This article is part of the Manager Log Module training. Click here for more information on the Manager Log Module
Step 1: Login to R365
Log in to R365 and navigate to the 'Manager Log' module.
Step 2: Select 'Logs' in the Left Nav
Click 'Logs' under 'Log & Task Review' in the left nav to display the Logs and Log Categories. Update the Location and Date filters as needed to display existing Logs.
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 then 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 pop-up window.
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.
Expand this section to update the Location of the entry, change the Log Category, or set a Link To Type.
The Additional Details section is for Tasks and Notes only. Expand this section to input any important, additional information in regards to the Log created.
Step 5: Save
Unlike responding to Task Lists, you will need to save Log Entries as you complete them. Hover over the 'Save' menu and select 'Save and Close' to complete the Entry.
Step 6: Review Entry / Followup Entry
After your Entry has been saved, the entry can be found and reviewed in the Logs View. Click the Log Category where the entry was saved, and 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, which will then 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 and Close' to complete the mobile Entry process.
Step 5: Review Entry / Followup Entry
After your Entry has been saved, the entry can be found and reviewed 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, and 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.