Skip to content
  • There are no suggestions because the search field is empty.

Adding Log Templates

  • Click the Settings icon in the top-right corner of any screen.
  • In the top-left corner, when Settings appears, select Compliance Logs from the list.

Must Know! Only Super Admin, Full Access and Logs Super Users for the facility will be able to see this area.

Adding a New Log Template 

There are two methods to add a log to the facility Templates page:  

Method 1: Adding from Templates Tab 
  • On the Templates tab, click the Add New button Screenshot 2025-01-31 at 1.51.37 PM.

A screenshot of a chat Description automatically generated

When creating a NEW log template, the following fields are available: 

  • Log Category: Select the appropriate category for the log. 
  • Log Name: Assign a name to the log template. 
  • Allow Import of Previous Log Entry: Choose Yes or No (defaults to Yes). 
    • Yes: Allows data from the previous log entry to be imported. This option is useful for fields that rarely change. 
    • This option can be enabled or disabled for individual fields in the log builder. 

A screenshot of a computer Description automatically generated

Method 2:   Clone existing templates from the Global Library or Templates page. 

Logs can be cloned to save time and avoid recreating them.  

Example: An OR temp/humidity log can be cloned for multiple OR’s.  

If a facility needs to change a data field, the old log is deactivated, and the new one is activated. The logs are then "linked" together for easy viewing. 

  • Go to Templates or Global Library. 
  • In the Actions area, click Edit Log Template. 

log-template-1

  • Click Clone Template in the Action menu on the right side of the screen.  

log-template-2

The cloned template will be labeled with "CLONED -" and added to the list in the Templates page.  

Saving Log Templates 

Log templates are automatically saved as changes are made. There is no need for a Save button, as progress is saved in real time. 

Activating and Deactivating Logs 

Only active logs are available for data entry through the mobile app or web interface. By default, logs are inactive and must be manually activated.  This can be done in the Edit Log Template Action.   

Editing Log Templates 

Log templates can be edited before data collection begins. Once data collection starts, the template is locked to ensure data integrity. 

Helpful Hint: If a locked log template needs modification, it can be cloned, the new version activated, and the old version deactivated.

More information on building and editing logs can be found in Log Builder.

To find out how to manage scheduling logs, click on Log Scheduler.