In the R365 app, log entries can created directly from the Logbook screen, or from the Create menu. When creating an entry, required fields will be listed based on the parameters set in the location’s logbook category settings. Once saved, all users with access to the log entry will be able to leave comments.
This article covers the mobile version of the logbook. For information on the web version of logbook, see create log entries.
Create a Log Entry
From the Create Menu
Select Create from the bottom tab bar.
Select Log entry.
From the Logbook Page
Tap the + Create button at the bottom of the Logbook.
Select a Category for the new entry.
The log entry form will load for the user's default Location. From here, all details about the form, including the category and location, can be updated.
Once posted, log entry details cannot be changed.
The location selected for the Logbooks screen will determine the categories that are shown.
Log Entry Form Buttons and Fields
Button/Field | Description | |
|---|---|---|
1 | Close Button | Closes the log entry without saving. |
2 | Category Selector | Displays the category for the log entry. Tap to open the listing of all categories, based on the selected location. |
3 | Description | The details of the entry. |
4 | Location Selector | Displays the location for the log entry. Tap to open a listing of all locations that have the selected category enabled.
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5 | Date Selector | The date of the log entry. By defaulted, this is set to the current day. Tap to open the date picker and change the selected date. |
6 | Employees | Employee(s) tied to the log entry. Tap to opens the employee list. Selected employees will be associated with the log entry. This field is only displayed when one or more employees have been associated with the log entry. |
7 | Daypart | Daypart tied to the log entry. Tap to open the daypart list. The log entry will be associated with the selected daypart. This field is only displayed when the log entry has been associated with a daypart. |
8 | Tags | Tags assigned to the log entry. Tap to open the tag list. Selected tags will be associated with the log entry. This section is only displayed when one or more tags has been associated with the log entry. |
9 | Priority Selector | The priority status of the entry. By default, new log entries are set to 'General Entry'. Tap to change the priority. Priority options include:
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10 | File Upload | Opens the file upload menu including the following actions:
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11 | Post | Saves and publishes the log entry. After posting, the log entry details cannot be changed and comments can be added. |