Manager Log

This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Log Categories allow Users to separate Log entries in to specific categories for easy sorting and follow up.  Log Categories are also selectable from the ‘Mgr Log’ menu in the top ribbon, allowing you to customize the options in the ‘Task’ and ‘Note’ sub-menus. To create and manage Log Categories, a User must have the ‘Accounting Manager’ or ‘Manager Log Creator’ security roles.  Click here for more information on Assigning Security Roles   Log Categories List Expand the ‘Administration’ subsection in … Continued

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Flagged Entries View Flagged Entries are Tasks and Log Entries that require additional followup.  The Flagged Entries View provides an instant consolidated view of all Flagged Entries throughout Manager Log.  Click through any entry to open the full entry and provide any additional update or follow-up entries or tasks.   Flag / Unflag an Entry for Review To flag an entry or task, a User simply has to click the flag icon on the entry or task.  This will immediately move the entry … Continued

This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Link To Types allow Manager Log entries to be directly linked to another record through R365.  For example, a ‘Note’ with the Log Category of ‘Employee’ would have the ‘Employee’ link to type.  Therefore, the ‘Note’ would appear on the Employee Record, as well as all places where the note is visible/accessible. This table contains all of the current Link To types: [table id=20 /]

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Opening the Daily Overview The Daily Overview screen provides all the detail that cannot be displayed on the Calendar View.  A User can load the Daily Overview for any selected day, by clicking on the day in the Calendar View.  Alternatively, the Daily Overview for the Current day can be opened by clicking ‘Daily Overview’ in the left nav   Daily Overview Screen   There are five sections within the Daily Overview.  They are as follows: Sales & Labor Summary Tasks … Continued