This appendix covers the following topics:
The attached sample worksheet serves as a functionality implementation guideline. The business example and worksheet are based on the example to present a clear overview of the implementation process.
There are six tasks that are performed on a regular basis in this warehouse (Atlas Distribution Center) that is being considered in this example - hazardous picks, cycle counts, replenishments (HZPK) (HZCC) (HZRP), pallet picks and replenishments (PLPK)(PLRP), case picks (CSPK), and each picks (EAPK).
There are three operators (Rob, Charlie, and Michael) employed by a warehouse and three types of equipment (Fork Lift, Pallet Jack, and Trolley) available to perform all the tasks.
What are the different operations that are carried out on a daily basis?
There are three main functions that are performed on a regular basis. They are picking, cycle counts, and replenishments. Each system task has a separate set of rules that are associated with their type.
What are the different types of jobs within each type of operation?
Based on the example above, there are seven main tasks that are carried out on a day-to-day basis.
They are hazardous picks, cycle counts, and replenishments (HZPK)(HZCC)(HZRP), pallet picks and replenishments (PLPK)(PLRP), case picks (CSPK), and each picks (EAPK). For brevity, we will only discuss setting up the rules for jobs of type picking.
How do we identify a job?
The next step is to create rules to distinguish the jobs based on some criteria. The user has to be careful in setting up the rules so that the same set of conditions are not applicable for a different type of job. Setting up a flow chart during such scenarios would be advisable. Moreover, the order in which these rules are to be evaluated is also important so that two different task types do not satisfy the same rule set.
The priority of jobs
Hazardous
Cold Storage
Rest of the jobs
The rules have to be identified separately to evaluate each of the above types.
How do we identify a specific task type?
In the next step, list out all the criteria that would identify a specific task type.
How will a hazardous task be identified? The item HAZMAT code should be ‘yes'.
Secondly, how would a cold storage task be identified? The subinventory where the material is being picked from would suggest the second type.
What jobs are to be identified as special?
All hazardous and cold storage jobs and pallet picking jobs are to be considered special since they either use a trained resource or a specific type of equipment.
What are the available resources and who are qualified to do special jobs?
Rob, Charlie, and Michael are the available resources. Rob is qualified to perform hazardous jobs and can drive a fork lift. Charlie can drive a forklift while Michael cannot drive a fork lift and is qualified to perform hazardous jobs.
What jobs require special equipment?
All pallet jobs require a fork lift and all jobs involving cases requires a pallet jack or a trolley.
How do we group resources into departments?
All task types identified in step three should be associated with the employee and equipment that can be qualified to do the tasks.
HZPL - Rob, Fork Lift
CDPL - Rob, Charlie, Fork Lift
EAPK, DFPK - Rob, Charlie, and Michael, no equipment needed, and so on
Each group of employees within a specific task are classified as human resources and all the equipment is classified as an equipment resource.
Now group both to a department, which is the associated to the task type itself.