How to Enter Actuals

Entering Actuals are a shift task for Deputies (Crew Leaders). Actuals are the achieved values of different KPIs during a shift that need to be entered on the Actuals screen to create a Shift Plan report. A Shift Plan report is a summary of the KPIs (Targets and Actuals), Resources (people and equipment), Tasks and additional Notes.

Fewzion’s Actuals screen helps Crew Leaders to quickly and effortlessly enter the Actual values for KPIs, select Task Completion, answer Checklist Questions, print Shift Plan reports, etc.

Step-By-Step Guide

This guide provides instructions on how to:

1. Enter /touchui/ after your Fewzion instance in the browser
e.g. https://demo.fewzion.com/touchui/

 

Enter Actuals

Entering Actuals are a shift task for Deputies (Crew Leaders). Actuals are the achieved values of different KPIs during a shift.

1. Select the Process

 

2. Click on the Actuals section for the KPI being entered

 

3. Select Deputy

 

Info!

If the Deputy hasn’t used the Actuals screen before, the Deputy Training Video will pop up.
 
For more information, see the Watch Deputy Training Video section.

4. Enter Actuals by using the numeric key pad. Click Next KPI

 

Info!

By clicking on the red "X", the entered value will be deleted.

N/A is used for KPIs that don’t need an Actual (i.e. the listed KPI is not applicable to the particular shift as a result of bad planning).
For more information, see the "What is the difference between 0 and N/A when I enter Actuals?" FAQ article.

To have calculated KPIs on the Actual screen, please contact Support.

To enter Actuals for time based KPIs, please follow this steps.
1. Select the hour
 
2. Select the minutes
 
3. Click Next KPI
 

5. Select the Tasks menu

 

Info!

The entered Actuals are shown with colours for easy recognition. The colour codes are the followings:
Green: The entered Actual is on or greater than the Target
Yellow: The entered Actual is between 80% and 99% of the Target
Red: The entered Actual is below 80% of the Target
By selecting the Close button before the KPIs and Tasks sections fully completed, a warning message will pop up displaying how many KPIs and Tasks need to be completed.
 

 

Select Tasks Completion

Tasks are assigned to and need to be completed during a particular Shift. Deputies can easily and quickly enter actuals on the Fewzion’s Tasks Completion screen.

Enter actuals for tasks with Short Interval Control

When Short Interval Control is enabled for tasks, actuals need to be entered for interval targets during the shift

 

1. Tap on the interval and enter the actual on the keypad

When a black border is shown around the interval target the actual is due to be entered by tapping on the interval and entering the actual on the key pad

 

When a red border is shown around the interval target then the actual is overdue (wasn’t entered during the due period) and still required to be entered by the keypad

 

Info!

The entered actuals are shown with colours for easy recognition. The colour codes are the followings:
Green: The actual met or exceeded the target
Yellow: The actual is between 80% and 99% of the target
Red: The actual is less than 80% of the target
The incomplete notes section is shown for these tasks as the task completion is in progress.

Enter actuals for tasks with target and without Short Interval Control

1. Enter the actual by tapping on the large box and entering the actual on the key pad. The actual needs to be entered by the end of the shift

 

Info!

The entered actuals are shown with colours for easy recognition. The colour codes are the followings:
Green: The actual met or exceeded the target
Yellow: The actual is between 80% and 99% of the target
Red: The actual is less than 80% of the target

Enter actuals for tasks without target and Short Interval Control

1. Set task completion by the clicking on the button or moving the slider

 

Info!

The selected Task Completions are shown with colours for easy recognition. The colour codes are the followings:
Green: The task is 100% completed
Yellow: The task is partially completed between 80% and 99%
Red: The task is partially completed below 80%
To delete the Task Completion value, click on the little "X" for the value that need to be deleted.

5. Select the Checklist menu

 

 

Answer Checklist Questions

A Checklist is a helpful tool for Crew Leaders to examine the completeness of tasks that need to be done during shifts.

Info!

For more information about Checklist Question, see the "How to Manage Checklist Questions" article.

1. Answer Checklist Questions

 

Info!

The star (*) indicates that a note is required.
Answer Checklist Questions for Numeric Answer Type by sliding the button, tapping on the bar or using the Number Pad (see below).
 
When an out of range value entered by the "Number Pad" (in this example: 2) and clicked on the "Continue" button, an error message will appear.
  

 

Print Shift Plan Report

The Shift Plan is a summary of the KPIs, Resources (people and equipment), Tasks and additional Notes of a shift.
There are two options to print the Shift Plan report: on the Actuals screen by the "printer" icon and on the Shift screen by the "Print" button

1. Click on the "printer" icon on the Actuals screen and select the required shift.

 

2. Click Print on the Shift screen

 

Info!

The "Print" button displayed on all Shift screens (KPIs, Tasks and Checklist)
The printed Shift Plan will be similar to this:
 

 

Watch Deputy Training Video

The Deputy Training Video was developed to help Deputies use the Actuals screen effectively. This short video (2:30 minutes) introduces the main screens and functions (navigation, how to enter Actuals, select Task Completion, answer Checklist Questions and print Shift Plan) and it is highly recommended to watch this video.

1. Click on the "video" icon

 

2. Watch the video

 

Info!

If the Deputy hasn’t used the Actuals screen before, the Deputy Training Video will pop up after selecting the Deputy.

 

Set Display Options

Fewzion allows users to see different number of shifts on the Actuals screen.

1. Click on the "view" icon. Select a display option.

 

Info!

The default display option is "M" that displays the shifts in medium size on the screen.
By selecting the "S" option, the shifts will be displayed in small size on the screen (see below).
 
By selecting the "L" option, the shifts will be displayed in large size on the screen (see below).
 

 

Select General Settings

General settings allow users to display Charts on the Actuals screen, preload Shifts from the cache of the browser and set a screen after the computer recovers from standby mode.

1. Click on the "settings" icon. Select an option.

 

Info!

Charts has two options: "Expanded" and "Collapsed".
The default setting is "Collapsed" that does not display diagrams on the bottom of the main screen.
By selecting the "Expanded" option, the required charts will be displayed (see below).
 
Please contact Support which chart(s) required to show by the "Expanded" option.

Shifts has two options: "Load on Swipe" and "Preload".
The default setting is "Preload" that caches Shifts in the browser. Hence, it provides a faster display response.
By selecting the "Load on Swipe" option Shifts will be loaded when the user navigates to Shifts by swiping the screen.

Standby has two options: "Show Dashboard" and "Disabled".
The default setting is "Disabled", this will display the last used screen when the computer resumes from standby mode.
By selecting the "Show Dashboard" option the Dashboard will be displayed after resuming from the standby mode.

 

View Dashboard

Fewzion’s Dashboard screen displays different charts of KPIs.

Info!

Please contact Support which chart(s) required to be displayed on the Dashboard screen.

1. Click on the Dashboard icon

 

2. Click on the "settings" icon. Select an option.

 

Info!

On Tap has two options: "Do Nothing" and "Show Actuals".
The default setting is "Show Actuals" that shows the Actuals screen when a user taps on a chart.
By selecting the "Do Nothing" option, after tapping on the charts, the screen remains on the Dashboard.

 

Refresh Actuals

The "refresh" icon refreshes the Actuals screen.

1. Click on the "refresh" icon.

 

Info!

By selecting the "refresh" icon, the Actuals screen refreshes and the current shifts are displayed.
When a user clicks on the Actuals section for a KPI or a Task, the Select Deputy screen will pop up.
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