Overview

This guide will demonstrate the function and use of the Mobile Manager Manager Logbook, which is available in Mobile Manager 4.5 and above. 

The Manager Logbook allows store owners and managers to easily communicate essential information related to their store’s operation by way of shared entries, designated as Notes or Tasks. It provides:

• A list of notes pertaining to the store’s operation. For example, perhaps bad weather adversely affected sales on a particular day. 
• A checklist of all tasks for the store’s operation, such as scheduled maintenance, cleaning, and organization tasks.

All entries are updated and synchronized in real-time for all store managers, and on all devices.

Getting Started with Manager Logbook

Open Mobile Manager and tap the Manager Logbook icon to display the main page.

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The Manager Logbook contains two types of entries; tasks and notes. 

• Notes are information that can be attached to a report. 
• Tasks have target completion dates, and a checkbox to acknowledge completion

The main page contains the following functionality:

• The Filter By Date drop-down allows you to filter by a specific date or date range.

• The Search box can be used to search for a specific task or note.
• The MOST RECENT header can be clicked to display the most recent entries.
• The MOST IMPORTANT header can be clicked to display items with highest priority first.

• The Unread and Read sections display items that are new or have been read by you. 

1.  From the main page, click the blue plus symbol on the bottom right to create a new entry.
The following Create Entry page displays.

2. Enter the name of the entry in the Title field and a description in the Description box.

3.  Click the Entry drop-down to indicate if this entry is a note or a task.

Creating a Task

Use the drop-down arrows described here to customize the task:

• Type: Select to indicate if the task is Operational, Maintenance, Event, or Other. 
• Target Date: Set a target date for the task to be completed.
• Priority: Select the priority of the task by choosing from Low, Medium, High, Critical.
• Store: When you have multiple stores you can indicate if the task is for a specific store.
• Notify When:  By pushing the slider button to the right you can enable push notifications for events related to the task. Eligible events include when a task was Created, Read, Commented (on), Completed, and when it is One day before the target date. 
• Who: Click to select specific stores owners for notifications. Alternately, you can push the slider button all the way to the right to notify all store owners.

Click the checkmark symbol in the top right to create the task.

Creating a Note

Use the drop-down arrows described here to customize the note:

• Priority: Select the priority of the task by choosing from Low, Medium, High, Critical.
• Store: When you have multiple stores you can indicate if the note pertains to a specific store.
• Attach to Report Type(s): Click to attach the note to specific report types (for example, CHARGE, SALES…). Atlernatly, you can attach a note to all report types by pushing the slider all the way to the right or by pushing the slider button to the right you can attach the note to all report types (i.e. The note you select will be attached to all the reports with the selected report type).

Click the checkmark symbol in the top right to create the task.

Understanding the Icons in Manager Logbook

Manager Logbook uses the following helpful icons:

  The letter N in a circle indicates a Note.

 The letter T in a circle indicates a Task.

The exclamation mark indicates the priority of the item. It is color coded to indicate different levels of priority.

  The paperclip indicates a Note is attached to a report.

The paper copies icon indicates you can copy the details of an entry to create a new entry.

Tasks have a checkbox so that you can indicate when a task is complete.

Setting Filters

1. Tap the funnel icon in the top right corner to set a filter.
2. You can use the slider button to the right to filter a Note or Task by Status (Active or Completed), Priority (Low, Medium, High, Critical), Type (Operational, Maintenance, Event, Other, Stores, Target Date.

Manager Logbook’s Real Time Functionality

One store can have multiple owners and, conversely, one store owner can be attached to multiple stores. The Manager Logbook features real-time functionality to provide everyone information that is always up to date. For example, Store X has several store owners. One owner creates a new task using Manager Logbook, and it is immediately visible to all the store owners in real time. If Notify When push notifications are enabled for the creation of tasks and notes, the other owners will receive notice of the new entry.

In this scenario, regardless of alerts settings, the new entry displays immediately in the entry list, and is designated with a blue dot icon indicating the entry has not yet been read. By clicking on the new item, the owner can view all the details, and the system automatically moves the item from Unread to Read.

When someone comments on an entry, this activity is reflected in real time with the addition of an orange dot icon. If you tap the entry, you can read the comment and make additional comments. After a comment has been viewed, the dot disappears. In this way, store owners can communicate in real time about new Tasks and Notes.

Note: This same functionality is true when an entry is edited by another manager (for example, if the target date of a task is changed, or the description of a note is changed).