Paused.

  2. Package - The Package column lists the package name and the Required Date (RD).

  3. Workers - For each package, the Workers column displays the Assigned Workers action button or the assigned workers.

  4. State - See Data Table State Filters (above)

  5. Tracking Status - The Tracking Status of the package in Stratus.

  6. Tasks (If Enabled) - Displays which Task the Worker's time is recorded against.

  7. Actions - Displays current Actions.

View by Worker

Click the View by Worker to display all Shift Workers.

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  1. Data Table State Filters

    1. Available - Displays the packages whose State is Available. Available indicates workers who are not In Progress or Paused on package time tracking. No time tracking is occurring for these workers.

    2. In Progress - Displays the packages whose State is In Progress. Time tracking is occurring for these workers.

    3. Paused - Displays the packages whose State is Paused. Time tracking on the package is paused.

  2. Name - Displays the worker’s name and Employee ID.

  3. Packages - Displays whether a work package is "Unassigned" to a worker or displays the number of packages already assigned to the worker.

  4. State

    1. Checked Out - When clicked the worker is ready to stop work.

    2. Checked In - When clicked the worker is ready to be assigned work.

  5. Tasks (If Enabled) - Displays which Task the Worker's time is recorded against.

  6. Actions - Displays current Actions.

Add (Shift Time Entry Form)

The Shift Time Entry Form feature provides an option to enter a worker’s time (e.g., worker forgets to use the Start / Stop buttons) and an option to edit a worker’s session log entry.

To use the Shift Time Entry Form:

  1. If the Shift Time Entry Form has been enabled by the administrator, the Add button will display at the top of the page in the View by Package and View by Worker row.

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  2. Click the Add button. The Time Entry dialog will display. Note: If Tasks and Shift Types have been enabled, then those option lists will display in the dialog.

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    1. Worker Name - Select the worker.

    2. Package Name - Select the package.

    3. Start Date/Time - Select the date/time.

    4. Stop Date/Time - Select the Stop date/time.

    5. Duration - The Duration automatically calculates and is not editable.

    6. Task - Select the Task. Note: Task only displays if the feature has been enabled by the Administrator.

    7. Shift Type - Select the Shift Type. Note: Shift Type only displays if the feature has been enabled by the Administrator.

  3. When done, click Submit. The worker’s time will be entered into the Session Log.

Shift Page Workflows

This section covers companies using mouse-based navigation in Shift instead of QR code scanning methods. Note that both methods can be used together as needed.

Check In

Workers Check In to become available for package assignments and begin time tracking.

Start Button

The Start button can be used to streamline the Check In, Assign, and Start time tracking processes.
Note: The Start button will not display if the Administrator has enabled the Shift QR Check-in/out Only option.
Note: If the Administrator has enabled the Select Shift Type option and/or Tasks option an additional dialog will display for a Shift Type and/or a Task to be selected.

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Default

  1. Click Start. The Track Time dialog will display.

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    1. Select a Package.

    2. Select Worker(s).

  2. Click the Start Tracking button.

  3. The Worker(s) will be assigned to the package, time tracking will start, and the State will change to In Progress.

Shift Types Enabled

  1. Click Start. The Track Time dialog will display.

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    1. Select a Package.

    2. Select Worker(s).

    3. Select a Shift Type for each worker selected.

  2. Click the Start Tracking button.

  3. The Worker(s) will be assigned to the package, time tracking will start, and the Shift Type will display for the worker in the State column.

Tasks Enabled

  1. Click Start. The Track Time dialog will display.

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    1. Select a Package.

    2. Select Worker(s).

    3. Select a Task for each worker selected.

  2. Click the Start Tracking button.

  3. The Worker(s) will be assigned to the package, time tracking will start, and the Task will display in the Tasks column.

View by Worker

An individual can click Check In next to a name on the View by Work tab.
Note: If the Administrator has enabled the Select Shift Type option and/or Tasks option an additional dialog will display for a Shift Type and/or a Task to be selected.

  1. Click View by Worker.

  2. Click the Check In button next to the worker’s name.

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  3. Is Shift Type Enabled for your company?

    1. Default: Shift Type - Not Enabled

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      1. Click Check In.

    2. The Worker’s State will be Available.

    3. Shift Type Enabled

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      1. Select a Shift Type.

      2. Click Check In.

    4. The Worker’s State will be Available.

  4. If, prior to clicking the Check Out button:

    1. The State of the Checked Out worker was either Paused or In Progress, the State will change to Paused. The worker can Resume or Start time tracking on any assigned package.

    2. The worker was not tracking time against a package (not in Paused or In Progress state), their state will change to Available. The worker can Start time tracking on any assigned package.

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Assign

Workers can be assigned to packages whether they are Checked In or Checked Out, allowing for pre-assignment work management.

Note: If the Administrator has enabled the Task Definitions option, an additional dialog will require that a Task be selected.

Start Button

The Start button can be used to streamline the Check In, Assign, and Start time tracking processes.
See the Start Button section for more information.

View by Worker

A worker can be assigned to work on a package in the View by Worker tab.
Note: If the Administrator has enabled the Task Definitions option, an additional dialog will require that a Task be selected.

Default

  1. Click View by Worker.

  2. Click the button in the Packages column. It may read Unassigned or the number of packages assigned.

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    1. Select a package.

  3. Click Assign. The worker is assigned to the package, but time tracking has not yet been started.

Task Enabled

  1. Click View by Worker.

  2. Click the Unassigned button in the Packages column. It may also read # packages assigned if the user has already been assigned to a package.

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    1. Select a Package.

    2. Select a Task.

  3. Click Assign. The worker is assigned to the package, the Task will display in the Tasks column when the Package is expanded, but time tracking has not yet been started.

View by Package

An individual can be assigned to work on the View by Package tab.
Note: If the Administrator has enabled the Select Shift Type option and/or Tasks option an additional dialog will display for a Shift Type and/or a Task to be selected.

Default

  1. Click View by Package.

  2. Click the Assign Workers button in the Workers column. The button may also read # workers assigned if workers have already been assigned to the Package.

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    1. Select Worker(s).

  3. Click Assign. The worker(s) is assigned to the package but time tracking has not yet been started.

Shift Type Enabled

  1. Click View by Package.

  2. Click the Assign Workers button in the Workers column. The button may also read # workers assigned if workers have already been assigned to the Package.

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    1. Select Worker(s).

    2. Select Shift Type.

  3. Click Assign. The worker(s) is assigned to the package, the selected Shift Type will display for the worker in the State column, but time tracking has not yet been started.

Tasks Enabled

  1. Click View by Package.

  2. Click the Assign Workers button in the Workers column. The button may also read # workers assigned if workers have already been assigned to the Package.

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    1. Select Worker(s).

    2. Select Task.

  3. Click Assign. The worker(s) is assigned to the package, the selected Task will display for the worker in the Tasks column, but time tracking has not yet been started.

View by Package Edit Workers

Editing package worker assignments follows different procedures for single-worker versus multi-worker assignments.

  1. Click the button in the Workers column associated with the Package. The Package will expand.

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  2. Click the Edit Workers button. The Assign workers to dialog will display. Note: If Tasks or Shifts Types have been enabled, then those column will display.

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  3. Select or deselect workers, and then click Update Workers.

Start

Time tracking can be started in a couple of ways.

Note: When a worker starts tracking time on a package, time tracking automatically stops on any other active package.

Note: The Start button will not display if the Administrator has enabled the Shift QR Check-in/out Only option.

Start Button

The Start button can be used to streamline the Check In, Assign, and Start time tracking processes.
See the Start Button section for more information.

View by Worker

An individual can start time tracking on the View by Worker page, after a worker has Checked In and been assigned to a package.

  1. Expand the Package.

  2. Click the Start button.

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View by Package

A worker can start time tracking on the View by Package page, after a worker has Checked In and been assigned to a package.

  1. Expand the Workers.

  2. Click the Start button.

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View by Package - Start All

Time tracking can be started for all workers on the View by Package page, after they have been Checked In and assigned to the package.

  1. Click the Start button.

  2. Click the Start All button.

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Pause

The Pause button is used to pause time tracking. The Check Out button can also be used to pause time tracking, but it requires the worker to Check In before resuming time tracking.

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View by Worker

A worker can pause time tracking on the View by Worker page after time tracking has started .

  1. Expand the package.

  2. Click the Pause button.

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View by Package

A worker can pause time tracking on the View by Package page after time tracking has started .

  1. Expand the package.

  2. Click the Pause button for the worker.

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View by Package - Pause All

A worker can pause time tracking for all users working on the package after time tracking has started.

  1. Click the Pause button.

  2. Click the Pause All button.

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Resume

The Resume button is used to resume time tracking. The Check Out button can also be used to resume time tracking but it requires that the worker Check In prior to resuming time tracking.

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View by Worker

A worker can resume time tracking on the View by Worker page after time tracking has been stopped.

  1. Expand the package.

  2. Click the Resume button.

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View by Package

A worker can resume time tracking on the View by Package page after time tracking has been stopped.

  1. Expand the package.

  2. Click the Resume button for the worker.

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View by Package - Resume All

A worker can Resume time tracking for all users working on the package after time tracking has been paused.

  1. Click the Resume button.

  2. Click the Resume All button.

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Stop

When time tracking is stopped, the worker will be unassigned from the package, time tracking will stop, and their State will be Available.

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View by Worker

A worker can stop time tracking on the View by Worker page whenever time is being tracked or paused.

  1. Expand the package.

  2. Click the Stop button. That worker will be unassigned from the package and their State will be Available.

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View by Package

A worker can stop time tracking on the View by Package page whenever time is being tracked or paused.

  1. Expand the package.

  2. Click the Resume button for the worker. That worker will be unassigned from the package and their State will be Available.

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View by Package - Stop All

A worker can stop time tracking for all users working on the package whenever time is being tracked or paused.

  1. Click the Stop button.

  2. Click the Stop All button. All workers will also be unassigned from the package and their State will be Available.

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Check Out

When workers Check Out, time tracking pauses, package assignments remain active, and Check In is required to resume tracking.

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View by Worker

A worker can Check Out on the View by Worker page after Check In.

  1. Click the Check Out button for any worker.

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  2. Their state changes to Checked Out while maintaining their package assignment.

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  3. Later, the worker returns and clicks the Checks In button. If, prior to clicking the Check Out button:

    1. The State of the Checked Out worker was either Paused or In Progress, the State will change to Paused. The worker can Resume or Start time tracking on any assigned package.

    2. The worker was not tracking time against a package (not in Paused or In Progress state), their state will change to Available. The worker can Start time tracking on any assigned package.

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Shift QR Scanning Workflows

This section covers companies using QR code scanning methods in Shift instead of mouse-based navigation. Note that both methods can be used together as needed.

QR Codes can be scanned in Shift using either a handheld scanner or a computer-connected camera. Once either scanning method is activated, all workflows function identically. Note: The QR Scanning Workflow does not have the concept of Pause, Pause All, Resume, or Resume All. However,

  • Handheld Scanning: Click anywhere within a Shift page to enable functionality. Detection remains active until focus shifts to a non-Shift window.

  • Camera Scanning: Click the Shift camera button to activate detection. Click it again to deactivate.

    • Initialize the camera by clicking the camera button.

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    • The camera video will start to display. Once the camera is on it will be available to scan until the camera button is clicked again.

    • Scan the Worker or Package QR Code as needed. Any workflow described in the QR Scanning Workflows section will work using a camera.

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Check In

The Check In process varies depending on whether Shift Types are enabled for your company.

Default

  1. Worker scans QR Code. The Check in Scan displays.

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  2. Click Confirm.

  3. The worker’s State will be Available or Paused depending on if they were previously assigned to a project.

  4. Scan the next worker as needed.

Shift Type Enabled

  1. Worker scans QR Code. The Confirm Check In dialog displays.

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  2. Select the Shift Type.

  3. Click Confirm. The worker is checked in and the correct Shift Type is being tracked.

  4. The worker’s State will be Available or Paused depending on if they were previously assigned to a project.

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