This article is part of the Manager Log Module training. Click here for more information on the Manager Log Module
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
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:
- Click any of the ‘+ Log’ buttons in the top right to open the Log Entry form
- 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
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.
- Email Alert
- 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.