About Manager Log Book

Manager Log Book is an interactive tool that enables you to communicate with your management staff, enables managers to communicate with each other, and allows you to capture important information daily about your business at the store level. Using the Manager Log Book you can:

•	View current totals for your store.

•	View sales from last year for the same date or same day.

•	Document information about the current weather and effect on the daily business.

•	Document any issues encountered during the day.

•	Document daily specials.

•	Leave messages and reminders for other managers.

•	Assign tasks to managers.

•	Document employee performance issues.

		Figure 32 Manager Log Book Welcome Screen

Store and Date Selection

Store selection is dependent upon the number of stores in which you have security rights. For example, you would configure your store managers to access only their store; however, district managers might have access to all stores assigned to them and would need to select a store from the drop-down list that appears when they click the down arrow in ‘Select a store.’

Clicking anywhere in ‘Date’ opens a calendar widget from which you can select a date in the future or past to view comments and notes. For example, you notice on your weekly sales report that a store had sales below normal one day. You can review any information entered by the store manager on that date to help determine the issue.

Line Items

View your daily statistics, by line item, in a column and grid format. The daily statistics contain a list of items defined in Manager Log Book Configuration, where you can define up to a maximum of ten line items. Each line item contains the current day total, the total for last year, the week to date total, the week to date last year total, the variance, and the variance percentage. Click the Same Date column to toggle between same date and same day calculations. You can view either the variance between the current day this year compared to the same day last year, or the variance between week to date (WTD) this year as compared to the same week last year (WTD LY).

Entering Daily Weather

Recording the current weather for your store enables you to get a snapshot of external factors that can influence your business. Clicking the + (plus sign) in the upper right corner of the Weather section opens the Weather and Business Effect screen where you select the weather type from the drop-down list and then type the effect, if any, the weather will have on your business.

You can select from the following list of weather conditions:

•

Sunny

•	Partly Sunny

•

Cloudy

•	Partly Cloudy

•	Rain - Light

•	Rain - Medium

•	Rain - Heavy

•

Sleet

•

Snow

A weather graphic and the business effect you typed appear on the welcome screen for that day.

		Figure 33 Weather Section with Graphic

Reminders

Check the Reminder section daily for corporate reminders and information from other managers. The Reminder section enables you to leave a message for other managers. For example, you can remind your managers about an upcoming contest to sell gift cards.

The Reminder section is not private; all users with appropriate access can read your messages.

		Figure 34 Reminders Section

Click the Calendar icon to view future and past reminders on an interactive calendar. The current month appears by default, and you can select a date. To view a prior month, click the back arrow, or click the forward arrow to view the next month. Click an existing reminder to view all notes. Click an empty area on a particular day to add a new reminder, or click the double left-arrow in the top right corner to expand the Add Reminder screen.

		Figure 35 Reminders Interactive Calendar

Daily Specials

Daily Specials appear in their own section on the Welcome screen. Depending on your business, daily specials can occur once, or they can repeat week after week. To make future menu planning more effective, keeping track of your specials enables you to track which specials sell better than others.

		Figure 36 Daily Specials Section

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You can click the Calendar icon to view your specials on an interactive calendar.

To add a new special or reminder:

1.	Click an empty area on a calendar day or click the double left-arrow in the top right corner of the calendar to expand the Add Events or Add Reminders section.

		Figure 37 Add Events Section

2.	Type a description.

3.	Type the start date.

4.	Select if the special or reminder will recur in the lower area of the section.

5.	Complete the recurrence details.

Selecting Daily, Weekly, Monthly, or Yearly enables different options that pertain to each selection. For example, selecting Weekly enables you to select which days of the week the special or reminder recurs.

6.	If you select the special or reminder to recur, type an end date in the upper area of the section, or select a date from the drop-down calendar.

7.	Click Save.

To edit an existing special or reminder:

1.	Click a special or reminder on a specific date on the calendar, or click the double left-arrow in the top right corner of the calendar to expand the Update Events or Update Reminders section.

		Figure 38 Update Events Section

2.	Edit the description of the special, if needed.

3.	Type a new start date, if needed, or select from the drop-down calendar.

4.	Select if the edited special or reminder will recur.

5.	Complete the recurrence details.

Selecting Daily, Weekly, Monthly, or Yearly enables different options that pertain to each selection. For example, selecting Weekly enables you to select which days of the week the special recurs.

6.	If you select the special to recur, type an end date in the upper area of the section, or select a date from the drop-down calendar.

7.	Click Save.

Search Log Book Comment History

Use the Search Log Book Comment History to locate comments, by keyword, in each function that allows text comments, Messages, Shift Change, and Shift Priorities. Note: the search criteria you type is case sensitive; the word ‘Opening’ produces no matching comments, even though the word ‘opening’ appears in a comment. Also, the Comment History options in each of the other sections must be set to ‘Show All’ before you click to search a text string.

		Figure 39 Search Log Book Comment History Section

Messages

Use the Messages section of the Manager Log Book to communicate with your corporate managers or other store managers. Depending on your security rights you can edit messages made by other employees. You must have this security right assigned to you. Once you enter a message you cannot delete the message. Do not type any message that you would not share with all your managers or supervisors.

		Figure 40 Messages Section

To create a message:

1.	Click Add Message at the bottom of the section.

		Figure 41 Add Message Screen

2.	Type the message in Description.

3.	Click Save, or click Advanced Options to add location and recurrence details.

		Figure 42 Advanced Options

4.	Type a start date, if needed, or select from the drop-down calendar.

5.	Select one store or all stores to receive the message.

6.	Select the appropriate location from the drop-down list.

7.	Select if the message will recur.

8.	Complete any recurrence details about the message. For example, you can enter a message that recurs every day during the defined period.

9.	If you select the message to recur, type an end date or select a date from the drop-down calendar.

10.	Click Save.

Assigning a Shift Change Task

Use the Shift Change section to assign tasks you created on the Manager Log Book Configuration section. Shift Change tasks are daily tasks that you must assign to managers. For example, you can assign managers to do a weekly schedule.

		Figure 43 Shift Change Section

To add a Shift Change task:

1.	Click Add Task.

		Figure 44 Add Shift Change Task Screen

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2.	Select a task from the drop-down list.

		Figure 45 Shift Change Task Options

3.	Click Advanced Options.

4.	Type a start date for the task.

5.	Select one store or all stores for the task.

6.	Select if the task will recur.

7.	If the task will recur, type an end date.

8.	Select the shift to which the task applies from the drop-down list.

		Figure 46 Shift Change Shift Options

9.	Select the employee from the drop-down list. This enables you to assign a task to a specific employee.

10.	Click Save.

Assigning a Shift Priority Task

Use Shift Priorities to detail your higher priority tasks for managers. You can assign a task, such as calling a potential employee for an interview. These are tasks that are out of the ordinary from the daily routine. You can make a task occur once, such as an interview, or recur every month, like going to the local chamber of commerce meeting.

		Figure 47 Shift Priorities Section

To add a Shift Priority:

1.	Click Add Task.

		Figure 48 Add Task Screen

2.	Type a description.

3.	Select the shift from the drop-down list.

4.	Select an employee from the drop-down list, to assign a task to a specific employee.

5.	Click Advanced Options to add location and recurrence details, if desired.

6.	Enter a start date, if needed, or select from the drop-down calendar.

7.	Select one store or all stores for the task.

8.	Select the appropriate location from the drop-down list.

9.	Select if the task will recur.

10.	If the task will recur, type an end date or select a date from the drop-down calendar.

11.	Click Save.

Adding Performance Log Comments

Use the Performance Log section to add entries that pertain to employee issues, maintenance problems, or to type notes about overall restaurant performance issues. For example, you can document and track employee tardiness.

		Figure 49 Performance Log Section

To add a Performance Log comment:

1.	Click Add Entry.

		Figure 50 Add Performance Log Screen

2.	Type a description.

3.	Select the shift to which the comment applies from the drop-down list.

4.	Select the type from the drop-down list of available types configured on the Manager Log Book Configuration screen.

5.	Type a subject.

6.	Click Advanced Options. The advanced options for the performance log differ slightly from advanced options for other sections.

		Figure 51 Performance Log Advanced Options

7.	Type a date, or select a date from the drop-down calendar.

8.	Select one store or all stores for the issue.

9.	Click Save.

Assigning Global Tasks

Use the global tasks section to enter tasks that you want verification of completion. This enables you to manage accountability with your management staff. If the item was not completed it will automatically roll over to the next business day. To mark a task as complete, locate the task in the list and select Complete. You can enter a note about the task if appropriate. Once marked complete, the task appears with a strike through it.

		Figure 52 Global Tasks Section

To add a Global Task:

1.	Click Add Task.

		Figure 53 Add Global Task Screen

2.	Type a description of the task in the text box.

3.	Click Advanced Options.

4.	Type a start date for the task.

5.	Select one store or all stores for the task.

6.	Select if the task will recur.

7.	If the task will recur, type an end date.