User Log

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Warning
This video is a little older, and you will notice that our home page looks quite different.  However, all information remains accurate.




Add a User Log Category

Go to More->List Management->Misc.->Picklist Data

From there under Category Information scroll down and select User Log Categories and click Add.

User Log Report

Run a user Log Report by going to -> Reports-> User Log

This will give you a report of sick days, vacation days etc...


User Log on Portal

User Log is a place where you can track or keep a record of different things that happen to each user in CenPoint.

Some examples of items that would go in the user log is when a user calls in sick, or there was a customer complaint or compliment.

The user log is found on the Horizontal, Weekly, and WO Schedule by clicking on the Technician's name, then selecting 'Add User Log Entry"


Choose the branch, date and category. 

Choose if it is an entry for all users or an individual user, type in the Log.


User Log for an employee not on the schedule on Portal

Add a user log to an employee that does not show on the schedule like an office or shop employee use the following steps.

Go to Reports->User Log-> Select the User, click Add, and check 'Only for User' then add the User Log entry.


Add a User Log directly from the Users profile on Portal

Go to More->Users->Select User->Click the ellipsis->click Modify


On the User screen go to the General Tab-> scroll to the bottom of the page and click the User Log button

On the User Log screen you can view all previous entries or add and additional entry to the user log by clicking the Add button.

User Log Report on Portal

Run a user Log Report by going to -> Reports-> User Log

Use the filters to help you narrow down the results.

Click the ellipsis to modify or delete a User Log

Click Print for a printout of the User Log


FAQ:

Print a report showing users time off?

Go to the user log, set the category to scheduling and you can print a report from there.