Room Pickers

Room Pickers provide detailed tracking of individual picker assignments, including their status and performance metrics for each room assignment.

Overview

A Room Picker record contains:

• Room Assignment - Links to a specific harvest day + room combination
• Picker - The assigned picker
• Status - Current status: Assigned, Active, or Completed
• Notes - Optional notes

The system automatically calculates and displays:

• Room Transactions - Transaction count for this picker in this room
• Room Weight - Total weight picked by this picker in this room
• Total Transactions - Picker’s total transactions for the entire day
• Total Weight - Picker’s total weight for the entire day
• Alert Indicator - Shows if there are discrepancies

Quick Tip: Use the View Picker action (eye icon) on any row to see a detailed breakdown of a picker’s performance, including all-day statistics versus room-specific metrics.

Viewing Room Pickers

1. Click Room Pickers in the sidebar menu
2. You’ll see a table with all room picker records, sorted by harvest date (newest first)

Table Columns

Column	Description
Harvest Date	Date from the room assignment’s harvest day
Room	Room name from the room assignment
Picker	Picker’s username
Status	Current status (Assigned/Active/Completed)
Room Trans.	Transactions in this specific room
Room Weight (kg)	Weight picked in this room
Total Trans.	All transactions by this picker today
Total Weight (kg)	All weight by this picker today
Alert	Warning icon if discrepancies exist

Filtering

Use the filter panel to narrow results:

• Harvest Date: Select a specific harvest day
• Room: Filter by room
• Picker: Filter by picker
• Status: Filter by status (Assigned/Active/Completed)

Creating a Room Picker

Who can do this: Super Admin, Operations Manager, Supervisor

Preferred Method: The recommended way to assign pickers is through Room Assignments (see Room Assignments). When you add pickers to a room assignment, room picker records are automatically created with default settings. Use the Room Pickers module directly only when you need to fix specific errors in the day’s setup, such as correcting a picker assignment that was missed or incorrectly configured.

Creating a Room Picker Directly

If you need to create a room picker manually:

1. Click Room Pickers in the sidebar
2. Click the New room picker button
3. Fill in the form:
   • Harvest Day (required): Select the harvest day
   • Room (required): Select from rooms assigned to that harvest day
   • Picker (required): Select the picker to assign
   • Status (required): Select initial status
   • Notes (optional): Add any notes
4. Click Create

Form Behavior

• After selecting a Harvest Day, the Room dropdown shows only rooms that have room assignments for that day
• This ensures you can only create room pickers for valid room assignments

Editing a Room Picker

Who can do this: Super Admin, Operations Manager, Supervisor

Note: Status updates are optional. The system functions normally without status changes.

1. Click the pencil icon (Edit) on any row
2. Modify the fields:
   • Status: (Optional) Update the picker’s status for organizational tracking
   • Notes: Update notes
3. Click Save

Deleting Room Pickers

Who can do this: Super Admin, Operations Manager, Supervisor

Single Delete

1. Click Edit on the room picker
2. Click Delete
3. Confirm

Bulk Delete

1. Check multiple room pickers
2. Click Actions > Delete selected
3. Confirm

Picker Status Workflow

Note: Status updates are optional and not required for the system to function. The system tracks transactions and calculates performance metrics regardless of picker status. You can choose to update statuses for organizational purposes, but it’s not necessary.

Room pickers have three statuses that track their work progression:

Status	Description	When to Use
Assigned	Picker is assigned but hasn’t started	Initial state when assigned
Active	Picker is currently working	When picker begins picking
Completed	Picker has finished	When picker is done for the day

Typical Flow

Assigned → Active → Completed

If you choose to track status, update it manually as pickers progress through their work day. This is purely for organizational tracking and does not affect transaction recording or performance calculations.

View Picker Statistics Modal

Each room picker row has a View Picker action that opens a detailed statistics modal.

1. Click the eye icon labeled “View Picker” on any row
2. A modal appears showing:

Metric	Description
All-Day Transaction Count	Total transactions by this picker today (all rooms)
All-Day Weight	Total weight picked today (all rooms)
Room Transaction Count	Transactions in this specific room
Room Weight	Weight picked in this specific room

3. Click Close to dismiss the modal

This is useful for quickly checking a picker’s overall daily performance versus their performance in a specific room.

Understanding the Alert Indicator

The Alert column shows:

• Green checkmark: No issues detected
• Red warning triangle: Discrepancy detected

A discrepancy occurs when transaction data doesn’t match the room assignment setup. Common causes:

• Picker recorded transactions in a room they weren’t assigned to
• Picker worked under a different supervisor than assigned
• Room wasn’t properly assigned to the harvest day

See Discrepancy Management for how to resolve these.

Performance Metrics Explained

Room Transactions vs Total Transactions

• Room Trans.: Count of transactions recorded by this picker in this specific room on this harvest day
• Total Trans.: Count of all transactions recorded by this picker across all rooms on this harvest day

Weight Calculations

• Room Weight: Total weight for transactions in this specific room
• Total Weight: Total weight for all transactions by this picker today

Why Might Numbers Differ?

If a picker’s Total Transactions exceeds their Room Transactions, they may have:

• Worked in multiple rooms
• Been reassigned during the day
• Recorded transactions in an incorrect room (discrepancy)

Common Workflows

Morning Setup

1. Create room assignments with pickers (or add pickers later)
2. Room picker records are created automatically when pickers are added to room assignments
3. (Optional) Set status to “Assigned” if you want to track status. This is purely for organizational tracking and does not affect transaction recording or performance calculations.

During the Work Day

1. (Optional) Update picker status to “Active” when they start working. This is purely for organizational tracking and does not affect transaction recording or performance calculations.
2. Monitor Room Trans. and Room Weight for progress
3. Use “View Picker” to check individual performance

End of Day

1. (Optional) Update all picker statuses to “Completed”. This is purely for organizational tracking and does not affect transaction recording or performance calculations.
2. Review any alerts/discrepancies
3. Use the totals to verify picker productivity

Troubleshooting

Room Dropdown is Empty

• You must select a Harvest Day first
• Only rooms with room assignments for that harvest day will appear
• If no rooms appear, create room assignments first

Cannot Find a Picker

• If a picker is missing, they need to be added to the system
• Contact your administrator to add new pickers

Metrics Show Zero

If a picker’s transaction count or weight shows zero but you know they’ve been working:

Check the Discrepancy Report:

1. Go to Dashboard → Harvest Discrepancy Overview
2. Filter to the picker’s name
3. Look for their transactions marked with red badges

Common Causes:

• Wrong picker was scanned at the terminal
• Picker’s transactions were recorded on a different date
• Picker wasn’t added to the room assignment before they started working

How to Fix:

• Use the Fix Selected Transactions action to correct misassigned transactions
• See the Discrepancy Management guide for help

Alert Showing but Picker Seems Correct

If you see a red warning triangle but the picker appears to be set up correctly:

What the system is checking:

• Was the room assigned to this harvest day when picking started?
• Was this picker added to the room assignment before they started working?
• Does the supervisor recorded on transactions match who was assigned?

How to investigate:

1. Open the Harvest Discrepancy Overview on the Dashboard
2. Find this picker’s transactions
3. Look at the Issues column to see exactly what doesn’t match
4. Use Fix Selected Transactions to correct the problem

Common causes:

• Wrong QR code scanned: The wrong picker’s QR code was scanned when recording the transaction. This can happen if the wrong QR code was affixed to the box or if the wrong code was scanned at the terminal. This is the most common cause of discrepancies across the system.
• Picker not added to assignment: The picker was working correctly but wasn’t added to the room assignment in the system before they started working.

How to fix:

• If the wrong picker was scanned, use Fix Selected Transactions to reassign the transactions to the correct picker.
• If the picker wasn’t added to the assignment, either add them to the room assignment or reassign their transactions to match the actual work performed.