Set Up the Manager Log Book

As an Admin, you'll be able to customize the categories within the Manager Log Book. This will set categories that your managers can view and submit entries within.

Access Log Book Categories

Here's how you can setup your categories: 

1. Log in as an Admin.
   
   

2. In the left navigation bar, head  Log Book > Categories:
   
   
   
   

3. Click on + Add new to add a new category. This includes the category Name and Type (text, number, dollar, percentage box , the Employee Performance Log, or the Task Summary):
   
   
   
   
4. Click on the edit icon to make changes to a category. This includes notification (sent each time a new entry is submitted) and whether this is a required field (the log book Email Summary will only be sent when values are entered in this field):
   
   
   
   
5. Click on the delete icon to remove it.
   
   
6. Drag and drop these categories in the order you desire them to appear. These categories will appear in the same order for all of the Locations within your account:
   
   
   
   
7. Be sure to click Save to complete these changes!