Manager Log: Using Task Lists

Manager Log: Using Task Lists

  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
Manager Log: Logs View

Manager Log: Logs View

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Creating Log Entries This article will describe the fields on the ‘Logs View’.  Click here for instructions on Creating Log Entries   Logs View The Logs View allows you to view and filter all Log Entries by Location and Log Category.  On this screen, a User can set the following:   which Locations to display Start Date End Date   Next a Log Category can be selected to display only Log Entries that have been assigned to that Log Category   Category View Once … Continued
Manager Log: Creating Log Entries

Manager Log: Creating Log Entries

  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 Create a Log Entry.  Logs can be entered on both the Browser and R365 Mobile App versions.  In this article we will demonstrate both, starting with Browser.  Scroll down for the Mobile App Instructions Click here to for a similar article on Using Task Lists   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   Step 2: Select … Continued
Employee Setup

Employee Setup

  The Employee record allows you to manage Employee details such as Employee Name, Contact Information, Employee Photo, and Scheduling Availability.  This record is created automatically after the POS Integration has been completed.  Each Employee record represents an Employee that has been entered in to your POS Systems.  As Employees may work at several of your Locations, there is a possibility that some of the Employee records are duplicate entries.  These records will need to be merged in order to properly use the Scheduling and Manager Log modules.  Click here for more information on Merging Employee Records.  Please refer to the Employee App Access article for more information … Continued