Manager's Log Setup

The Managers Log is a diary to communicate between shifts items that have affected previous shifts and could affect future shifts. Unit and Multi-Unit managers with a Data Central login to either the Smart Client or DC Mobile, as well as email recipients of the Manager log.

The Managers Log is accessed through the DC Smart Client using a Smart Client login and DC Mobile application using either a Web Client login or by replying to an email alert.

A Manager Log Template is set up using the Manager Log Setup activity which contains the following:

• Email Notifications List
• Log Topics
• Plug-ins
• Templates

How Do I Setup Email Notification List?

Enter the email addresses for each person that should receive the Manager Log upon publish or update.

1. Select Email notification list

2. Click Next

3. Enter the information in each column

   1. 'RECIPENT NAME' column: The name of the recipient
   2. 'EMAIL' column : Email address where the Manager Log will be sent
   3. 'UNIT' column: Assign if this person should receive a log for only one location
   4. 'UNIT GROUP' column: Assign if this person should receive a log for a group of units
   5. 'GROUP SCOPE' column: Filled in with the Group Scope credentials found in SMART GROUPS
   6. 'HIDE' column: Put a check in this box to remove this person from Manager Log delivery
   7. 'LOCKED' column: Put a check in this box if the unit user should not be allowed to make changes to this line
   8. 'UNIT OWNER' column : A check will show in this box if this address was entered at the Unit level.

4. Click Done

How Do I Setup Plug-Ins?

Enter the list of plugin reports to be added to the Manager Log.

1. Select Plug-ins
2. Click Next
3. Enter the information in each column
   1. 'DESCRIPTION' column: The name of the plugin to be viewed in the Manager Log form at the Unit level
   2. 'PLUGIN' column: Select the report set in Dashboard Setup as [Scope] = ‘Manager Log’
   3. 'LOG' column: Put a check in this box to require information to be added to this topic prior to the Manager log being published.
   4. 'HIDE' column: Put a check in this box to remove this person from Manager Log delivery.
4. Click Done

How Do I Setup Log Topics?

Enter the list of topics to be used.

1. Select Log Topics
2. Click Next
3. Enter the information in each column
   1. 'DESCRIPTION' column: The name of the log to be viewed in the Manager Log form at the Unit level
   2. 'REQUIRED LOG' column: Put a check in this box to require information to be added to this topic prior to the Manager log being published.
   3. 'HIDE' column: Put a check in this box to remove this person from Manager Log delivery.
4. Click Done

How Do I Setup Templates?

Enter the template information to be used along with the Manager Log.

1. Select Templates
2. Click Next
3. Enter the information in each column
   1. 'DETAILS' column: Click "..." to expand details and review or edit the Smart Group information for this template to define which units should be granted use of this template
   2. 'SHIFT' column: The name of the template to be viewed in the Manager Log form at the Unit level
   3. 'START TIME' column: Select the time the shift of this template should start
   4. 'DURATION' column: Enter the amount of time this shift should encompass
   5. 'HIDE' column: Put a check in this box to remove this person from Manager Log delivery.
4. Click Done