Live_LOGBOOK TRAINING – LVL 1

LOGBOOK TRAINING– LVL 1

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LOGBOOK TRAINING | USER LVL 1

• This training will cover the following topics:
• General information the application provides based on the following tabs:
• Main Menu Screen
• Logbook Entries
• View Dashboard

TRAINING OVERVIEW– LVL 1

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This is the menu screen of Logbook. The following slides will focus on : Logbook Entries and View Dashboard. Which is Located on the left hand side of the screen.

LOGBOOK TRAINING | USER LVL 1

Logbook Main Menu

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We will get started with Logbook entries. Please Click on the "Logbook Entries" Tab.

LOGBOOK TRAINING | USER LVL 1

Logbook Main Menu

This is Logbook Entries. The following slides will go into detail on how to navigate entrie tools and features.

LOGBOOK TRAINING | USER LVL 1

Logbook Entries

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Lets get started with the filters. Please select a filter to learn more about a filter.

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With the use of Filters you can search for logs with the following:

1. Author
2. Note Type
3. Start and End Date
4. Department
5. Search Engine

LOGBOOK TRAINING | USER LVL 1

Logbook Entries– Filters

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1. 2. 3. 4. 5. 6.

To the right, you will see six icons. These are various tools that will assists you.

1. Create an Entry
2. Edit an Entry
3. Copy
4. Print
5. Add attachments
6. Remove an Entry

LOGBOOK TRAINING | USER LVL 1

Logbook Entries– Tools

When creating or editing an entry you have access to the Toolbar. From here you will be able to use many options to format your entries.

LOGBOOK TRAINING | USER LVL 1

Creating an Entry– Formatting Toolbar

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Please select the logbook previous entries tab to get started.

LOGBOOK TRAINING | USER LVL 1

View Dashboard - Logbook previous entries

Logbook Entry History is similar in function as Task-lists dashboard feature. From here you will be able to view your sites entries based on Current and Archived entries.

LOGBOOK TRAINING | USER LVL 1

View Dashboard– Filters

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LOGBOOK TRAINING | USER LVL 1

Logbook Entry History– Current and Archived

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Please Scroll down to continue to video training.

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You have completed the training module walk-through

Save button

Edit

This is your edit screen. You can also save the edit with the save icon located on the left of the screen.

Due to limitations of the application, you may only see a certain amount of post loaded. Continue scrolling to load in more entries.

Current Entries

Current Entries: this selection will show you all current entries available. Archived Entries: after 30 days from its initial creation, an entry will become archived.Only 100 post load in at a time. Scroll further down to load more entries.

Attach Files

You can attach files here

Copy

When you copy an entry. you will be redirected to this page to creat a copy.

• 1.remove format
• 2.insert/remove bullet list
• 3. remove/ insert number list

Remove format, insert bullet point, and insert/ remove number list.

Expand tool bar

Click on dotted line to expand the tool bar. To close the expaned tool bar select the upward pointing arrow. Once the tool bar is explaned more options to edit the page layout will be availible. Please make sure to highligh the text in your document to make changes

This is the Filter by Note search bar. Here you will be able to filter by notes that are uploaded into the system.

Filter by Note Type

This is the Filter by Department tab. To use it, simply select the desired department to apply the filter.

Filter by Department

Start and End Date

Start Date and End Date behave the same way. Here’s how to use it:

• Select the calendar icon, from here a popup will open.
• Using the arrow symbols will switch between month and year included.
• Selecting the month/year on its own will open a drop-down menu. This will allow you to change the year and month.

Link

Here you can input a link by filling out the needed information.

This is the Search Logbook Entries search bar. Use it to manually search entries by typing. Please note that since the search function relies on data from SharePoint, it may not always be perfectly accurate. Use it with caution!

Search Logbook Entries

Date

By using the Start Date to End Date function you will be sorting entries based around a certain time period. Be aware that this function may not work as intended as data is coming directly from SharePoint. Use with caution!

• Bold
• Italic
• underline

Edit text

Here you will be able to edit the style of text. It can be bold, italic or underline

Format

Here you can change the text format

Create New Logbook Entry

Here you will be able to create an Entry or Cancel.

• First select new entry.
• Then select or a type of logbook entry.
• The screen will change to starter note

Search by

Here you can search by note or by name of person.

Printing

When you select to print an entry. You will be redirected to a pdf file window to print.

This is the End Date tab. Use it to filter all notes by their end date. Select a date and press 'Ok' to apply the filter

End Date

Jon Doe jon.doe@arkema.com

Jon Doe jon.doe@arkema.com

Jon Doe jon.doe@arkema.com

Jon Doe jon.doe@arkema.com

Filter by Author

This is the Filter by Author Filter. Here you can select an author.