Manager Log

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Using Task Lists This article will describe the fields on the ‘Task List View’.  Click here for instructions on Using Task Lists   Task List View The Task List View allows you to view and filter all Tasks and Task Lists.  On this screen, a User can set the following: which Locations to display which Task Lists to include ‘Open’ or ‘Completed’ tasks Start Date End Date   Depending on the Date range selected, the ‘Before Today‘ section and Tasks will … Continued

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Adding Documents to the Document Library Hover over the ‘Mgr Log’ menu and select ‘Add to Document Library’.  Select and upload the Document in the ‘Upload Document’ prompt.   File Types The recommended file type for uploads is .PDF, however the following file types are acceptable: .PDF .DOCX .XSLX .PNG .BMP .JPG If you attempt to upload a file type that is not one of the accepted file types listed above, you will receive the following warning:     Document Details A … Continued

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Calendar View The Calendar View is the default view in Manager Log.  On this screen, a User can see summary data for one Location, or several Locations.  Click on the Location selector to view more than your default Location   Calendar Days The Calendar View displays the following data for each date in the selected date range: SLS – Sales for selected Locations PY – Prior Year Sales with a percentage change calculation SPLH – Sales per labor hour Weather … Continued

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Intro This article will explain how to use a Task List.  As task lists can be used on both the Browser and R365 Mobile App versions, we will demonstrate both, starting with Browser.  Scroll down for the Mobile App Instructions Click here to for a similar article on how to Create Log Entries   Browser Instructions Step 1: Login to R365 Log in to R365 and navigate to the ‘Manager Log’ module by selecting ‘Manager Log’ in the module selector … Continued