The Classic Manager Log module in Restaurant365 is a fully integrated Log application. Within the Manager Log, DSS data can be viewed and updated at a glance, recurring Task Lists can be utilized and tracked, and Document Libraries can sort and store Restaurant Operations documents. To activate the Manager Log Module, please contact your Sales Representative or R365 Support.


It is important to note that the Classic Manager Log can no longer support Note entries. Rather, Notes can be entered via the New Manager Log module, which is a part of the Smart Ops Release. All existing Notes will be transferred to the Log Entries page, where existing Notes can be viewed and new Notes can be created. Click here to learn more about the New Manager Log module.


Prerequisites


To get started using Manager Log, follow these setup steps:

  1.  Verify that Manager Log is active. Inspect the module selector for 'Manager Log', the Smart Ops Release for 'Manager Log', or the top ribbon for 'Mgr Log'
    • Note: If not active, request access to the module by contacting R365 (Sales Rep or Support)
  2.  Set User Security access for R365 Users (if necessary)
  3.  Set User Security access for Employee Users (required for access)
  4.  Perform setup of Manager Log Settings
    • Log Categories
      • Create or Update Log Categories for use within the Manager Log
      • Preset Log Categories can be deactivated if desired
      • Set User Security on Log Categories and Active Locations
    • Task Lists
      • Create Task Lists and set Repeat Schedules
      • Set User Security on Task Lists and Active Locations
    • Document Library Categories
      • Create Document Library Categories where Documents can be uploaded and stored
      • Set Active Locations on uploaded files
  5.  Verify Email Settings are in place for Log Alerts
  6.  Verify Employee Email and Mobile Number values have been updated for Log Alerts
    • Note: Ensure that the phone number is formatted as XXXXXXXXXX, rather than (XXX)XXX-XXXX


Below is a list of training articles to learn more about each part of the Classic Manager Log module and also a detailed explanation of security and navigation within the module.


Security


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

 

Classic Manager Log Permissions are found in the Permission Tree as follows:

  • Manager Log Classic
    • Alerts
      • Send Text Alerts
      • Send Email Alerts
    • Daily Overview
      • View Calendar & Daily Overview
    • Document Library
      • View Mgr Log Document Library
      • Edit Mgr Log Documents
      • Add Mgr Log Documents
      • Delete Mgr Log Documents
    • Log Categories
      • View Log Categories
      • Edit Log Categories
      • Create Log Categories
      • Delete Log Categories
    • Notes & Tasks
      • View Notes & Tasks
      • Edit Notes & Tasks
      • Create Notes & Tasks
      • Delete Notes & Tasks
    • Task List Setups
      • View Task List Setups
      • Edit Task List Setups
      • Create Task List Setups
      • Delete Task List Setups
    • Task Lists
      • View Task Lists
      • Create Task Lists

 

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.


Employee Users: Employees that have been granted access to the Restaurant365 App via the ‘App Access’ checkbox on their employee record will now also exist as Users in the Users list in the Administration section of the Accounting Module.  This Employee to User conversion process will happen automatically whenever an employee is granted ‘App Access’ on their employee record.  In order for these employees to access the Manager Log, a User with ‘User Setup’ will need to add the ‘Manger Log Classic’ Permissions to each Users.  Click here for more information on Employee App Access.



Navigation



Users can access Manager Log features by logging in through a web browser and selecting 'Manager Log' from the module selector at the top of the left nav.  This will switch the view of the left nav to show all Manager Log lists and views.  Creating new records associated with Manager Log can also be accessed from the 'Mgr Log' menu in the top ribbon.


Setup


Manager Log Categories


Manager Log has several preset Log Categories. Users can create new Log Categories as well as deactivate default categories. Click here for training on Log Categories.



Task List Creation and Management


Manager Log has three preset Task Lists. Users can create and maintain Task Lists, set Repeat Schedules, and auto-assign Tasks to Users. Click here for training on Task List Setup.


Use


Manager Log Calendar


The Calendar view is the default view of Manager Log. Click here for training on the Manager Log Calendar View.



Daily Overview


The Daily Overview is the one-stop screen for Restaurant Managers. Sales & Labor, Task Lists, Log Entries, AP Transactions, and Schedule are all displayed on this ultra-convenient view. Click here for training on the Daily Overview.



Flagged Entries  


Log Entries can be flagged for further review. Any flagged entry will be displayed on the Flagged Entries view. Click here for training on the Flagged Entries View.



Task List View  


The Task List view allows a User to see past due, current, and future Task Lists and their corresponding Tasks. Click here for training on the Task List View.



Logs View  


The Logs view contains the current day's Log Entries, separated by Log Category. Click here for training on the Logs View.



Document Library


The Document Library is a Document Repository where Documents can be uploaded and assigned to Active Locations. Click here for training on the Document Library.



Using Task Lists


This article explains how to use Task Lists in Manager Log. Click here for training on Using Task Lists.



Creating Log Entries


This article explains how to create Log Entries in Manager Log. Click here for training on Creating Log Entries.



Manager Log Reports



Two Manager Log reports / lists have been added to the 'Reports' subsection in the left nav of Classic Manager Log:

  • All Entries Search -  a filterable list containing all posted log entries
  • Announcements - a filterable list that contains all Announcements made from the Scheduling Module