This article is part of the Manager Log Module training. Click here for more information on the Manager Log Module.
The Document Library is a place where Managers can store important forms, PDFs, and/or Employee handbooks. When documents are added, basic details about the document must be entered in order to easily navigate the library when needed. Managers are even able to organize documents under User-created categories.
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.
The recommended file type for uploads is .PDF, however the following file types are acceptable:
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:
A User with 'Manager Log Creator' or 'Manager Log Admin' will be able to set Document Details. 'Manager Log User' users will only be able to access documents they have access to (via Location Access). They will not be able to set categories or change File Names or Location Access.
After the file has been uploaded, the 'Document Details' will appear, along with the visible form of the document.
1) Name - The document name will be the same as the file that was uploaded. Adjust the Name as needed
2) Active Locations - Select which Location Access will be able to view and download this document
3) Category - Select the Category that the document will reside in. If the Category doesn't exist, type in the Category name as you want it to appear in the Document Library, then hit 'Enter'. This will open a Quick-Add prompt where you can then create a new Category and assign it to this Document.
Categories will be displayed in the main Document Library view, as well as the R365 Mobile App. When the Category has been added, Save & Close the record to complete the process.
R365 Mobile App View