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Scheduling - Scheduling Module
 
 Access Form  Open Scheduling Calendars    Opens the Scheduling Calendars.  Scheduling Calendars include the major workstations including:
1)  Roasters Calendar
2)  Flavoring Calendar
3)  Grinding Calendar
4)  Packaging Calendar

As the Calendars are opening you will be prompted on whether you want to close some of the existing forms to reduce resources, it is recommended that you select 'Yes' and have CoffeeRoaster close the unnecessary forms.
 Access Form  Open Production Scheduling Form     Opens the Production Scheduling Form.  To use the Production Scheduling Form to add Roasts/Coffees to the Scheduling Calendars you need to make the following selections/entries.

1)  Select the appropriate Roast Date.  You can schedule Roasts for future days if you choose to. 
2)  Select the Roast that the Produced Coffee is derived from using the Select Roasts Group and then select a Roast from the List Box.  The Select Group choices are:
  a)  CR Assemble Only
  b)  Orders Only
  c)  Show All
3)  Select the bagged Coffee that will be scheduled for production from the List Box. If the Coffee that you want to schedule for production is not shown in the List Box change the selection in the Select Which Coffees to Display Group to Show All.
4)  Once a Roast and specific bagged Coffee are selected enter a Route from the Select Route drop down menu.  The Routes shown should be properly configured for each coffee specifying which Roaster the Roast is to be performed on, which Flavoring workstation is involved if necessary, which Gringing workstation is to be used and finally which Packaging Workstation the Coffee should be routed to.
5)  Enter the Green Lbs value in Lbs for the Roast in the Green Lbs field (yellow background).  Once the Green Lbs have been entered, CoffeeRoaster calculates the estimated yield and Estimated Units for Packaging. 
6)  Review the Repeat drop down menu box.  By default a Roast is scheduled for 1 cycle, but you can enter a larger number to Repeat the Roast multiple times.
7)  Once all the necessary fields are filled out, click on the 'Add to Pending' button.  At this point in time CoffeeRoaster performs a check for materials and formulas including verfiying that sufficient Green Beans are available and that Roast formula components total 100%.  If these checks pass, the Roasts are added to the 'Pending for Scheduling' List Box. 
8)  To Schedule the Roasts\Coffees in the 'Pending for Scheduling' List Box click on the Schedule button.  The Roasts/Coffees will be scheduled on the appropriate Workstation calendars.  Each Workstation has a printable report that indicates which roasts/coffees are to be processed for the selected date.  When the Schedule button is clicked the appropriate deductions are made for the Green Bean BINS.  This means that the Green Beans BIN totals for Single Origins will indicate what is still available for Roasting/Scheduling, not what is actually in the Green Bean BINS due to Scheduled Roasts that have not been completed.
  Access Form  Manage Daily Production Results   The Manage Daily Production Results form lists each Roast scheduled by the Scheduling Module.  Each row has a completed field to be checked confirming whether production proceeded as scheduled.  If specific Production Tasks were not successfully completed you can use the 'Move Workstation Event Dates' to adjust individual workstation dates.  If all scheduled production tasks were successful you can click on the 'Select All as Completed' button, otherwise you will need to individually click on the tasks that have been completed as shown in the form below. 
CoffeeRoaster Scheduling Manage Daily Production Results



  Access Form  Compare Production vs Scheduled   The 'Compare Scheduled vs Produced' form provides a means of comparing Scheduled Production of Coffees vs Produced Coffees over a time period of 60 or 120 days.  In the form below we have Scheduled Coffees without Produced quantities indicating a potential problem or that the items have been scheduled and are still in the Production process.
CoffeeRoaster Scheduling Compare Production vs Scheduled

Access Form  Open Weekly Roast Management Form  
Access Form  Change Scheduled Workstation Dates This option provides the ability to change the dates that Scheduled Coffees are set to proceed through the Roasting, Flavoring, Grinding and Packaging.  For each scheduled Coffee Item the Scheduling Module produces a unique numeric value called ScID. Select the scheduled item that you want to change from the Find ScID drop down menu in the top right of the form.   Then, confirm or change the Roast Date, Flavor Date if necessary, Grinding if necessary and Packaging.  This tool can be particularly useful in the event of Workstation breakdown and you need to change production dates.

CoffeeRoaster Change Workstation Dates Form
 Training, Maintenance and Repairs
Access Form  Schedule Training, Maintenance or Repairs The Schedule Training, Maintenance or Repairs form gives you the ability to add these events to the Calendar.  Training, Maintenance and Repair events display at the top of the box for each daily Calendar Workstation before the Coffee related activities are displayed.  To enter a Training, Maintenance or Repair event open this form and enter the required information in the fields.  Some fields are drop down menus.  Optionally, you can enter a note if required.

CoffeeRoaster Schedule Training, Maintenance or Repairs
 Configure Routes by Coffee
Access Form  Configure Coffee Production Routes The Routes Configuration Form is used to configure the different routes or paths that Green Beans go through to become finished Coffee.  In a large production facility with multiple Roasters, Flavoring stations, Grinders and Packaging a Coffee will generally have several Route possibilities.  Routes are preconfigured by Aspire prior to software delivery, if a change in equipment requires additional routes contact Aspire.  Many of the Coffee fields below are read/only, this data is configured individually for each Coffee in the Coffee Configuration forms.  To select which routes apply to a given Coffee, use the drop down menu for the RouteID> to add Routes.  You can add as many routes as apply to the Coffee.

Routes use the following format:

  RxFxGxPx

1)  Rx - the x is a numeric or alphabet character value assigned to different Roasters
2)  Fx - the x is a numeric or alphabet character value assigned to different Flavoring workstations
3)  Gx - the x is a numeric or alphabet character value assigned to different Grinding workstations
4)  Px - the x is a numeric or alphabet character assigned to different Packaging workstations

CoffeeRoaster Scheduling Configure Coffee Routes
 Scheduling Reports
Access Form  Open Scheduling Reports The Scheduling Reports form allows you to select a date to print Coffee Workstation daily tasks.  Select a date and then a Workstation to preview and optionally print Workstation Reports.

CoffeeRoaster Schedule Select Report Date Range
 Holidays and Production Dates
 
Access Form  Edit Holidays and Production Dates The Edit Holidays and Events form, shown below, provides the ability to manage Holidays and Events.  You can add a new custom event, modify an existing Holiday/Event or review the Event Description.

CoffeeRoaster Management Edit Holidays Form

Access Form  Open Holidays and Production Dates The Holidays and Events form (shown below) manages the events and holidays that are displayed at the bottom of the Scheduling Calendars, but also manages which days are scheduled as Coffee Production days.  By default, major Holidays and Weekends are scheduled to be non production days.  It is important that at the beginning of each year that you review what days are selected as Production Days and which Days are not.  You can add custom Holidays and Events and also define them as Production Days or not.
 
CoffeeRoaster Scheduling Holidays and Events

 Roast Module Logs
Access Form  Roast Log Post Roast Blends and SO Opens up the Roast Log form for Post Roast Blends and Single Origins Roasted as blend components.
Access Form  Roast Log Pre Roast Blends and SO Opens up the Roast Log Form for Pre Roast Blends and Single Origins packaged as Single Orign coffees.
Access Form  Blend Log