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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 ‘Logs’ in left nav

Click ‘Logs’ in the left nav to display the Logs and Log Categories.  You can update the Location and Date filters to display existing Logs here.

 

Step 3: Open the Log Entry form

There are two ways to open the Log Entry form on this screen:

  1. Click any of the ‘+ Log’ buttons in the top right to open the Log Entry form
  2. Hover over the ‘Mgr Log’ menu in the top ribbon and the hover over any of the ‘Task’, ‘Note’ or ‘Alert’ sub-menus.  Select the Log Category in the expanded menu to open the Log Entry form.  The Log Categories you see may be different than those pictured below.  Log Categories can be customized by your management.

Once you select a Log Category, the Form will load in a new tab or popup

 

Step 4: Complete the Entry

Four types of Log Entries exist, and each has its own entry form.  Click the links below to see a sample image of the forms

  1. Task
  2. Note
  3. Email Alert
  4. Text Alert

Employees will be able to update any of the fields on the forms except for the ‘Assigned To’ field on the Task Form.  This will automatically be set to your user name and cannot be changed.  Managers and Admin Users will be able to change this field as needed.

 

Categories and Links – expand this section to update the Location of the entry, change the Log Category, or set a Link To Type

 

Additional Details (for Tasks and Notes only) – expand this section to review the following:

  • Created By / Date
  • Completed By / Date (for Tasks)
  • Modified By / Date

 

Step 5: Save

Unlike responding to Task Lists, you will need to Save the Log Entries as you complete them.  Hover over the ‘Save’ menu and select ‘Save & Close’ to complete the Entry and Save process

 

Step 6: Review Entry / Followup Entry

After your Entry has been saved, you can find and review the entry in the Logs View.  Click on the Log Category where the entry was saved, then find and select the Entry.

 

 

Double click on the Entry to open the form again and you’ll find that ‘+ Entry’ buttons have appeared on the right side of the form (for Task and Note only).  Click one of these buttons to create a follow-up Entry on top of this Entry


R365 Mobile App Instructions

Step 1: Login in to the R365 Mobile App

Log in to the R365 Mobile App and navigate to the ‘Manager Log’ module by tapping ‘Manager Log’ in the menu

     

Step 2: Tap ‘…’ to Open the Action Menu and Open the Entry Form

Tap the ‘…’ icon to open the Action menu to display available Entry types.  Click on an Entry Type from the Action menu to open the Entry Form

     

 

Step 3: Complete the Entry Form

Four types of Log Entries exist, and each has its own entry form.

  1. Task
  2. Note
  3. Email Alert
  4. Text Alert

               

 

Step 4: Save

Once the Entry has been filled out, click the ‘…’ icon on the Entry form to open the Action menu.  Select ‘Save & Close’ to complete the mobile Entry process

          

 

Step 5: Review Entry / Followup Entry

After your Entry has been saved, you can find and review the entry in the Logs View.  Tap ‘Logs’ in the Manager Log Menu to open the Logs Screen:

          

 

Click on the Log Category where the entry was saved, then find and select the Entry to open it

     

 

Once again, tap the ‘…’ icon to open the Actions menu.  Select the ‘+ Related Entry’ to display the Type Menu and create a follow-up entry on the Log.

     

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