About Manager Log Book Configuration

Manager Log Book Configuration enables you to define how the data appears on the Manager Log Book screen to fit your operational needs. You determine the following: the sections that appear, the statistics that appear, the tasks for your management staff, daily specials, and reminders you want a manager to see on a daily basis. For example, you can create task reminders for your managers that are operation specific, such as passing out checks. Select Aloha Insight > Manager Log Book Configuration:

Number	Description
	Determines the sections and statistics that appear on the Manager Log Book screen. All sections appear by default, and you must specifically remove them if you do not wish for them to appear. First, select ‘Sections to Display’ to determine the sections to appear and configure the controls for that section. Note: The Line items section and the Weather, Reminders, and Daily Specials sections always appear at the top of your Manager Log Book welcome screen and cannot be rearranged. Select ‘Daily Statistics’ to define the line items that appear in the Line Items section of the Manager Log Book.
	Allows you to customize the shift names used in your store, to make it easier for your managers to relate to the information. You can still use day parts defined by default by Aloha Insight, if desired.
	Allows you to define the tasks you want your managers to complete during each shift.
	Allows you to provide your managers with specific categories under which you want them to enter employee or restaurant performance comments. For example, create a category called Performance Issues and train your managers to use this when they want to make you aware of an employee who is consistently late to work, or other such issues.
	Allows you to define your daily specials, whether one-time-only or recurring, so they appear on the Manager Log Book as a reminder to your managers.
	Allows you to create reminder messages for your managers to see when they log in to the Manager Log Book. For example, you can remind them of an upcoming large party for which they need to prepare, or remind them to increase staffing for Mother’s Day.

Configuring the Sections and Daily Statistics That Appear

By default, all sections appear. If you elect to not display all sections, you must select at least one section to appear on the Manager Log Book.

You cannot hide from or change the position of Line Items, Weather, Reminders, and Daily Specials on the Manager Log Book welcome screen.

You can select up to ten predefined or user-created line items to appear in the data section on the Manager Log Book screen. Each line item appears in table format on Manager Log Book with a predefined set of data elements, such as current day totals, last year totals, week to date totals, and more.

To select line items to appear in the data section:

1.	Select Daily Statistics from the drop-down list.

		Figure 20 Daily Statistics Selection

2.	Select each line item you want to appear from the ‘Line Item Not Assigned’ list box and use the arrows to move the item to the ‘Line Item Assigned’ list box.

3.	Click Save.

To select the sections to appear on the Manager Log Book welcome screen:

1.	Select Sections to Display from the drop-down list.

2.	Select each section you want to appear from the ‘Hidden Sections’ list box and use the arrows to move the section to the Display Sections list box.

		Figure 21 Sections to Display

3.	Click Save.

To change the order of the sections on the Manager Log Book:

1.	Select Sections to Display from the drop-down list.

2.	Select the section in the Display Sections list box and use the up and down arrows to move the section.

3.	Click Save.

Adding and Editing a Shift

Aloha Insight uses day parts for reports; however, your managers may think in terms of shifts. You can define the shifts used in your store to appear on the screen, to make it easier for your managers.

To add a shift to the Shifts section:

1.	In the Shifts section, click Add.

2.	Type the name of the new shift.

3.	Click Save.

To edit the name of a shift:

1.	Select the shift in the list box.

2.	Click Edit.

3.	Type the new name of the shift.

4.	Click Save.

Adding and Editing a Shift Change Task

Create the daily tasks you want your managers to perform during each shift. For example, create a task for doing the daily inventory counts, making the deposit drop, and completing any purchase orders.

To add a Shift Change :

1.	In the Shift Change section, click Add.

2.	Type the name of the new task.

		Figure 22 Shift Change Tasks

3.	Click Save.

To edit the name of a task:

1.	Select the task in the list box.

2.	Click Edit.

3.	Type the new name of the task.

4.	Click Save.

Adding and Editing a Performance Log Category

Create the performance log tasks you want your managers to document in Manager Log Book, such as categories that relate to individual employee performance. Documenting employee performance issues, such as tardiness, poor performance, and customer complaints enables you to build solid cases for letting employees go or rewarding employees for positive performance.

To add a performance category:

1.	In the Performance Log Categories section, click Add.

2.	Type the name of the performance category.

		Figure 23 Performance Log Categories

3.	Click Save.

To edit the name of a performance log category:

1.	Select the performance log category in the list box.

2.	Click Edit.

3.	Type the new name of the performance log category.

4.	Click Save.

Adding Daily Specials and Reminders

You can create one time only daily specials or create daily specials that occur every week. For example, you have the same specials every week, such as “Tuesday Tamales.” These types of specials are recurring. Both event types use the same interactive calender that appears when you click the calender icon on the Manager Log Book welcome screen.

		Figure 24 Interactive Calender

To add a daily special:

1.	Select an empty area on the calendar date for which you want to add a special.

2.	Click Add, or click the double-left-arrow in the top right corner of the calendar, to expand the Add Daily Special screen.

3.	Type the description.

		Figure 25 Adding a Daily Special

4.	Click the drop-down calendar and select the start date.

5.	Select a location:

If you select an area, region, store, or store group, you must make an additional selection from the drop-down list. For example, if you select store, you would select a store from the drop-down list.

6.	Select This Daily Special will Recur, if desired, and select the recurrence details.

When you select an option, it enables additional selections that pertain to the recurring interval for the daily special.

7.	Click the drop-down calendar and select the end date. If you want the recurring task to remain on the list for an indefinite time, select a date well into the future.

8.	Click Save.

To update a daily special in the calendar:

1.	Select the date of the special you want to edit.

		Figure 26 Updating a Daily Special

2.	Select the special from the list.

The Update Daily Special window functions exactly the same as the Add Daily Special window.

Only the employee who created the special can make changes.

3.	Make your changes.

4.	Click Save.

Adding Daily Reminders

Create your daily reminders for your managers, such as notifying a manager about a last minute large party reservation. You can add reminders by store location and date range. For example, you can add a reminder to sell more gift cards during the holiday season.

To add a daily reminder:

1.	In the Reminders section, cick Add.

2.	Type a description of the reminder.

		Figure 27 Adding a Reminder

3.	Click the drop-down calendar and select the start date.

4.	Select a location:

If you select an area, region, store, or store group, you must make an additional selection from the drop-down list. For example, if you select store, you would select a store from the drop-down list.

5.	Select This Event will Recur, if desired, and select the recurrence details.

When you select an option, it enables additional selections that pertain to the recurrence interval for the reminder.

6.	Click the drop-down calendar and select the end date. If you want the recurring reminder to remain on the list for an indefinite time, select a date well into the future.

7.	Click Save.

To update a reminder in the calendar:

1.	Select the date of the reminder you want to update.

2.	Select the reminder from the list.

		Figure 28 Reminder Selection Screen

3.	Double-click the reminder, to open the Update Events screen and make your changes.

		Figure 29 Updating a Reminder

4.	Click the drop-down calendar and select the start date.

5.	Select a location:

If you select an area, region, store, or store group, you must make an additional selection from the drop-down list. For example, if you select store, you would select a store from the drop-down list.

Only the employee who created the reminder can make changes.

6.	Select This Event will Recur, if desired, and select the recurrence details.

When you select an option, it enables additional selections that pertain to the recurrence interval for the event.

7.	Click the drop-down calendar and select the end date. If you want the recurring reminder to remain on the list for an indefinite length of time, select a date well into the future.

8.	Click Save.