Keep the following in mind:
•You can name task groups however you'd like, but be consistent. If you use “Restock Shelf" and “RestockShelf" and “restock shelf" they will be considered to be three different task groups.
•Task groups are case sensitive.
•There are two types of task groups (Station and Operator.)
•There are two places to edit Task Groups (data library and Line Balancing scenario.)
Set Up Task Groups
1.If a set of activities should be performed as part of a group, define the same task group to each activity in the Group ID cell in the Operation Editor's Activity List spreadsheet.
2.After you've created your scenario, you can define what type of group to use. If you only have one operator per station, you can just Station Groups. If using Station Groups, there is no need to take further action if you've created groups per Step 1.
3.If you have multiple operators per station, you need to decide which group(s) must be performed in a single station but potentially split across operators (Station Group) and which group(s) must actually be performed by a single operator (Operator Group)
4.If using Operator Groups:
•In Line Balancing go to "Edit" > "Task Grouping"
•Select the group's header row, right click and select Edit Group.
•Check the Assign group to a single operator box and click OK.
Edit Task Groupings
1. To edit, add, or remove groups once your scenario is created go to "Edit" > "Task Grouping"
2. To add a task to a group, right click in the task's row and select "Add to Group" or select the row and click the "Add to Group" button. You can either create a new group or add it to an existing group.
3. To move a task from one group to another, right click on the task's row, right click and select "Change Group" or select the row and click the "Change Group" button.
4. To remove a task from a group, right click on the task's row, and select "Remove from Group" or select the row and click the "Remove Group" button.
5. If you wish to remove a group, right click in the groups header row and select "Remove Group" or select the header and click "Delete Group" This will move the tasks inside that group to the ungrouped Tasks list; it will not delete the tasks themselves.
6. When you run the Auto Balance, check the Task Groups constraint prior to running the balance.