This is a part of the New Manager Log in the Smart Ops Release. Click here to learn more about a New Manager Log.



Log Entries help to track and communicate important details within an organization. The Log Entries page provides insights into key aspects of each Log Entry for a selected date range by displaying their category, priority status, and tags, among others descriptors. New Log Entries can also be created directly from this page.


Once Log Entries are saved, a 'Comments' section will appear at the bottom of each entry when it is reopened. This enables Users to communicate about and track the development of a specific topic.


Security


The Permissions listed here are associated with Log Entries. These Permissions can be added to Custom User Roles or single Users. Learn more about managing Permissions and Custom User Roles here.

 

Log Entries Permissions are found in the Permission Tree as follows:

  • Manager Log Smart Ops
    • Log Entries
      • View Log Entries
      • Edit Log Entries
      • Create Log Entries
      • Delete Log Entries

 

The Permission Access report can be used to determine which User Roles or Users already have these Permissions assigned.

 

Learn more about User Setup and Security here.


Navigation



To access this page, first navigate to Smart Ops. In the left navigation, click ‘Log Entries’ under ‘Manager Log’ to open the  Log Entries page. From this page, Users can create and/or view a Log Entry.




Users can also open and view Log Entries tied to the DSS from either the Classic Daily Sales Summary or DSS Journal Entries grid by clicking 'Yes' in the 'Log Entries' column. This will open to the corresponding day's Smart Ops Daily Sales form where Log Entries tied to that DSS can be viewed.


List Functions



1) Search Bar - This will search all text fields for the values entered

2) Date Range - The will filter the grid for Log Entries that were posted within the selected date range. Options include:

  • Today
  • Yesterday
  • Last 7 Days (Default)
  • Last 30 Days
  • This Month
  • Last Month
  • Custom Date
    • Note: When 'Custom Date' is selected, a drop-down will appear where the date range can be set and applied to the page


3) + Log Entry - This will open a new Log Entry form. Click here to learn how to create a new Log Entry

4) Table Views - This enables the User to create and edit saved views of this list. Simply click this icon and then either 'Save Current View' to save the new view or 'Edit Table Views' to edit the selected saved view. All saved views are listed above these two action buttons



5) Filter - This allows the User to create a filter for the table. Click the filter icon to open the 'Filter Columns' modal. Once open, click '+ Add Filter' to select the Column and Filter Type and then enter the Value that should be filtered. Select the 'Apply' button to filter the table for the information entered or click the trash can icon to remove a filter



6) Sort - This allows the User to sort the table based on column and order. These sorts can be stacked by clicking '+ Add New Sort' and selecting the desired 'Sort By' options



7) Excel - This will download the listed information into a csv file 

8) Refresh - This will refresh the listing 


Log Entries: Create and Edit a Log Entry


Log Entries can be created and edited from the Log Entries page. Click here to learn how to create and edit a Log Entry.


Log Entries: Entry Comments


Once a Log Entry is created, a 'Comments' section will appear at the bottom of the Log Entry. Users can then comment on the entry in order to have a conversation about that topic. Click here to learn more about commenting on a Log Entry.


Log Entries: Attachment Viewer


Once attachments have been added to a Log Entry, they can be viewed, deleted, or downloaded through the Attachment Viewer. Learn more about the Attachment Viewer here. 


Important Note – Log Entries Transferred from the Classic Manager Log

 

All historical Log Entries dictated as notes, unless that note is in response to a task, will be transferred to the Log Entries page. When selecting 'Note' as the Log Entry in the Classic Manager Log, it will navigate Users to the Log Entries page, where the note can be entered.

 

With this migration, it is important to note the following:

  • Mobile App. Note entries will be disabled on the R365 Classic App. Instead, notes can be entered as Log Entries in the R365 Red App.
  • Flagged Entries. Historical notes that were flagged will display a 'Must Read' priority label on the Log Entries page.
  • Linked To Types. Historical notes that were linked to an Employee record or the DSS will be entered as an 'Employee' or 'Sales Notes' Category, respectively. The Accounting Transactions, Fixed Asset, and Catering Event Linked to Types have been disabled. Historical Notes will appear as Log Entries but will not link to any other records in the system.
  • Custom Categories. For this initial release, custom categories will not be available. Rather, custom categories saved in the Classic Manager Log at the time of this release (February 2022) will be saved as tags. Any entries made under a custom category will be saved as an 'Uncategorized' Log Entry and include the custom category tag(s).
  • Log Entry Comments. Any comments made on a Log Entry will be listed in order of posting rather than in the parent/child structure used in the Classic Manager Log, which is demonstrated below. Historical Log Entries will include up to 5 historical notes saved on a Log Entry.

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