What's in this article:
- The Two Workflow Configurations:
- Compare the Labor Inventory Management Situation Using the Two Workflow Configurations:
- STEP 1: RO #99 comes in for 1.5 hours- during the inspection an additional 5.3 hours are recommended by the Tech.
- STEP 2: The SA builds the estimate with the additional 5.3 hours
- STEP 3: Two hours have passed since the tech started work. The Customer approves 4.3 out of the 5.3 hours and the additional 4.3 hours are not ready to be worked on because the parts have not arrived.
- Conclusion Drawn Based on the Configurations
The Two Workflow Configurations:
Configuration: Certain Steps are Excluded (Recommended):
The yet-to-be-completed hours (2) exclude certain workflow steps from being a part of the aggregated hours at the top of the techs column. You may opt for this option if you want to exclude all hours from jobs that are still pending and may not be ready for the tech to work on at the current time. An example workflow step that you should exclude is Waiting for Parts. Steps that should NOT be excluded in this case are Waiting for Inspect, Waiting for Work Finished.
Impact of this configuration
When workflow steps are excluded following this configuration, the yet-to-be-completed hours only include hours that are currently available for the tech to work on. Once parts arrive (and the vehicle moves out of this type of workflow step) this number will go up.
Configuration: No Steps Exclude Hours (Not Recommended):
The yet-to-be-completed hours (2) do not exclude any workflow steps from the calculation. You may opt for this option if you are looking to be more cautious in your vehicle assignments and want to take into consideration every job that may possibly be assigned to the tech when determining vehicle assignments. If you go with this option, you risk underloading your technicians when parts do not arrive in time or another reason that prevents the tech from completing the work that same day.
Impact of this configuration
Compared to the first configuration’s 5.5 hours assigned shown for Joe Tech, this configuration shows that 8.9 hours are yet to be completed. It is important to note that this includes work that may not be ready to work on during the current day.
Compare the Labor Inventory Management Situation Using the Two Workflow Configurations:
STEP 1: RO #99 comes in for 1.5 hours- during the inspection an additional 5.3 hours are recommended by the Tech.
Configuration: Certain Workflow Steps Excluded in Assigned Hours Calculation
The original 1.5 hours are included in the 3.9 yet-to-be-completed hours, and at the bottom of the vehicle tile for total assigned hours.
Configuration: No Workflow Steps Excluded in Assigned Hours Calculation
The original 1.5 hours are included in the 4.9 yet-to-be-completed hours, and at the bottom of the vehicle tile for total assigned hours. Since no hours are excluded from any workflow steps there is 1 extra hour in the assigned hours compared to the other configuration.
STEP 2: The SA builds the estimate with the additional 5.3 hours
Configuration: Certain Workflow Steps Excluded in Assigned Hours Calculation:
None of the hours recommended by the tech are shown on the TVP hours because they are not yet authorized. 1.2 of the 1.5 hours are completed at this point and that appears in the completed hours on the vehicle tile and top of the tech’s column.
Configuration: No Workflow Steps Excluded in Assigned Hours Calculation:
None of the hours recommended by the tech are shown on the TVP hours because they are not yet authorized. 1.2 of the 1.5 hours are completed at this point and that appears in the completed hours on the vehicle tile and top of the tech’s column.
STEP 3: Two hours have passed since the tech started work. The Customer approves 4.3 out of the 5.3 hours and the additional 4.3 hours are not ready to be worked on because the parts have not arrived.
Configuration: Certain Workflow Steps Excluded in Assigned Hours Calculation:
The 4.3 hours are considered in the total 5.8 assigned hours at the bottom of the vehicle tile, but since the parts have not arrived they are not included in the 2.4 yet-to-be-completed hours at the top of the tech’s column.
Configuration: No Workflow Steps Excluded in Assigned Hours Calculation:
The 4.3 hours are included in the total 5.8 assigned hours at the bottom of the vehicle tile, and even though parts have not arrived the 4.3 hours are also included in the 7.7 yet-to-be-completed hours at the top of the tech’s column.
Conclusion Drawn Based on the Configurations
Configuration: Certain Workflow Steps Excluded in Assigned Hours Calculation:
- The shop remains flexible and able to assign other work to this technician given that parts have not arrived for the remaining work on RO #99.
Configuration: No Workflow Steps Excluded in Assigned Hours Calculation:
- It appears the tech will not be able to handle any additional work on the current day because the yet-to-be-completed hours exceed the number of hours the tech is available. 5.3 of those hours included in the 7.7 hours are not ready to be worked on, because they are waiting for parts.
- Completed hours are always included in the aggregation at the top of the technician’s column (3) regardless of the configuration noted above.
- Approved-assigned hours will still be included on the vehicle tile even if the workflow step the vehicle is in is excluded. In the image below, the two configuration options noted above have no impact on the 1.9 assigned hours shown on the vehicle tile.
