Allocation Sheet Submission/Approval Rules

The HighStone Allocation Sheets format offers a flexible configuration in the steps taken to take Allocations on the Labour / Plant Sheets system into the main system Cost Reporting.  The validation is applied at three stages:

• At the entry of each Allocation on the Sheet (not available for Import Loading of Sheets)
• When an Allocations Sheet is 'Submitted' for Approval

• When the Allocation Sheet is 'Approved' - or signed off

Depending on the level of control selected the following checks may or may not be made on each Allocation Sheet [Notes give the current setting]:

• Labour Staff defined with Shift Start / Finish times, and Breaks
• Plant defined with Shift Start / Finish times - and standing time
• Allocations Defined with Start Time / Finish Time - Duration is calculated  (Not used) - This option is not appropriate where more than one allocation per day is made to the same Works Order - unless a Works Order is added more than once to a sheet
• Allocations Defined as just a straight 'Hours' value (This is turned on for both Labour and Plant)
• Labour is defined with a 'Shift' designation - Day / Night / Callout is set up (This is turned on - 'D' Day shift is the default)
• Labour Allocation Times must fall within Shift Start / Finish Times (Turned off - may not be used at all)
• Plant Allocation Times must fall within Shift Start / Finish Times (Turned off - and unlikely to be used)
• Allocation must fall within Date Scope of Works Order

• Setting a Works Activity (from the Works Order)

  • If NO Activity on the WO - None set

  • If only ONE Activity on the WO - That entry is taken 

  • If two or more Activities on the WO - Prompt is given to select required item

Where sheets are 'Imported' as much data as is given in the source Format is taken and applied and saved.  No other validation is applied.

The Sheet Submission process is intended to Close a Sheet and put it forward for approval.  Checks are applied and reported as Errors, or Warnings.  A Sheet cannot be Submitted if there are 'Errors' - but 'Warnings' are allowed through:

• Sheets may be submitted on a day by day basis or as a whole 'week' after the week end date.  (Specify required option - Currently Weekly)
• What is classed as an Error or a Warning is configurable and can be set as appropriate.