The Logbook on the R365 mobile app enables users to create and view log entries for any given day. When viewing a list, users can see the key details of the entry and can tap into an entry to leave comments.
This article covers the mobile version of the logbook. For information on the web version of logbook, see create log entries and log entry comments.
Security
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
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Navigation Menu
Select More from the bottom tab bar.
Under Manager log, select Logbook.
Dashboard
Open the mobile dashboard.
Tap the Logbook widget.
Logbook shortcuts will take users directly to the selected list, which include:
Entries - This will load all Manager Log Entries for the day
My Entries - This will load the entries made by the User for the day
Must Read - This will load entries marked as 'Must Read' for the day
Important - This will load entries marked as 'Important' for the day
Daily Log Page
The main landing screen of the Manager Log is the Daily Logs page. This page will default to displaying all entries for the current day at the User's default location, which is set on their user record. From this page, users can select the desired date and review its entries.
Button/Field | Description | |
|---|---|---|
1 | Date | The date associated with the listed entries. This will default to the current day but can be adjusted by clicking the listed date, then selecting the new date from the date selector that opens. |
2 | Search | Search the day's log entries for the characters entered. |
3 | Quick Filters | Filters the day's log entries based on the selected parameters. Filters include:
|
4 | Log Entry | Log entry summary details. This includes the selected category, location, daypart, username, and time stamp of the entry, along with its attachments (#5), entry tags (#6), and number of log comments (#7). Tap to viewLog full log entry details and comments. |
5 | Attachment(s) | The amount of attachments included in this entry. |
6 | Entry Tags | The key details associated with the entry, including its Category Tags, Employees, and Priority Status. |
7 | Comments | Comment entry line and number of existing comments. Tap to add comments. |
8 | + Button (Create Log Entry) | Creates a new log entry. Learn how to create Log Entries |
R365 Red App: Create Log Entries
Log entries can be created from within the R365 mobile app. Learn how to create log entries.
R365 Red App: Log Entry Comments
Users can add comments to a log entry to include more details about the entry or track the development of a listed topic entry. Learn how to add comments to a log entry.