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. For information on how Shift works for user’s, see the Shift article.

To take the course, login to Stratus Academy and locate the course ADM-530: Shift.

Configure the Company Roles (Admin) by checking the Shift checkbox for specific Company Roles. When checked, the Company Role checkbox grants access to Shift administration and configuration: the Settings, Filtering Options, and Session Log tabs.

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To display Users in the Shift app:

1. The Shift user must have a Shift license by checking the Shift checkbox column under Admin > Company > Users.

2. The Shift user’s Project Role must be set to either Worker, Supervisor, or Shift (both).

3. The Shift user’s Division must correspond to one of the selected Divisions. See the Users (Admin) article for more information.

4. If a Shift user’s QR Code will be scanned, it needs to be printed under Admin > Company > Users > Download QR Code or Print GTP Quick Pass which includes the QR Code.

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

• Worker - When Worker is checked, it grants everyday use of the Shift app: seeing and working assigned packages, checking in and out, and pausing, resuming, or stopping time tracking. It does not allow adding or editing time entries.

• Supervisor - When Supervisor is checked, it grants everything Worker grants, plus the ability to manually add and correct time entries. This is scoped per project, so it doesn't carry over to projects where Supervisor isn't also granted.

• If neither is checked, the user has no access to Shift and the Shift tab will not appear for them.

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For a package to be visible in Shift:

1. Every package must be assigned to a Division in order to display in Shift.

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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.

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On the worker's computer, confirm the Assign to a Device checkbox is checked for the station under Admin > Company > Stations. See the Station (Admin) article for information.

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

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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See the Divisions (Admin) article for more information.

In this example:

1. These Divisions are checked.

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2. As a result, in Shift, only those Divisions are available as options.

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

In this example:

1. These Tracking Statuses are checked.

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2. As a result, in Shift, only those Tracking Statuses are available as options.

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

In this example:

1. These Package Categories are checked.

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2. As a result, in Shift, only those Package Categories are available as options.

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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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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

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

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

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

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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.

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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.

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

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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.

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The Shift Time Entry Form lets you manually enter a worker's time (for example, if they forget to use the Start/Stop buttons) or edit a session log entry. It requires the Supervisor sub-permission under Shift in the user's Project Role.

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To enter a worker's time:

1. Enable Shift Time Entry Form under Settings.

2. Click the Add button.

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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.

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

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1. Enable Tracking Status Stop Sessions under Settings.
   
   

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

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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.

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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.

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1. The Shift tab does not appear for a user.

   1. Neither the Worker nor the Supervisor sub-permission is checked under Shift in that user's Project Role.

2. A worker does not appear in the Shift app.

   1. The worker's Division does not match one of the Divisions selected under Admin > Company > Shift > Filtering Options.

3. A package does not appear in Shift.

   1. Check in order: the package has no Division assigned; the package's Division is not checked under Filtering Options; the package's Tracking Status is not checked under Filtering Options; the package's Category is not checked under Filtering Options; or the Division is not checked in the Package Filters section on the Shift page itself. A package must satisfy every filter, not any one of them.

4. A supervisor cannot see the + Add button.

   1. Either the Shift Time Entry Form setting is off, or the user does not hold the Supervisor sub-permission.

5. A supervisor can add time on some projects but not others.

   1. Supervisor is scoped per project. They hold it on the projects that work and not on the ones that do not.

6. A task does not appear in the Select Task dialog.

   1. If a station is assigned to the device, only tasks configured on that station appear. If no station is assigned, Shift shows all tasks assigned to any station in the user's selected divisions.

7. Time tracking stopped on its own.

   1. If Tracking Status Stop Sessions is enabled, a package status change to a status not checked under Filtering Options ends the session, removes the package from Shift, and unassigns the worker.

8. A scan appeared to do nothing.

   1. A package QR scan with no worker scan following it expires after ten seconds and cancels.