Working with the Manager Log

  1. In the Reporting and Analytics side menu, click the link to go to the Manager Log page. If you cannot find the link, contact your system administrator.
  2. Select the location, and then click View.
  3. To add an entry:
    1. Click Add Entry.

      Your administrator adds the categories you can select when completing the form.

    2. Complete the form, and then click Add.
  4. To update an entry:
    1. Select the entry from the list, and then click Update Entry.
    2. Update the form, and then click Update.
  5. To mark an entry as complete:
    1. Select the entry from the list, and then click Update Entry.
    2. Click Mark Completed.

      Reporting and Analytics removes the entry from the list of active entries.

  6. To add a note:
    1. Click Add Note.
    2. Complete the form, and then click Save.
  7. To update a note:
    1. Select the note from the list, and then click Update Note.
    2. Update the form, and then click Save.
  8. To view the log history:
    1. Click View History.
    2. Select the date range and log details.
    3. To define filters for searching log entries, specify the search criteria, and then click Add.
    4. Click View.