Shift (Admin)

Shift (Admin)

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 tasks, 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 ADM-530: Shift.

Prerequisites

Company Role

Configure the Company Roles (Admin) by checking the Shift checkbox for specific Company Roles. By default, it is checked for the Administrator role.

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Project Role

Configure the Project Roles (Admin) by checking the Shift checkbox for specific Project Roles. By default, it is checked for the Project Admin role.

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Users

To display Workers in the Shift app, the Shift user’s Division must correspond to one of the selected Divisions. See the Users (Admin) article for more information.

Divisions

For a package to be visible in Shift:

  1. All packages must be assigned to a Division. These packages will not display in Shift.

    image-20250723-160708.png
  2. The Division needs to be checked under Admin > Company > Shift > Filtering Options > Select Division Options (below).

  3. The Division must be checked on the Shift page in the Package Filters section.

    image-20250723-161016.png

Station

Verify that users are logged into a Station. See the Station (Admin) article for information.

Shift Configuration

Settings

Optional Shift features are controlled under the Settings tab including:

  • Enable Shift Types

  • Enable Task Definitions

  • Enable Shift Time Entry Form

  • Enable Tracking Status Stop Sessions

  • Enable QR Check-in/out Only

Filtering Options

Shift workers can only be assigned to Stratus Packages that meet the selected Filtering Options below. The list of company Divisions, Tracking Statuses, and Package Categories displays.

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Divisions

See the Divisions (Admin) article for more information.

In this example:

  1. These Divisions are checked.

    image-20250722-183531.png
  2. As a result, in Shift, only those Divisions are available as options.

    image-20250722-183508.png

Tracking Statuses

See the Tracking Statuses (Admin) article for more information.

In this example:

  1. These Tracking Statuses are checked.

    image-20250722-183241.png
  2. As a result, in Shift, only those Tracking Statuses are available as options.

    image-20250722-183322.png

Package Categories

See the Package Categories (Admin) article for more information.

In this example:

  1. These Package Categories are checked.

    image-20250722-183552.png
  2. As a result, in Shift, only those Package Categories are available as options.

    image-20250722-183621.png

Session Log

The Session Log records raw data about Workers, Checked In and Checked Out times, the worker’s Station and other metadata.

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Session Log Example

A day in the life of a Worker:

  • Checked In for 7 hours

  • Checked Out for 1 hour

  • Time Tracking for 7 hours on 1 Package

Results: 3 Session Logs

  • Session Log 1: Check In

  • Session Log 2: Start (time tracking) to Pause (time tracking)

  • Session Log 3: Resume (time tracking) to Stop (time tracking)

Aggregate Data for a:

  • Worker

  • Division

  • Package Name

  • Project

Aggregate Session Log Data

Big Data SQL Table

The TimeSessions table has been added to the Big Data SQL and includes the following report fields:

ActivityType

CreatedDT

Id

PackageId

StartDT

StationId

StopDT

UserId

CSV Excel

Use the CSV or Excel export button to export the raw data. Note: This data will not include fields like PackageId, UserId, or StationId.

Stratus - Open API

The following are new calls to support Time Sessions.

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The timesession call also provides information not provided in a CSV/Excel export like PackageId, UserId, StationsId, etc..

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Optional Features

Shift Types

A Shift Type provides a way to collect an additional point of time tracking metadata.

Shift Types - MT1.mp4

 

  1. Enable Shift Types under Settings. The Shift Types tab will display under Shift.

  2. Click the New Type button.

  3. Name - Enter a Name (e.g., Day shift, Overtime, Regular time task).

  4. Code - Optionally enter a code that can be referenced as an additional point of metadata.

  5. Click Save.

  6. Once saved, when a worker checks in they will be required to Select Shift Type.

    image-20260113-155935.png

     

  7. Once selected, the Shift Type will display for the worker in the State column.

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  8. This Shift Type will also display in the Session Log as an additional point of metadata.

    image-20260113-160744.png

Task Definitions

Shift Tasks brings the ability to apply Task Definitions to packages that contain related part, assembly, and package tasks.

Shift Tasks 2 - MT1.mp4

 

  1. Enable Task Definitions under Settings.

  2. Configure one or more Task Definitions. See the Task Definitions (Admin) article for more information.

    1. Task Definition Note: A Task Definition used for Shift:

      1. Does not need its Enabled checkbox checked.

      2. Does need the its Assigned To set to Package.

  3. Configure one or more Stations. See the Station (Admin) article for more information.

    1. Station Note: A Station used for Shift:

      1. Must have Task Definitions assigned.

      2. Must have the Assigned to this Device checked for the computer and the user must be Signed In to the Station.

  4. Select Task - Once configured when a worker is assigned to a package, an additional dialog will display prompting to Select Task.

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  5. Once selected, the task will display for the worker in the Tasks column.

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  6. This task will also display in the Session Log.

    image-20260113-162702.png

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.

Shift Time Entry Forms - MT1.mp4

 

To enter a worker's time:

  1. Enable Shift Time Entry Form under Settings.

  2. Click the Add button to

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  3. The Time Entry dialog will display.

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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. Shift Type - If enabled, the Shift Type option list will display.

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

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To edit a worker’s time:

  1. Go to the Session Log.

  2. Locate the record to be edited.

  3. Click the Edit button under Actions. The Time Entry edit dialog will display.

    image-20260113-164741.png

Tracking Status Stop Sessions

Shift Tracking Status Stop Sessions automatically ends time tracking when a package's status changes to one that isn't configured for Shift tracking.

Shift Tracking Status Stop Sessions - MT1.mp4

 

  1. Enable Tracking Status Stop Sessions under Settings.

  2. The Shift Admin has configured to only display packages whose Tracking Status is checked.

    image-20260113-170401.png

     

  3. When the State of a package or a worker’s work on a package is In Progress, but within Stratus the package’s Tracking Status changes to one that isn’t checked:

    1. The package will be removed from Shift.

    2. Time tracking will be stopped.

    3. The worker will be unassigned from the package.

  4. Note: When Tracking Status Stop Sessions is not Enabled, once the package’s Tracking Status changes to one that isn’t checked:

    1. The package will continue to display in Shift

    2. The time tracking will continue to be accumulated.

    3. The worker will continue to be assigned to the package.

QR Check-in/out Only

Shift QR Check-InOut Only - MT1.mp4

 

The Shift QR Check-in/out Only requires workers to scan their worker badge QR Code to Check In and Check Out.

  1. Enable QR Check-in/out Only under Settings.

  2. Once enabled, the QR scan required message will display and all workers will be required to scan their worker badge QR Code to Check In and Check Out.

    image-20260113-171402.png