Daily production record auditing process

When doing piecework, plan on auditing production records each morning and making applicable corrections. Here are some helpful guidelines for auditing and correcting production records:

Getting Started

1. Navigate to the Production Records page.
2. Select yesterday's date from the date drop-down.
3. Filter by a specific crew by selecting the 'Search' drop-down and selecting a 'Crew' from the Crew drop-down. This will only show you the information for a single crew.
4. Sort the columns by the 'Name.' This will group all production records for an employee together.

Review Details

1. In a separate window, open up the Timecards page so you can reference both pages side-by-side.
2. Look for and correct errors. PickTrace automatically flags potential errors with a red error symbol under the name of the employee. Pay attention to the following flags:
   1. Unprocessed: This means the production record has not yet determined whether it can be tied to a timecard. This error will last for a brief period when creating production records from PickTrace Office. 
      1. Review whether there is a timecard with a piece or hourly + piece pay style during the time period that the production record was logged.
      2. If there is, then simply edit the timecard and select Save without actually editing any details. This will trigger the Unprocessed error to disappear.
      3. If the record was created from PickTrace Office, refresh the page and wait a few minutes for it to disappear.
   2. No Match: This indicates that a production record was registered during a time when no piecework was being performed and therefore does match an associated timecard.
      1. Investigate whether the employee was not clocked in by mistake, checked into the wrong job (on the Timecards page), or if the employee mistakenly received a production record.
      2. Correct either the timecard or production record.
   3. Validation Error: This error displays if the production record is tied to a timecard that is piece or hourly + piece pay style, but the production record lacks a piece rate.
      1. Add a piece rate to the production record.
3. Compare the production record totals for each employee to the totals shown on their timecards and ensure they match.
4. Compare all totals in PickTrace to the crew timesheets to ensure accuracy.