This article overviews the Smart Ops Manager Log. To read about the Classic Manager Log, click here. 

The Smart Ops Manager Log module includes the ability to build Logbooks and Log Entries for all restaurant locations. These log entries are in place of the Notes Log Entries in the Classic Manager Log, where communication about important daily details can be entered. 

Logbooks can be used out of the box. All locations are assigned to a default logbook initially and can begin creating entries using default settings on day one. Admin or power users have the option to configure logbook settings, such as required fields, permissions, and available tags and categories for new Log Entries. New logbook templates can be created and assigned to select locations as needed. 

TABLE OF CONTENTS

• Security
• Navigation
  • From the Classic Manager Log
  • From the Smart Ops Navigation Menu
• Smart Ops Manager Log Features
  • Logbook 
  • Log Entries 
  • Mobile Log Entries 
• Log Entries Transferred from the Classic Manager Log

Security

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

Smart Ops Manager Log 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
  • Logbook Settings
    • View Logbook Settings
    • Edit Logbook Settings
  • Logbooks
    • View Logbooks
    • Edit Logbooks
    • Create Logbooks
    • Delete Logbooks

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.

Navigation

Users can open the smart ops logbook page from the classic manager log page or from Smart Ops. 

From the Classic Manager Log

Click Logbook Entries NEW! in the Classic Manager Log module. This will open to a new Log Entry on the Log Entries page

From the Smart Ops Navigation Menu

First, navigate to Smart Ops. From the navigation menu, users can access any of the available Smart Ops Manager Log features by clicking and expanding the Manager Log section.

Smart Ops Manager Log Features

The Smart Ops Manager Log includes the following features:

Logbook 

The Logbooks page is where logbook settings can be set and logbooks can be created and managed. Logbooks need to be set and tied to locations in order for users to enter log entries for those locations. Review the following resources for more information:

• Logbook Overview & Security
• Logbook: Logbook Settings
• Logbook: Default Logbook
• Logbook: Create and Edit a Logbook

Log Entries 

The Log Entries page is where log entries are created and housed when accessing the Smart Ops Manager Log on a desktop browser. Historical log entries dictated as Notes will be saved on this page as well. Review the following resources for more information:

• Log Entries Overview & Security
• Log Entries: Create and Edit a Log Entry
• Log Entries: Entry Comments

Mobile Log Entries 

Users can create and view log entries in the R365 Red App. Users can jump to a filtered list from the dashboard or navigate to the Daily Logs page to access log entries. Review the following resources for more information:

• R365 Red App: Manager Log Overview
• R365 Red App: Create Log Entries
• R365 Red App: Log Entry Comments

Log Entries Transferred from the Classic Manager Log

All historical Log Entries dictated as notes, unless that note is in response to a task, will be transferred to the Log Entries page. When selecting 'Note' as the Log Entry in the Classic Manager Log, it will navigate users to the Log Entries page, where the note can be entered.

With this migration, it is important to note the following:

• Mobile App. Note entries will be disabled on the R365 Classic App. Instead, notes can be entered as Log Entries in the R365 Red App.
• Flagged Entries. Historical notes that were flagged will display a 'Must Read' priority label on the Log Entries page.
• Linked To Types. Historical notes that were linked to an Employee record or the DSS will be entered as an 'Employee' or 'Sales Notes' Category, respectively. The Accounting Transactions, Fixed Asset, and Catering Event Linked to Types have been disabled. Historical Notes will appear as Log Entries but will not link to any other records in the system.
• Custom Categories. For this initial release, custom categories will not be available. Rather, custom categories saved in the Classic Manager Log at the time of this release (February 2022) will be saved as tags. Any entries made under a custom category will be saved as an 'Uncategorized' Log Entry and include the custom category tag(s).
• Log Entry Comments. Any comments made on a Log Entry will be listed in order of posting rather than in the parent/child structure used in the Classic Manager Log, which is demonstrated below. Historical Log Entries will include up to 5 historical notes saved on a Log Entry.