This article covers the 'Notes' tab, which is part of Smart Ops Employee Records, as well as Workforce Employee Records.

The 'Notes' tab consists of the 'Log Entries' section, which lists all Log Entries where the employee was tagged. Employee notes can be for a variety of reasons, such as 'No Show', 'Late for Shift', 'Exceptional Service', and more. Learn more about adding employee notes here

  • Note: When the New Manager Log is enabled and a Log Entry is created and tied to an employee who is also a manager, that Log Entry will be hidden from their view when reviewing this tab.

Article Topics:

Search BarFilters displayed Log Entries within the selected date range for the text entered.
Date Range

Filters 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
Smart Grid ControlsTable Views - Save/edit table views.
Filter - Filter column information.
Sort- Click to sort the table based on column and order.
Refresh- Refresh the table.

Learn more about working with Smart Grids here.

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Log Entry Cards

Each Log Entry that the employee has been tagged on will be displayed as a Log Entry card. Clicking on a Log Entry card will open the Log Entry for editing. Learn more about editing Log Entries here.

CategoryLog Entry Category associated with the Log Entry.

Priority for the Log Entry:

  • General
  • Important
  • Must Read
DateDate associated with the Log Entry.
Creation DateDate and time Log Entry was created.
DescriptionLog Entry text.
TagsTags for the Log Entry. If more than one tag is present, hover over the tags to view all tags.
Employees TaggedNumber of employees tagged. Hover over to view all employees tagged.
Created ByUser who created the Log Entry.
LocationLocation associated with the Log Entry.
CommentsNumber of comments.
AttachmentsNumber of attachments.

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