CFA: The Benefits of Logbook

Welcome to Logbook, your dependable ally for mastering shift management with ease. Think of Logbook as your toolkit for staying organized and on top of things when the pressure's on.

With Logbook, finding crucial information is available at your fingertips, neatly organized and easily accessible. And don't worry, your team's entries are kept confidential, so sensitive information stays secure.

Every entry in the Digital Logbook is stamped with the time, date, and author, ensuring accuracy and accountability. Our search feature lets you pinpoint entries by keyword, date, team member, or importance, saving you time and effort.

And here's the kicker: once an entry is logged, it's locked in place, preventing any unauthorized changes until someone else has reviewed it. So whether you're managing a team or a shift, Logbook can help you stay on track and in control.

• Daily Logs -  keep track of day-to-day activities while providing shift-to-shift communications
• Staff Journals - track employee logs including evaluations, customer comments, and any action taken by management
• Task Lists & ToDo's -  remind managers of what needs to be done on any given shift as well as assign jobs with deadlines

Follow the links below to learn more about LogBook and watch a video overview!

HS Logbook: Overview
HS Logbook QuickStart: Manager
HS Logbook: Overview Videos

Daily Logs

The Daily Log can be used to track day-to-day activities, compose updates regarding specific issues, and provide a summary for particular business days. These entries can cover a range of subjects including:

• Shift summaries
• Reminders
• Updates on particular issues for your business

Logbook Store Logs allow managers to keep track of day-to-day events using the Daily Log. The modules, subjects, and issue types available when creating a Daily Log entry can also be customized.

Helpful Tip! Access to these configuration options may be limited to certain permission groups. An admin/point of contact can contact Customer Support with any questions about providing access to additional managers.

Follow the links below to learn more about the benefits of Daily Log!

HS Logbook Store Logs: Daily Log
HS Logbook Store Logs: Configure Daily Log

Staff Journal

The Staff Journal houses posts written about employees. This can include both positive and negative evaluations, customer comments, and any action taken by management. 

Logbook Store Logs allow managers to document updates about their employees using the Staff Journal. These entries can cover a range of subjects including:

• Positive and negative evaluations
• Customer comments
• Actions taken by management in regard to the employee

Learn more about the benefits Staff Journal can provide your operation!

HS Logbook Store Logs: Staff Journal

Task Lists

Task Lists and ToDos help your management team communicate effectively and stay on top of the various jobs to be done every day around your store. Task Lists include those chores that need to be done on a regular basis, while ToDos are assigned jobs with deadlines.

Your store’s general manager or administrator has set up various task lists that the management team needs to ensure are completed regularly. You can find these in Task Lists under the Logbook tab

Use the links below for a more detailed look to setting up and completing Task Lists! 

HS Logbook ASC: Creating Task Lists
HS Logbook: Completing Task Lists

ToDos

ToDos allow managers to assign important messages or duties to other users with access to the Logbook tab, where progress on these items can be checked.

It is also possible to set up a recurring ToDo for something that occurs on a regular schedule. 

For an overview of the ToDo functionality, please see this article.

The Logbook is a communication log that managers can use to track operation notes and staff performance - including a feature called ToDos. These allow managers to assign important messages or duties to other users and track the progress on these items.

Helpful Tip!  ToDos are only visible to users with access to the Logbook tab, so they can only be assigned to those users. For example, if the employee permission set does not include access to Logbook, anyone with employee level access cannot be assigned ToDos. Contact Customer Support with any questions about modifying the access of different permission groups.

Follow these links to learn more about creating and managing your recurring ToDos!

HS Logbook: Create a Recurring ToDo in Logbook
HS Logbook: Create and Manage ToDos in Logbook