This is a part of the Log Entries feature of New Manager Log. Click here to learn more about Log Entries.

Users can also Create Log Entries from the R365 Red App. Click here to Create Log Entries from the R365 Red App

Log Entries can be created to document any important or relevant notes for the day. Additional items, such as attachments, tags, and priority statuses, can be included to further define an entry.

Once Log Entries are saved, they can be viewed on the Home page for the date and Location specified as well as included on the Log Entries page. Log Entries can always be edited by the User who created them as needed and will include a 'Comments' section where Users can enter comments about the entry. Click here to learn more about the 'Comments' section of a Log Entry.


Create a Log Entry

Users can create a Log Entry in one of three ways:

Classic Manager Log 

Click the Logbook Entries NEW! hyperlink from the Classic Manager Log's left navigation pane. This will open a new Log Entry on the Log Entries page.

Smart Ops Home Page

In the Daily Comments Tools box, click the Tell us something we should know... box to open a new Log Entry modal.

Log Entries Page

Navigate to the Log Entries page and click + Log Entry in the top, right corner of the page. This will open a new Log Entry modal

Add Log Entry

When the Add Log Entry pop out opens, enter in the necessary details to create your entry. Required fields will either include an asterisk or have icons highlighted in blue.

LocationThe Location tied to this Log Entry.
CategoryThe category associated with this entry.

A text field where details in relation to the selected category can be entered

Log DayThe day that pertains to the entry. This field will default to the current date based on the Location's time zone but can be updated by clicking the field and selecting the desired date from the calendar that appears.

The daypart that corresponds to the entry description. Dayparts listed are based on the dayparts set up in the Labor Matrix, if configured, or the Schedule Calendar, if the Labor Matrix is not configured, for the selected Location.

  • Note: If there are no dayparts configured, then this will not be an option.

When clicked, this icon's color will change to blue and an 'Importance' selector will be displayed where a priority status can be selected. This can help point other Users to higher priority items. Options include:

  • General
  • Should Read
  • Must Read

Tag Employee

Click to associate employees with the log entry. Only employees associated with the location for the log entry can be tagged. When a log entry is associated with an employee, it appears on the Notes tab of their Employee Record. The tagged employees are not notified or alerted that they were tagged. 

  • Note: Employees with access to Employee Records and/or the Logbook cannot view any log entries where they were tagged.
  • Note: Tagging employees is for tracking log entries that are related to the tagged employees. To bring a log entry to the attention of a user, @mention them in the description (#3).

Add Tag When clicked, this icon's color will change to blue and a tags selector will be displayed where one or more tags related to the category can be chosen in connection with the entry. If there are no tags associated with the category, users select + Create new tag for '[Tag Name]'. This will create and enable the new entered tag for the selected logbook and logbook category.

To create and enable multiple tags, users should visit the Category Tags subtab of the Logbook settings.

Add Attachment

hen clicked, this icon's color will change to blue and open an 'Attachments' section, where the User can drag and drop or click the box to upload an attachment. Up to 10 attachments can be added to a Log Entry.  Supported file formats include:

  • Images - png, jpg, jpeg, gif, bmp, jpe, svg
  • Video - mp4, mov, wmv
  • Audio - m4a, mp3, wav
  • Other - pdf, csv, txt, doc, docx, xls, xlsx

Note: 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

Note: Users can download an attachment by clicking the Source iconor remove an attachment by clicking the Remove iconwhen hovering over its thumbnail.

PostThis will post the log entry to the Log Entries page. 
DSS Entry TagThis will appear to signify that the selected category is linked to the DSS.
Close OutClick to close our of the log entry modal without saving any changes.

Edit a Log Entry

Users will either be able to edit all Log Entries or just their own entries, based on the preferences set by power users who built out their Location's Logbook. By default, users are only able to edit their own entries. Depending on the permissions set, there may be limited editing abilities.

Regardless of whether Users can edit their own or all Log Entries, users can edit an entry simply by navigating to the Log Entries page and clicking into the desired Log Entry. This will open the entry in a sidesheet, where any details can be updated and then saved by clicking the Save button.

To delete an entry, click the trash can iconlisted next to the Save button and confirm its deletion from the confirmation message that appears.

Log Entries that the user cannot edit will be marked as Locked in the top-right corner of the Log Entry.

Enter Log Entry Comments

Once a Log Entry is initially saved, Users can return to the Log Entry and leave comments about the details entered in the Comments section. Click here to learn how to enter Log Entry comments.