Description: Learn how managers and administrators can use Logbooks to create boards, post updates, and collaborate on shift-related activities such as customer feedback, maintenance issues, and handover information.
Logbooks can be used by managers to communicate about various activities and events that occur during shifts. This may include customer feedback, stock management, maintenance issues, or shift handover information.
Permissions
- Administrators have access to all logbooks.
- Managers have access to all logbooks if they manage at least one department within the location.
Access
On the responsive app, logbooks can be accessed via the top menu.
Select the Company Name in the top navigation bar, and then select Logbook.
General
The Logbook view is laid out as follows:
Left
- A listing of all boards for that location
- Add new boards feature
Center
- Write new post feature
- A listing of all posts for the selected board
Right
- Board settings
By default, a single logbook is set up for each location called “General discussion.” This can be renamed, or new boards created for more focused discussion, e.g., “Front of House,” “Maintenance."
Administrators and schedule managers have access to all boards and posts within a location. All users with access to the logbooks can also create new boards.
Posts displayed are specific to a board. To change the board (and therefore the posts displayed), select the desired board name from the list shown in the top left corner.
Add New Board
- Select the + Add New Board link at the bottom left.
- Enter the name of the board.
- Select the Create Board button.
Note: Board names must be unique within a location and are limited to 30 characters.
When the board is created, it will appear in the board list in the top left corner. It will also be shown by default in the middle column. A default post will be displayed, which will disappear once a post has been created within the board.
Posts
The middle column displays all posts for the selected board. Posts are shown in chronological order, from most recently posted to least recently posted. Use the scroll bar to the right to scroll through the posts.
For long posts, only the first six lines of the post are displayed. Select Read more to view all of the post text.
Write Post
New posts can be written in the text box at the top. Attachments can also be added by clicking the paperclip icon.
When you are ready to post, simply select the Send icon. The post will appear directly underneath the ‘Write post’ component.
Reply to a Post
Underneath each post, you will see the option to ‘Reply to post’.
You may choose to reply either via text or by adding an attachment. Replies will display underneath the original post from most recently posted to least recently posted.
The number of replies and post views is also displayed.
Board Settings
Board settings are displayed on the right side.
The name of the employee who created the board will be displayed alongside the date the board was created.
Two actions are available by selecting the ellipsis:
- Rename board: Boards can be renamed by all users. The new board name must be unique to the location.
- Archive board: All users can archive a board. When a board is archived, it will disappear from the list of available logbooks, and you will be unable to access any posts from the board. To restore the board, please raise a support ticket.
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