Add or edit Daily Log categories

The TimeForge Daily Log is a digital log book designed to work the way that your business works. You’ll soon find that keeping track of things like notes and reminders is much more efficient through a digital medium.

The daily log contains three different parts, each useful to your business:

  1. The Manager Log is a management log book that can only be viewed by managers. Log entries are written and viewed by members of management.
  2. The Staff Log is a log book that is written by management but is viewable by staff members (employees).
  3. The Audit Log is an internal log book that records important changes in TimeForge during the normal course of business, such as when new shifts are posted as part of a schedule.

Before you can add any entries to the Manager or Staff logs, you must first create categories. Your entries can only belong to a single category, but you can have as many entries or categories as you’d like.

This article will teach you how to create your first Daily Log category in TimeForge, as well as any additional categories after that.

Adding your first category

Open the Daily Log tab and select Categories from the sub-menu.


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What happens if I try to visit the Daily Log and I don’t have any categories, yet?

When you first visit the Daily Log for your location, you’ll see an empty log book and an Add Category link at the top:

This link is actually a shortcut to add your first category. Click it to go straight to the add new category form, which looks like this:

Click the Add A New Category button

This will open up a form to add a new category. Use the first drop-down to select which log you’d like to create the category for (Manager Log or Staff Log), then provide a name for your category, such as “Maintenance.”

You will need at least one Manager Log category to use the Manager Log and one Staff Log category to use the Staff Log.


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Here are some additional ideas for category names.

Manager Log examples

  • To-do List Item
  • Employee Actions
  • Customer Concerns
  • Equipment Maintenance
  • Bank Deposits

Staff Log examples

  • Uniform Reminders
  • Meetings
  • Upcoming Events
  • HR Documents
  • Menu Updates

Click on “Add A New Category” to add a category, or choose edit next to the log you’d like to modify.

Click Save to save your new category

Don’t worry, you can always edit the description later if you change your mind.

Your new category will now appear in the list!

Visit your Daily Log to start adding entries

Now that you have at least one category for at least one log, you can start adding entries to that log!

Adding additional categories

Adding additional categories is easy! Just return to the Categories page and click the Add A New Category button. You can add as many categories as you want.

Editing your categories

To edit a category, simply click the Edit button while on the categories page.

You can edit, but not delete, a category for which log entries have already been created. Once you have created a log entry under a category, the Delete link will become inactive for that category.

heartWhat some of our clients have to say ...

We are one year into it now, well past being enamored with the newness. We are married to TimeForge. It's as essential to us now as any of our management tools today, and we very happy about that.- Steve @ Hermosa Cyclery
We really like the program so far. I know that it is geared towards restaurants, but we are a real estate company and we love it because it is inexpensive and it is so easy to use.- Nicole @ Exit Premier Realty
The Timeforge scheduling system has not only increased our efficiency tremendously; decreased the errors in what is normally an error prone environment; it has also saved us ten times what it costs us each month.- Michael @ Tiara Cafe
I would highly recommend TimeForge to anyone making work schedules. ... What used to take 1-2 hours, now takes 15 minutes. The reports section is comprehensive and useful.- Lawrence Payne @ Mid Pacific Country Club
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Before using TimeForge, creating a schedule took 2 hours. With TimeForge, it takes less than 10 minutes.- Gail @ Kerr Drug

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E-Mail: info@timeforge.com

 

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