Log Builder

• Navigate to Settings > Compliance Logs > Templates. 
• Find the desired log, then click on Actions (on the right-hand side). 
• Select Edit Log Template

Once in the log, there will be two tabs: Log Builder and Log Schedule.  (See Log Scheduler for more information.)

Clicking the Actions Button will provide the option to:

• Edit Template Details – Allows the user to change the category and name of the log, and to enable the option to import a previous log entry.

• Activate/Deactivate Log – Activates or deactivates the log.

• Clone Template – Duplicate the template. (See Adding Log Templates for more information.)

• Create Conditional Log – Allows the user to set up a conditional log. (See Conditional Logs for more information.)

• Print – Provides the option to print the log template at any time.

 The Log Builder tab provides the following options:

• Add instructions to appear at the top of the log entry form.

• A toggle to switch between Preview Editor and Table Editor modes.

Customizing Log Templates 

The Log Builder allows users to customize log templates with two main options: 

• Columns: Define the fields that will collect data. 
• Pre-Populated Rows: Automatically fill in data for each log entry. (ONLY AVAILABLE IN TABLE EDITOR) 

Column Types 

Users can add various field types as columns in the log template: 

• Checkboxes: Allow multiple selections. 
• Date: A field for entering dates. (Optional: Track expiration dates and set up email notifications for upcoming expirations.) 
• Dropdown: A list of options with a single selection. 
• Inventory: Select multiple items from the inventory database, with optional quantity input. 
• Mobile Scan: Use a mobile scanner to upload documents (PC/Laptop users can upload files instead). 
• Numeric: A field for number-only input. 
• Radio Buttons: Single selection from a list of options. 
• Signature: Capture signatures, including date and time. 
• Text: Free-form text input. 
• Time: A time input selector.

Collecting New Values 

Columns can be set to Always collect a new value (this option is checked by default). This setting controls whether a previous value will carry over or if a new value must be entered. 

• Example: For an expiration date column, uncheck this option if the expiration date should carry over from the previous entry. 

The blue dot indicates that a column is set to always collect a new value. 

Reordering Columns 

Columns can be easily reordered with drag-and-drop: 

• Click the column box. 
• Hold and drag it to the desired position. 

Setting Alerts 

Users can set up alerts for specific columns to notify when a value is out of compliance. 

• Click the bell iconnext to a column to set an alert. The bell icon will appear when hovering over the field.

 

Pre-Populated Rows 

Pre-populated rows automatically fill certain fields for each log entry, saving time and reducing errors. 

• Example: For a crash cart log, pre-populate fields such as Location, Item, and Quantity to save time and minimize data entry mistakes.