This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
contact_logs [2017/10/31 13:11] cfadmin |
contact_logs [2017/11/27 12:41] (current) cfadmin |
||
---|---|---|---|
Line 6: | Line 6: | ||
===== What logs should we keep? ===== | ===== What logs should we keep? ===== | ||
- | Coordinators and CareFree managers are presented with lots of information on a daily basis. If you think about it lots of the information received at the coordinator desk could and therefore should be in a log. For instance if someone is running late that would be a log, if someone gives you some information about a client, again log it. If someone calls in sick well that's both a log and an away period. | + | Coordinators and CareFree managers are presented with lots of information on a daily basis. If you think about it lots of the information received at the coordinator's desk could and therefore should be in a log. For instance if someone is running late that would be a log, if someone gives you some information about a client - again log it, If someone calls in sick well that's both a log and an away period. |
The more information you log, the more useful the system becomes when you want to analyse the data. | The more information you log, the more useful the system becomes when you want to analyse the data. | ||
Line 21: | Line 21: | ||
{{:wiki:client_main_menu.png|}} | {{:wiki:client_main_menu.png|}} | ||
- | Using the tab click on the "Log" button running across the top. {{:wiki:log_button.png|}} | + | Looking at the tabs click on the "Log" tab running across the top. {{:wiki:log_button.png|}} |
In the space provided (not clicking on other logs) right click and choose new. {{:wiki:log_new_button.png|}} | In the space provided (not clicking on other logs) right click and choose new. {{:wiki:log_new_button.png|}} | ||
Line 48: | Line 48: | ||
**11)** Once you are finished editing the log, be sure to press Save once you are done. | **11)** Once you are finished editing the log, be sure to press Save once you are done. | ||
+ | ==== Daily logs ==== | ||
+ | |||
+ | As a manger you will want to see the logs which are being generated on a daily basis. In order for you to see this information it must be switched on: | ||
+ | |||
+ | Two switch daily log on follow these steps. | ||
+ | |||
+ | First navigate to tools > options and settings > Personal options: | ||
+ | |||
+ | {{:wiki:personal_options.png?nolink|}} | ||
+ | |||
+ | Once in options under general & rostering, turn on the option for show daily log: | ||
+ | |||
+ | {{:wiki:show_daily_log.png?nolink|}} | ||