{"id":45391,"date":"2020-02-27T15:38:41","date_gmt":"2020-02-27T07:38:41","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=45391"},"modified":"2026-08-17T23:17:52","modified_gmt":"2026-08-17T15:17:52","slug":"shift-log-release-4-0-0","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/shift-log-releases\/shift-log-release-4-0-0\/","title":{"rendered":"Shift Log Release 4.0.0"},"content":{"rendered":"<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/02\/P2_RGB-Shift-Log-Icon.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-1223\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/02\/P2_RGB-Shift-Log-Icon.png\" alt=\"\" width=\"100\" height=\"115\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/02\/P2_RGB-Shift-Log-Icon.png 248w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/02\/P2_RGB-Shift-Log-Icon-130x150.png 130w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/02\/P2_RGB-Shift-Log-Icon-21x24.png 21w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/02\/P2_RGB-Shift-Log-Icon-31x36.png 31w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/02\/P2_RGB-Shift-Log-Icon-42x48.png 42w\" sizes=\"auto, (max-width: 100px) 100vw, 100px\" \/><\/a><\/p>\n<p class=\"intro-text\">P2 Shift Log version 4.0\u00a0 is a major release that re-invents Shift Log into a true collaboration tool. Shift Log 4.0 heralds a new era of interconnectivity between P2 Explorer modules, with advanced knowledge sharing capabilities.<\/p>\n<p class=\"intro-text\">The latest version of Shift Log is now directly accessible from within P2 Explorer. Shift Log has received a face lift while still retaining a familiar interface, and configuration will now be much simpler.<\/p>\n<p class=\"intro-text\">New to this version of Shift Log is the ability to create multiple shift patterns, simplified configuration, and the ability to share entries with other P2 modules.<\/p>\n<h2 class=\"page-subheading\" style=\"border-top: #cccccc 1px solid;\">Look and Feel and Terminology<\/h2>\n<p class=\"intro-text\">The Shift Log application has received a major face lift in this version.<\/p>\n<p><em>Shift Log v4:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL4.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-45557\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL4.png\" alt=\"\" width=\"730\" height=\"341\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL4.png 1242w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL4-768x358.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL4-150x70.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL4-600x280.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL4-1080x503.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL4-48x22.png 48w\" sizes=\"auto, (max-width: 730px) 100vw, 730px\" \/><\/a><\/p>\n<p><em>Shift Log v3.x:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL3x.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-45556\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL3x.png\" alt=\"\" width=\"730\" height=\"260\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL3x.png 2672w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL3x-768x274.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL3x-1536x547.png 1536w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL3x-2048x730.png 2048w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL3x-150x53.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL3x-600x214.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL3x-1080x385.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL3x-1280x456.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/SL3x-48x17.png 48w\" sizes=\"auto, (max-width: 730px) 100vw, 730px\" \/><\/a><\/p>\n<p class=\"intro-text\">Tighter integration with P2 Explorer means that some of the terminology has changed. All records are stored as entries, regardless of if they are an ongoing issue or a simple comment log.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/terminology.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45564\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/terminology.png\" alt=\"\" width=\"997\" height=\"351\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/terminology.png 997w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/terminology-768x270.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/terminology-150x53.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/terminology-600x211.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/terminology-48x17.png 48w\" sizes=\"auto, (max-width: 997px) 100vw, 997px\" \/><\/a><\/p>\n<p class=\"intro-text\">Here is a list of terms that have changed:<\/p>\n<table style=\"border: #cccccc 1px solid;\" width=\"0\">\n<thead>\n<tr style=\"border-top: #cccccc 1px solid;\">\n<td width=\"364\"><strong>Shift Log 4.0<\/strong><\/td>\n<td width=\"275\"><strong>Shift Log 3.x<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr style=\"border-top: #cccccc 1px solid;\">\n<td width=\"364\"><strong>Log Entry<br \/>\n<\/strong>In Shift Log, running comment logs are now referred to as \u201clog entries\u201d. A \u201ccomment\u201d in Explorer refers to a commentary item or observation about a tag or entity, which can be surfaced in various places throughout Explorer.<\/td>\n<td width=\"275\"><strong>Comment<\/strong><\/td>\n<\/tr>\n<tr style=\"border-top: #cccccc 1px solid;\">\n<td width=\"364\"><strong>Case Entry<br \/>\n<\/strong>Ongoing Issues can be created as Case entries, if they are also to appear in Case Management.<\/td>\n<td width=\"275\"><strong>Ongoing Issues<\/strong><\/td>\n<\/tr>\n<tr style=\"border-top: #cccccc 1px solid;\">\n<td width=\"364\"><strong>General Entry<br \/>\n<\/strong>Issues that will only appear in Shift Log.<\/td>\n<td width=\"275\"><strong>Ongoing Issue<\/strong><\/td>\n<\/tr>\n<tr style=\"border-top: #cccccc 1px solid;\">\n<td width=\"364\"><strong>Workbook<br \/>\n<\/strong>In Shift Log 3.x, log views were organised as a collection in a tree navigation structure.\u00a0 In Shift Log 4.0, Log Views are organised as pages within a Workbook.<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-pages.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45565\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-pages.png\" alt=\"\" width=\"142\" height=\"120\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-pages.png 142w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-pages-48x41.png 48w\" sizes=\"auto, (max-width: 142px) 100vw, 142px\" \/><\/a><\/td>\n<td width=\"275\"><strong>Log View Explorer<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-view-explorer.png\" rel=\"lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45566\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-view-explorer.png\" alt=\"\" width=\"156\" height=\"129\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-view-explorer.png 156w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-view-explorer-150x124.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-view-explorer-48x40.png 48w\" sizes=\"auto, (max-width: 156px) 100vw, 156px\" \/><\/a><br \/>\n<\/strong><\/td>\n<\/tr>\n<tr style=\"border-top: #cccccc 1px solid;\">\n<td width=\"364\"><strong>Page<br \/>\n<\/strong>A Log View in Shift Log 3.x was a screen that displayed a list of logs. In Shift Log 4.0, this is called a <em>page<\/em> within a Workbook.<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-log-page.png\" rel=\"lightbox-6\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45567\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-log-page.png\" alt=\"\" width=\"300\" height=\"102\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-log-page.png 300w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-log-page-150x51.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-log-page-48x16.png 48w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/td>\n<td width=\"275\"><strong>Log View<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl3-log-view.png\" rel=\"lightbox-7\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45568\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl3-log-view.png\" alt=\"\" width=\"300\" height=\"88\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl3-log-view.png 300w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl3-log-view-150x44.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl3-log-view-48x14.png 48w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><br \/>\n<\/strong><\/td>\n<\/tr>\n<tr style=\"border-top: #cccccc 1px solid;\">\n<td width=\"364\"><strong>Forms<br \/>\n<\/strong>In Shift Log 3.x, Subjects and Topics were used to define and categorise a real world object or concern. Shift Log 4.0 moves away from this paradigm and categorises entries according to the type of entry they are. Workbook pages can be configured to contain any number of log panels, where each log panel is assigned a <em>Form<\/em>. A form contains a set of pre-defined fields that should be completed by the person filling in the entry form.<\/td>\n<td width=\"275\"><strong>Subjects and Topics<\/strong><\/td>\n<\/tr>\n<tr style=\"border-top: #cccccc 1px solid;\">\n<td width=\"364\"><strong>Fields<br \/>\n<\/strong>A field in Shift Log 4 is simply a property on an entry form. A Form can contain properties that are required by the system, as well as properties that have been added by the Shift Log Administrator.<\/td>\n<td width=\"275\"><strong>Properties and Custom Properties<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h2 class=\"page-subheading\">Entries<\/h2>\n<p class=\"intro-text\">Shift Log 4.0 builds on Explorer\u2019s <em>Entries<\/em> subsystem, which is the cornerstone of our \u2018single event\u2019 philosophy. An entry is a record that connects data in such a way that it can be accessed by different P2 Explorer modules, such as Shift Log, Sentinel, and A-Plus. This means that an event in Sentinel can also be shared as an event in A-Plus, Case Management, and Shift Log. This results in a seamless user experience for the end user, team collaboration resulting in less double-handling of data, and contributing to better decision-making.<\/p>\n<p class=\"intro-text\">In Shift Log terms, when an operator makes a log entry, they are filling in part of the story. Another user in Case Management (for example) may pick up that entry and add further information to it, building upon the foundation until the full picture emerges.<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Workbooks<\/h2>\n<p class=\"intro-text\">Workbooks are like the Log View tree structure in previous versions of Shift Log, however they are much more powerful because of their tighter integration with Explorer. In future versions of Shift Log, Workbooks will also be able to contain Explorer pages and trends, paving the way for role-centric workflows.<\/p>\n<h3>Workbooks Menu<\/h3>\n<p class=\"intro-text\">Workbooks will appear in a Workbooks menu list, accessible from the shortcut menu on the left. Workbooks are arranged in alphabetical order, and users will only see the ones that they have privileges to view.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-menu.png\" rel=\"lightbox-8\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45576\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-menu.png\" alt=\"\" width=\"834\" height=\"353\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-menu.png 834w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-menu-768x325.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-menu-150x63.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-menu-600x254.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-menu-48x20.png 48w\" sizes=\"auto, (max-width: 834px) 100vw, 834px\" \/><\/a><\/p>\n<h3>Workbook Information<\/h3>\n<p class=\"intro-text\">Workbooks have the added benefit of being part of Explorer\u2019s collaboration network, so you can click the <strong>Info<\/strong> button in the ribbon to open the Explore panel on the right. Here you can find and add information about the workbook, including Knowledge Management and Commentary. You can also add the workbook to the site menu, by using the classification system developed for your specific needs.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-info.png\" rel=\"lightbox-9\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45577\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-info.png\" alt=\"\" width=\"1291\" height=\"778\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-info.png 1291w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-info-768x463.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-info-150x90.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-info-600x362.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-info-1080x651.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-info-1280x771.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-info-48x29.png 48w\" sizes=\"auto, (max-width: 1291px) 100vw, 1291px\" \/><\/a><\/p>\n<h3>Workbook Structure<\/h3>\n<p class=\"intro-text\">Workbooks have a distinct Look and feel, with a dark blue header and page list on the left. The workbook header contains the main functions specific to the workbook and shift, such as the Shift Navigator and Publishing function. Additional functions that apply to the workbook are contained in the workbook ribbon.<\/p>\n<p class=\"intro-text\">Workbooks can be configured in various layouts. In this version of Shift Log, the Shift Log administrator can configure workbooks to have a grid layout with any number of rows or columns. In the grid, cells can be configured to contain Log Entries, Case Entries, or General Entries.<\/p>\n<p class=\"intro-text\">Ultimately, Shift Log administrators will also be able to embed other Explorer components inside a workbook, such as charts, which will allow users to view production data alongside log entries pertaining to that data.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-structure.png\" rel=\"lightbox-10\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45578\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-structure.png\" alt=\"\" width=\"1027\" height=\"427\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-structure.png 1027w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-structure-768x319.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-structure-150x62.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-structure-600x249.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-structure-48x20.png 48w\" sizes=\"auto, (max-width: 1027px) 100vw, 1027px\" \/><\/a><\/p>\n<h3>Shift Navigation<\/h3>\n<p class=\"intro-text\">Our redesigned Shift Navigator makes it easy for you to select the shift you need. First click the date, and then click the shift. Click Apply, and you\u2019re done.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image013.png\" rel=\"lightbox-11\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-45579 alignleft\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image013.png\" alt=\"\" width=\"548\" height=\"436\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image013.png 682w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image013-150x119.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image013-600x478.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image013-48x38.png 48w\" sizes=\"auto, (max-width: 548px) 100vw, 548px\" \/><\/a>If you want to change the month or the year, click the name of the month at the top and then choose the month, or keep clicking to change the year.<\/p>\n<p class=\"intro-text\">You can also click the current date at the bottom to get back to today\u2019s date, if you get lost.<\/p>\n<p class=\"intro-text\">The Shift Picker also retains the familiar quick navigation controls:<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/back7.png\" rel=\"lightbox-12\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45580\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/back7.png\" alt=\"\" width=\"65\" height=\"26\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/back7.png 65w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/back7-48x19.png 48w\" sizes=\"auto, (max-width: 65px) 100vw, 65px\" \/><\/a> Back or Forward 7 Days<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image002.png\" rel=\"lightbox-13\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45581\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image002.png\" alt=\"\" width=\"57\" height=\"26\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image002.png 57w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image002-48x22.png 48w\" sizes=\"auto, (max-width: 57px) 100vw, 57px\" \/><\/a>\u00a0Previous or Next Shift\u00a0<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/latest.png\" rel=\"lightbox-14\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45582\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/latest.png\" alt=\"\" width=\"31\" height=\"26\" \/><\/a>\u00a0Go To Current Shift<\/p>\n<p class=\"intro-text\">The Shift Navigator also remembers where you left off, so if you reload the browser, the shift you had selected will be the one that is shown when the browser is reloaded.<\/p>\n<h3>Auto Refresh<\/h3>\n<p class=\"intro-text\">Workbooks are, by default, set to automatically refresh the displayed entry data every minute. Users can choose to turn this off if they do not want or need the data to be updated, such as if there is only one person using the forms in that workbook.<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/auto-refresh.png\" rel=\"lightbox-15\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-45586 alignright\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/auto-refresh.png\" alt=\"\" width=\"116\" height=\"40\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/auto-refresh.png 116w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/auto-refresh-48x17.png 48w\" sizes=\"auto, (max-width: 116px) 100vw, 116px\" \/><\/a><\/p>\n<h3>Hiding the Workbook Pages List<\/h3>\n<p class=\"intro-text\">In a workbook, you can see more of the workbook contents by hiding the page list. Click the <strong>&lt;&lt;<\/strong> arrows to the left of the workbook title to hide the page list, and click them again to unhide the list.<\/p>\n<table>\n<tbody>\n<tr>\n<td width=\"321\"><em>Click <strong>&lt;&lt;<\/strong> to hide the page list:<\/em><\/td>\n<td width=\"335\"><em>Click <strong>&gt;&gt;<\/strong> to show the page list:<\/em><\/td>\n<\/tr>\n<tr>\n<td width=\"321\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hide-pages.png\" rel=\"lightbox-16\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45587\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hide-pages.png\" alt=\"\" width=\"404\" height=\"237\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hide-pages.png 404w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hide-pages-150x88.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/hide-pages-48x28.png 48w\" sizes=\"auto, (max-width: 404px) 100vw, 404px\" \/><\/a><\/td>\n<td width=\"335\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/show-pages.png\" rel=\"lightbox-17\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45588\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/show-pages.png\" alt=\"\" width=\"404\" height=\"237\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/show-pages.png 404w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/show-pages-150x88.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/show-pages-48x28.png 48w\" sizes=\"auto, (max-width: 404px) 100vw, 404px\" \/><\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Entering Logs<\/h2>\n<p class=\"intro-text\">Entering logs in Shift Log 4 is very similar to the previous versions. In the log panel, click the + button.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-entry.png\" rel=\"lightbox-18\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45589\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-entry.png\" alt=\"\" width=\"953\" height=\"373\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-entry.png 953w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-entry-768x301.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-entry-150x59.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-entry-600x235.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-entry-48x19.png 48w\" sizes=\"auto, (max-width: 953px) 100vw, 953px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p class=\"intro-text\">The entry dialog has been modernised and improved to allow better collaboration and surfacing of information.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/entry-dialog.png\" rel=\"lightbox-19\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45590\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/entry-dialog.png\" alt=\"\" width=\"1026\" height=\"673\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/entry-dialog.png 1026w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/entry-dialog-768x504.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/entry-dialog-150x98.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/entry-dialog-600x394.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/entry-dialog-48x31.png 48w\" sizes=\"auto, (max-width: 1026px) 100vw, 1026px\" \/><\/a><\/p>\n<h3>Date Picker<\/h3>\n<p class=\"intro-text\">The new Date and Time Picker allows you to choose the date and time for a field. At the top, it displays the selected date and time, and you can click \u201cSet to current time\u201d at the bottom to automatically choose the current date and time.<\/p>\n<p class=\"intro-text\">Like the Shift Picker, you can also click the month above the calendar to drill down into changing month and\/or year.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/date-picker.png\" rel=\"lightbox-20\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45594\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/date-picker.png\" alt=\"\" width=\"528\" height=\"411\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/date-picker.png 528w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/date-picker-150x117.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/date-picker-48x37.png 48w\" sizes=\"auto, (max-width: 528px) 100vw, 528px\" \/><\/a><\/p>\n<h3>Text Formatting<\/h3>\n<p class=\"intro-text\">Shift Log allows you to format some text fields in entry forms. You can identify these fields in two ways:<\/p>\n<p class=\"intro-text\">Multiline fields have a formatting toolbar embedded in the field, and are usually large fields to enable lots of text to be entered. The toolbar provides the following formatting functions: Bold, Italics, Underline, Font size, Text and Background colours, Insert links, Numbered lists, and bullet lists.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/rich-text.png\" rel=\"lightbox-21\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45595\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/rich-text.png\" alt=\"\" width=\"325\" height=\"136\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/rich-text.png 325w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/rich-text-150x63.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/rich-text-48x20.png 48w\" sizes=\"auto, (max-width: 325px) 100vw, 325px\" \/><\/a><\/p>\n<p class=\"intro-text\">In Commentary fields, the formatting toolbar becomes visible when you highlight some text.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/rich-text-highlight.png\" rel=\"lightbox-22\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45596\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/rich-text-highlight.png\" alt=\"\" width=\"285\" height=\"105\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/rich-text-highlight.png 285w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/rich-text-highlight-150x55.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/rich-text-highlight-48x18.png 48w\" sizes=\"auto, (max-width: 285px) 100vw, 285px\" \/><\/a><\/p>\n<p class=\"intro-text\">Formatted text also appears in the log panel grid.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/rich-text-log-panel.png\" rel=\"lightbox-23\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45597\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/rich-text-log-panel.png\" alt=\"\" width=\"231\" height=\"93\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/rich-text-log-panel.png 231w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/rich-text-log-panel-150x60.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/rich-text-log-panel-48x19.png 48w\" sizes=\"auto, (max-width: 231px) 100vw, 231px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Adding Attachments<\/h2>\n<p class=\"intro-text\">You can attach photos, documents, and other files to an entry, from the Attachments tab to the right of the entry fields. You can either drag and drop a file into the grey box, or click the grey box to select a file using Windows. On a tablet device, you can tap the grey box and use the camera to upload a photo.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/attachments.png\" rel=\"lightbox-24\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45599\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/attachments.png\" alt=\"\" width=\"1028\" height=\"470\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/attachments.png 1028w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/attachments-768x351.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/attachments-150x69.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/attachments-600x274.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/attachments-48x22.png 48w\" sizes=\"auto, (max-width: 1028px) 100vw, 1028px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Auditing<\/h2>\n<p class=\"intro-text\">The history of changes to an entry is easily available from the Auditing tab in the Edit Entry dialog. Auditing will track all changes to fields associated with the entry. There are two types of changes that can occur to a field:<\/p>\n<ul class=\"intro-text\">\n<li><strong>Insert<\/strong>: A value has been added to a field for the first time.<\/li>\n<li><strong>Update<\/strong>: A change has been made to the value of an existing field.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/auditing.png\" rel=\"lightbox-25\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45600\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/auditing.png\" alt=\"\" width=\"1028\" height=\"572\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/auditing.png 1028w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/auditing-768x427.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/auditing-150x83.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/auditing-600x334.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/auditing-48x27.png 48w\" sizes=\"auto, (max-width: 1028px) 100vw, 1028px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Due Date<\/h2>\n<p class=\"intro-text\">If an entry has the Due Date field, the field will have a red background colour if the current date is past the due date and the entry is still open. This is highlighted in both the workbook and the entry form.<\/p>\n<table>\n<tbody>\n<tr>\n<td width=\"329\"><em>Overdue item in the workbook:<\/em><\/td>\n<td width=\"321\"><em>Overdue field in the entry form:<\/em><\/td>\n<\/tr>\n<tr>\n<td width=\"329\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/overdue-table.png\" rel=\"lightbox-26\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45601\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/overdue-table.png\" alt=\"\" width=\"609\" height=\"225\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/overdue-table.png 609w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/overdue-table-150x55.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/overdue-table-600x222.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/overdue-table-48x18.png 48w\" sizes=\"auto, (max-width: 609px) 100vw, 609px\" \/><\/a><\/td>\n<td width=\"321\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/overdue-entry.png\" rel=\"lightbox-27\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-45602\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/overdue-entry.png\" alt=\"\" width=\"277\" height=\"230\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/overdue-entry.png 545w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/overdue-entry-150x125.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/overdue-entry-48x40.png 48w\" sizes=\"auto, (max-width: 277px) 100vw, 277px\" \/><\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">When a user is assigned to an entry, and the entry has a Due Date field, the user will receive a notification, with the date identified.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/due-date-notification.png\" rel=\"lightbox-28\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45603\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/due-date-notification.png\" alt=\"\" width=\"409\" height=\"219\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/due-date-notification.png 409w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/due-date-notification-150x80.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/due-date-notification-48x26.png 48w\" sizes=\"auto, (max-width: 409px) 100vw, 409px\" \/><\/a><\/p>\n<p class=\"intro-text\">If the entry is a Case Entry, the Due Date field will also be highlighted in Case Management.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/due-date-cases.png\" rel=\"lightbox-29\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45604\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/due-date-cases.png\" alt=\"\" width=\"975\" height=\"142\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/due-date-cases.png 975w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/due-date-cases-768x112.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/due-date-cases-150x22.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/due-date-cases-600x87.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/due-date-cases-48x7.png 48w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Search<\/h2>\n<p class=\"intro-text\">All users are able to search text fields in entries for Shift Log and Case Management, by using the new Search bar in the upper right of the P2 Explorer header.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-bar.png\" rel=\"lightbox-30\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45606\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-bar.png\" alt=\"\" width=\"474\" height=\"35\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-bar.png 474w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-bar-150x11.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-bar-48x4.png 48w\" sizes=\"auto, (max-width: 474px) 100vw, 474px\" \/><\/a><\/p>\n<p class=\"intro-text\">Users can type the text to search for directly into the search bar and then press Enter to get immediate results.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-page.png\" rel=\"lightbox-31\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45607\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-page.png\" alt=\"\" width=\"1320\" height=\"664\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-page.png 1320w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-page-768x386.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-page-150x75.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-page-600x302.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-page-1080x543.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-page-1280x644.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-page-48x24.png 48w\" sizes=\"auto, (max-width: 1320px) 100vw, 1320px\" \/><\/a><\/p>\n<p class=\"intro-text\">On the left of the page, users can apply various filters to limit the search range.<\/p>\n<p class=\"intro-text\">On the right of the page, results are present in two ways: as a list or as a grid.<\/p>\n<table>\n<tbody>\n<tr>\n<td width=\"321\"><em>List view:<\/em><\/td>\n<td width=\"330\"><em>Grid view:<\/em><\/td>\n<\/tr>\n<tr>\n<td width=\"321\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-list.png\" rel=\"lightbox-32\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45608\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-list.png\" alt=\"\" width=\"476\" height=\"455\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-list.png 476w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-list-150x143.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-list-48x46.png 48w\" sizes=\"auto, (max-width: 476px) 100vw, 476px\" \/><\/a><\/td>\n<td width=\"330\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-grid.png\" rel=\"lightbox-33\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45609\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-grid.png\" alt=\"\" width=\"581\" height=\"453\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-grid.png 581w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-grid-150x117.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-grid-48x37.png 48w\" sizes=\"auto, (max-width: 581px) 100vw, 581px\" \/><\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">In the List view, clicking the entry title or the icon on the right, opens the entry in the Explore panel, where you can update values if the entry is not locked.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-open.png\" rel=\"lightbox-34\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45610\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-open.png\" alt=\"\" width=\"717\" height=\"581\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-open.png 717w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-open-150x122.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-open-600x486.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/search-open-48x39.png 48w\" sizes=\"auto, (max-width: 717px) 100vw, 717px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Shift Handover<\/h2>\n<p class=\"intro-text\">A workbook can be published by clicking the <strong>Publish<\/strong> icon in the workbook header. This locks log entries for that shift and prevents further edits to the log. Note that only logs using the <strong>Log Entry Form<\/strong> are locked; Case Entries and General Entries are not locked.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-submit.png\" rel=\"lightbox-35\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45612\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-submit.png\" alt=\"\" width=\"1021\" height=\"216\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-submit.png 1021w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-submit-768x162.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-submit-150x32.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-submit-600x127.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-submit-48x10.png 48w\" sizes=\"auto, (max-width: 1021px) 100vw, 1021px\" \/><\/a><\/p>\n<p class=\"intro-text\">After publishing, a lock symbol indicates which log is locked against further entry.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-locked.png\" rel=\"lightbox-36\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45613\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-locked.png\" alt=\"\" width=\"1022\" height=\"216\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-locked.png 1022w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-locked-768x162.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-locked-150x32.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-locked-600x127.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-locked-48x10.png 48w\" sizes=\"auto, (max-width: 1022px) 100vw, 1022px\" \/><\/a><\/p>\n<p class=\"intro-text\">You can click the same Publish icon to unpublish the workbook.<\/p>\n<p class=\"intro-text\">For workbooks that have a Handover Report configured, the report can be printed by clicking the <strong>Print<\/strong> button in the workbook header.\u00a0The handover report can be printed at any time, not only after a workbook has been published.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/print-handover.png\" rel=\"lightbox-37\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45614\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/print-handover.png\" alt=\"\" width=\"1021\" height=\"427\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/print-handover.png 1021w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/print-handover-768x321.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/print-handover-150x63.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/print-handover-600x251.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/print-handover-48x20.png 48w\" sizes=\"auto, (max-width: 1021px) 100vw, 1021px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Exporting Logs<\/h2>\n<p class=\"intro-text\">You can export the data for a particular log panel to a .csv file, by clicking the Export button in the log panel header. This will download a .csv file onto your machine.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/export-logs.png\" rel=\"lightbox-38\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45615\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/export-logs.png\" alt=\"\" width=\"539\" height=\"110\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/export-logs.png 539w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/export-logs-150x31.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/export-logs-48x10.png 48w\" sizes=\"auto, (max-width: 539px) 100vw, 539px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Filtering Logs<\/h2>\n<p class=\"intro-text\">Users of Shift Log can apply filters to a log to further restrict what is being displayed, by clicking the Filter button in the log panel header.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-filter.png\" rel=\"lightbox-39\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45616\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-filter.png\" alt=\"\" width=\"539\" height=\"110\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-filter.png 539w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-filter-150x31.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-filter-48x10.png 48w\" sizes=\"auto, (max-width: 539px) 100vw, 539px\" \/><\/a><\/p>\n<p class=\"intro-text\">This will open a dialog box containing the filtering options. Here is what you can do with the filtering options:<\/p>\n<ul class=\"intro-text\">\n<li>Apply a previously-saved filter, by choosing it from the drop-down list in the top right.<\/li>\n<li>Save a new filter, by clicking the <strong>Save Filter<\/strong> button at the bottom left.<\/li>\n<li>Reset the criteria back to blank, by clicking the <strong>Clear Filter<\/strong> button at the top. This does not affect saved filters.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/entry-filter.png\" rel=\"lightbox-40\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45617\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/entry-filter.png\" alt=\"\" width=\"654\" height=\"624\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/entry-filter.png 654w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/entry-filter-150x143.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/entry-filter-600x572.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/entry-filter-48x46.png 48w\" sizes=\"auto, (max-width: 654px) 100vw, 654px\" \/><\/a><\/p>\n<p class=\"intro-text\">You can filter on any field available in the log, even on fields that have been hidden from view. To filter on a field, first choose the field, then set the type of comparison you want to make, and then state the value that you want the filter to meet.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-comparison.png\" rel=\"lightbox-41\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-45618\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-comparison.png\" alt=\"\" width=\"719\" height=\"411\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-comparison.png 847w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-comparison-768x439.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-comparison-150x86.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-comparison-600x343.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/filter-comparison-48x27.png 48w\" sizes=\"auto, (max-width: 719px) 100vw, 719px\" \/><\/a><\/p>\n<p class=\"intro-text\">The filter criteria can be grouped into sections. For each <strong>Filter Group<\/strong>, all of the criteria within the group must be met for the filter to work (each criteria is a logical AND operation).<\/p>\n<p class=\"intro-text\">However, the filter groups themselves act as a logical OR operation, where <em>any<\/em> of the filter groups can be true for the filter to return a value.<\/p>\n<h3>Saving a Filter<\/h3>\n<p class=\"intro-text\">After you have defined a filter on a log, you can save that filter to use again whenever that log\u2019s form is used in a workbook. For example, if you save a filter with the name \u201cEnvironmental\u201d for a workbook that uses a Case Entry log with an HSE form, then wherever that HSE form is used, you will see the \u201cEnvironmental\u201d filter.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/save-filter.png\" rel=\"lightbox-42\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45619\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/save-filter.png\" alt=\"\" width=\"266\" height=\"193\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/save-filter.png 266w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/save-filter-150x109.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/save-filter-48x35.png 48w\" sizes=\"auto, (max-width: 266px) 100vw, 266px\" \/><\/a><\/p>\n<p class=\"intro-text\">You can also delete a filter by clicking the red bin icon next to the filter in the list.<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Simplified Configuration<\/h2>\n<p class=\"intro-text\">Shift Log back-end administration and configuration is done mainly in P2 Server Management, while creating and configuring workbooks is done in P2 Explorer.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-config.png\" rel=\"lightbox-43\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-45621 alignright\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-config.png\" alt=\"\" width=\"200\" height=\"371\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-config.png 332w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-config-81x150.png 81w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-config-26x48.png 26w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a>There are 3 main sections in Server Management that are relevant for Shift Log:<\/p>\n<ul class=\"intro-text\">\n<li><strong><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/svr-config.png\" rel=\"lightbox-44\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45622\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/svr-config.png\" alt=\"\" width=\"32\" height=\"32\" \/><\/a>\u00a0General Server configuration<\/strong>:<br \/>\nThe main setting of interest here is Named Lists, which is where you can configure pre-defined custom pick-lists.<\/li>\n<li><strong><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-admin.png\" rel=\"lightbox-45\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45623\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-admin.png\" alt=\"\" width=\"32\" height=\"30\" \/><\/a>\u00a0Shift Log administration<\/strong>:<br \/>\nThis contains the main workbook setup and configuration, with forms and fields being the backbone of setting up entry forms.<\/li>\n<li><strong><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sites.png\" rel=\"lightbox-46\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45624\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sites.png\" alt=\"\" width=\"32\" height=\"31\" \/><\/a>\u00a0Sites<\/strong>:<br \/>\nThis is where you can configure the sites and shift patterns that are at the core of Shift Log.<\/li>\n<\/ul>\n<h3>Fields<\/h3>\n<p class=\"intro-text\">Fields are the properties that appear in an entry: in the log panel table and in the entry dialog. Fields must be assigned to a Form in order for them to appear in Shift Log. The same field (such as Category) can be assigned to many forms, so they are created separately.<\/p>\n<p class=\"intro-text\">To create a field, simply click <strong>Add Field<\/strong> and then fill in the details on the right. The following types of fields may be added:<\/p>\n<ul class=\"intro-text\">\n<li><strong>Boolean<\/strong>: This field will appear as a check box in the dialog, and in that table will appear as a True or False value.<\/li>\n<li><strong>Datetime<\/strong>: In the dialog, this will allow users to choose a date and time by using a date picker. The date and time will appear in the table in the format that the administrator chooses.<\/li>\n<li><strong>Decimal<\/strong>: A number field which allows the administrator to specify the number of decimal places.<\/li>\n<li><strong>Entity<\/strong>: In the dialog, the user can type part of the entity\u2019s name, and the resulting list will show the top 10 matches to choose from. The administrator can choose to restrict the available entities to a certain hierarchy or template.<\/li>\n<li><strong>Integer<\/strong>: A number field in which users can only enter a whole number.<\/li>\n<li><strong>List<\/strong>: In the dialog, the user can choose items from a pre-defined Named List. The administrator can specify whether only a single item should be selected, or if multiple items can be selected.<\/li>\n<li><strong>Text<\/strong>: Free-format text that the user can enter. The administrator can choose whether this should be a single line of text, or if more text can be added. A text formatting toolbar will be displayed if multi-line text is chosen.<\/li>\n<li><strong>User<\/strong>: In the dialog, the user can type part of a person\u2019s name, and the resulting list will show the top 10 matches to choose from.<\/li>\n<\/ul>\n<p class=\"intro-text\">Some fields come configured by default and are reserved for system use.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/fields.png\" rel=\"lightbox-47\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45626\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/fields.png\" alt=\"\" width=\"1853\" height=\"666\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/fields.png 1853w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/fields-768x276.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/fields-1536x552.png 1536w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/fields-150x54.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/fields-600x216.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/fields-1080x388.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/fields-1280x460.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/fields-48x17.png 48w\" sizes=\"auto, (max-width: 1853px) 100vw, 1853px\" \/><\/a><\/p>\n<h4>Named Lists<\/h4>\n<p class=\"intro-text\">There is often a requirement to present users with a specific list of choices to choose from \u2013 for example priority, category, and so on. These lists can be created in P2 Server Management as a Named List. Once created, a named list can be used for a field in Shift Log, and other places as well.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/named-list.png\" rel=\"lightbox-48\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45627\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/named-list.png\" alt=\"\" width=\"1198\" height=\"647\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/named-list.png 1198w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/named-list-768x415.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/named-list-150x81.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/named-list-600x324.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/named-list-1080x583.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/named-list-48x26.png 48w\" sizes=\"auto, (max-width: 1198px) 100vw, 1198px\" \/><\/a><\/p>\n<h3>Forms<\/h3>\n<p class=\"intro-text\">A Form defines both the type of entries that will be created, and the fields that the entries will contain. Forms can be:<\/p>\n<p class=\"intro-text\"><strong><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-icon.png\" rel=\"lightbox-49\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45628\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-icon.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/a>\u00a0Case Entry<\/strong>: An ongoing issue that also appears in Case Management. These entries remain visible in Shift Log until they are closed.<\/p>\n<p class=\"intro-text\"><strong><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/general.png\" rel=\"lightbox-50\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45629\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/general.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/a>\u00a0General Entry<\/strong>: An ongoing issue that only appears in Shift Log. Similar to Case entries, they will remain visible in Shift Log until they are closed.<\/p>\n<p class=\"intro-text\"><strong><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-icon.png\" rel=\"lightbox-51\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45630\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-icon.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/a>\u00a0Log Entry<\/strong>: An entry (\u201ccomment\u201d in previous Shift Log versions) that only appears in a particular shift.<\/p>\n<p class=\"intro-text\">When a workbook is configured to contain a Case Entry, for example, you need to specify the Case Entry Form that will determine the fields.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-form.png\" rel=\"lightbox-52\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45631\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-form.png\" alt=\"\" width=\"2199\" height=\"1740\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-form.png 2199w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-form-768x608.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-form-1536x1215.png 1536w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-form-2048x1621.png 2048w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-form-150x119.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-form-600x475.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-form-1080x855.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-form-1280x1013.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/case-form-48x38.png 48w\" sizes=\"auto, (max-width: 2199px) 100vw, 2199px\" \/><\/a><\/p>\n<p class=\"intro-text\">Case, General, and Log entries all have a different set of default system fields associated with them. In addition to these, an administrator can add further fields as required. The default fields for each type are:<\/p>\n<table width=\"0\">\n<thead>\n<tr>\n<td width=\"128\"><strong>System Fields<\/strong><\/td>\n<td width=\"142\"><strong>General Entry<\/strong><\/td>\n<td colspan=\"2\" width=\"217\"><strong>Case Entry<\/strong><\/td>\n<td width=\"161\"><strong>Log Entry<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td width=\"128\">\n<ul>\n<li>Created By<\/li>\n<li>Created Date<\/li>\n<li>ID<\/li>\n<li>Last Modified By<\/li>\n<li>Last Modified Date<\/li>\n<\/ul>\n<\/td>\n<td width=\"142\">\n<ul>\n<li>Assigned To<\/li>\n<li>Closed Date<\/li>\n<li>Description<\/li>\n<li>Status<\/li>\n<li>Time Open<\/li>\n<\/ul>\n<\/td>\n<td width=\"113\">\n<ul>\n<li>Assigned To<\/li>\n<li>Category<\/li>\n<li>Closed Date<\/li>\n<li>Description<\/li>\n<li>Due Date<\/li>\n<\/ul>\n<\/td>\n<td width=\"104\">\n<ul>\n<li>Entity<\/li>\n<li>Priority<\/li>\n<li>Procedure<\/li>\n<li>Status<\/li>\n<li>Time Open<\/li>\n<li>Title<\/li>\n<\/ul>\n<\/td>\n<td width=\"161\">\n<ul>\n<li>Description<\/li>\n<li>Event Time<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">The fields on a Form can optionally have default values, be made mandatory, or be made editable or read-only.<\/p>\n<p class=\"intro-text\">In the <strong>Defaults<\/strong> section, the administrator can also choose various options for how the field is to appear in Shift Log: both in the log table view and in the edit dialog view.<\/p>\n<p class=\"intro-text\">For the <strong>table view<\/strong>, you can choose to show or hide a field, and how wide the table column should be for that field. You can also drag and drop each field to change the order in which it appears. Depending on the type of field, there may be additional configuration options.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/table-view.png\" rel=\"lightbox-53\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-45632\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/table-view.png\" alt=\"\" width=\"728\" height=\"399\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/table-view.png 996w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/table-view-768x421.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/table-view-150x82.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/table-view-600x329.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/table-view-48x26.png 48w\" sizes=\"auto, (max-width: 728px) 100vw, 728px\" \/><\/a><\/p>\n<p class=\"intro-text\">For the <strong>dialog view<\/strong>, You can also choose whether to show or hide the field, and you can drag and drop to change the order. Depending on the type of field, there may be additional configuration options.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/dialog-view.png\" rel=\"lightbox-54\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-45633\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/dialog-view.png\" alt=\"\" width=\"728\" height=\"379\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/dialog-view.png 989w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/dialog-view-768x400.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/dialog-view-150x78.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/dialog-view-600x312.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/dialog-view-48x25.png 48w\" sizes=\"auto, (max-width: 728px) 100vw, 728px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h3>Defining Sites and Shifts<\/h3>\n<p class=\"intro-text\">Shift Log allows you to define shifts on a per-site basis. For each site, you specify the details of the site (name, description, etc) and the shift pattern for that site.<\/p>\n<p class=\"intro-text\">A shift pattern is a 24-hour period divided into equal portions of time, with a start time being the time the first shift starts. You can also specify the length of the shifts in that pattern. Shifts can be 6, 8, 12, 24 hours long.<\/p>\n<p class=\"intro-text\">Shifts have a name, and you can also disable shifts \u2013 for example, if you only want a single 8-hour shift per day.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-patterns.png\" rel=\"lightbox-55\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45634\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-patterns.png\" alt=\"\" width=\"2237\" height=\"1188\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-patterns.png 2237w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-patterns-768x408.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-patterns-1536x816.png 1536w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-patterns-2048x1088.png 2048w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-patterns-150x80.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-patterns-600x319.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-patterns-1080x574.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-patterns-1280x680.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/shift-patterns-48x25.png 48w\" sizes=\"auto, (max-width: 2237px) 100vw, 2237px\" \/><\/a><\/p>\n<h3>Creating a Workbook<\/h3>\n<p class=\"intro-text\">To create a workbook, simply click the <strong>New Workbook<\/strong> button in the Home tab of the ribbon.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/new-wb-icon.png\" rel=\"lightbox-56\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45635\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/new-wb-icon.png\" alt=\"\" width=\"1289\" height=\"173\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/new-wb-icon.png 1289w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/new-wb-icon-768x103.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/new-wb-icon-150x20.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/new-wb-icon-600x81.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/new-wb-icon-1080x145.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/new-wb-icon-1280x172.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/new-wb-icon-48x6.png 48w\" sizes=\"auto, (max-width: 1289px) 100vw, 1289px\" \/><\/a><\/p>\n<h3>Configuring a Workbook<\/h3>\n<p class=\"intro-text\">It is now much easier to configure Shift Log, with Workbooks being the heart and soul of the system. A workbook is usually organised around a set of activities for a role. You can structure the workbook to have as many pages as required to record activities for the role. You can also rename and remove pages from the workbook.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-studio.png\" rel=\"lightbox-57\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45636\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-studio.png\" alt=\"\" width=\"1406\" height=\"690\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-studio.png 1406w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-studio-768x377.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-studio-150x74.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-studio-600x294.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-studio-1080x530.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-studio-1280x628.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/workbook-studio-48x24.png 48w\" sizes=\"auto, (max-width: 1406px) 100vw, 1406px\" \/><\/a><\/p>\n<p class=\"intro-text\">Workbooks are configured in a similar way to pages in P2 Explorer. First, you choose the layout of the workbook by setting the number of rows and columns in the Grid Layout component. Then, you add a Shift Log component corresponding to the type of entry you want to create.<\/p>\n<p class=\"intro-text\">There are 3 steps to configuring the component: first, specify the Form you want to use, and optionally apply a sort order and\/or grouping. Next, you can choose to filter the entries by one or more fields. You can also drag and drop the filters to change the order in which they apply.<\/p>\n<p class=\"intro-text\">Finally, you can fine-tune how the fields are displayed in the table view and in the entry dialog. You can specify a different name for the field, and you can override certain settings if required. You can also choose to hide fields.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-entry-config.png\" rel=\"lightbox-58\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45637\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-entry-config.png\" alt=\"\" width=\"345\" height=\"361\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-entry-config.png 345w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-entry-config-143x150.png 143w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-entry-config-46x48.png 46w\" sizes=\"auto, (max-width: 345px) 100vw, 345px\" \/><\/a> <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-entry-table-view.png\" rel=\"lightbox-59\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45638\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-entry-table-view.png\" alt=\"\" width=\"348\" height=\"311\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-entry-table-view.png 348w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-entry-table-view-150x134.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/log-entry-table-view-48x43.png 48w\" sizes=\"auto, (max-width: 348px) 100vw, 348px\" \/><\/a><\/p>\n<h4>Handover Reports<\/h4>\n<p class=\"intro-text\">Handover reports are configured in a very similar way to the entry components, by adding the Shift Handover component to the page. Only pages with a Shift Handover component can be printed.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-reports.png\" rel=\"lightbox-60\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45639\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-reports.png\" alt=\"\" width=\"1406\" height=\"715\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-reports.png 1406w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-reports-768x391.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-reports-150x76.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-reports-600x305.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-reports-1080x549.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-reports-1280x651.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/handover-reports-48x24.png 48w\" sizes=\"auto, (max-width: 1406px) 100vw, 1406px\" \/><\/a><\/p>\n<p class=\"intro-text\">You need to add a Shift Handover component for each Form you want to include in the handover report, and you apply Filters and Column settings to configure them exactly the same way as you have configured them in the workbook.<\/p>\n<p class=\"intro-text\">We recommend including the Report Header only on the first Shift Handover component on the page \u2013 this will display the report title and shift details.<\/p>\n<p class=\"intro-text\">There are 2 important details for the Shift Handover page. The first is to set the rows in your grid to have Dynamic height \u2013 this will ensure the report displays all entries and will print nicely.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/dynamic-grid.png\" rel=\"lightbox-61\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-45640\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/dynamic-grid.png\" alt=\"\" width=\"363\" height=\"389\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/dynamic-grid.png 503w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/dynamic-grid-140x150.png 140w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/dynamic-grid-45x48.png 45w\" sizes=\"auto, (max-width: 363px) 100vw, 363px\" \/><\/a><\/p>\n<p class=\"intro-text\">Secondly, in the workbook settings, you need to specify which page of the workbook is the handover report.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-handover-settings.png\" rel=\"lightbox-62\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45641\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-handover-settings.png\" alt=\"\" width=\"1323\" height=\"663\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-handover-settings.png 1323w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-handover-settings-768x385.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-handover-settings-150x75.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-handover-settings-600x301.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-handover-settings-1080x541.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-handover-settings-1280x641.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-handover-settings-48x24.png 48w\" sizes=\"auto, (max-width: 1323px) 100vw, 1323px\" \/><\/a><\/p>\n<h4>Saving a Workbook<\/h4>\n<p class=\"intro-text\">When creating a workbook, you need to save the workbook itself as well as the individual pages inside the workbook. There are 3 ways to save:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image065.png\" rel=\"lightbox-63\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-45642\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image065.png\" alt=\"\" width=\"574\" height=\"209\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image065.png 686w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image065-150x55.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image065-600x219.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/image065-48x17.png 48w\" sizes=\"auto, (max-width: 574px) 100vw, 574px\" \/><\/a><\/p>\n<ul class=\"intro-text\">\n<li><strong>Save Page<\/strong>: Save the currently selected page. The page will be saved into the same workspace as the workbook.<\/li>\n<li><strong>Save Workbook<\/strong>: Save the workbook settings \u2013 note that any modified or new pages in the workbook will not be saved, and the workbook will remain open for editing. Workbooks are saved into a workspace.<\/li>\n<li><strong>Finish Workbook<\/strong>: Save the workbook settings and pages, and then close edit mode to view the workbook.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/save-wb.png\" rel=\"lightbox-64\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45643\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/save-wb.png\" alt=\"\" width=\"527\" height=\"327\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/save-wb.png 527w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/save-wb-150x93.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/save-wb-48x30.png 48w\" sizes=\"auto, (max-width: 527px) 100vw, 527px\" \/><\/a><\/p>\n<h4>Workbook Settings &amp; Security<\/h4>\n<p class=\"intro-text\">You can set security and other settings for a workbook when you are editing it. Click the <strong>Settings<\/strong> button in the ribbon to open the <strong>Workbook Settings<\/strong> panel. You can specify the following settings:<\/p>\n<ul class=\"intro-text\">\n<li>Name of the workbook (see <a href=\"#Saving_a_Workbook\">Saving a Workbook<\/a>).<\/li>\n<li>The Site and Shift Pattern to use for the workbook (see <a href=\"#Defining_Sites_and_Shifts\">Defining Sites and Shifts<\/a>).<\/li>\n<li>The page that is to be used for handover reporting (see <a href=\"#Handover_Reports\">Handover Reports<\/a>).<\/li>\n<li>View and adjust privileges that apply to the workbook.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-settings.png\" rel=\"lightbox-65\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45644\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-settings.png\" alt=\"\" width=\"1323\" height=\"663\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-settings.png 1323w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-settings-768x385.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-settings-150x75.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-settings-600x301.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-settings-1080x541.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-settings-1280x641.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/wb-settings-48x24.png 48w\" sizes=\"auto, (max-width: 1323px) 100vw, 1323px\" \/><\/a><\/p>\n<p class=\"intro-text\">Security privileges are inherited from the workspace the workbook is saved into. You can restrict access to a workbook by removing the View privilege on that role. For details on locking down a workbook, refer to the Help Center article <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/locking-down-an-object\/\">Locking Down an Object<\/a>.<\/p>\n<p class=\"intro-text\">It is also now much easier to add a user to a Role from Workbook Settings. When you hover over the role, an <strong>Add User<\/strong> <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-user-icon.png\" rel=\"lightbox-66\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45645\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-user-icon.png\" alt=\"\" width=\"20\" height=\"15\" \/><\/a>\u00a0button appears. Click this button to select and add the user.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-wb-user.png\" rel=\"lightbox-67\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45646\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-wb-user.png\" alt=\"\" width=\"849\" height=\"360\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-wb-user.png 849w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-wb-user-768x326.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-wb-user-150x64.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-wb-user-600x254.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/add-wb-user-48x20.png 48w\" sizes=\"auto, (max-width: 849px) 100vw, 849px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Explorer 4.8 Support<\/h2>\n<p class=\"intro-text\">Shift Log 4.0 has been built from the ground up to be unified with P2 Explorer 4.8 and later. Entities in Explorer are now simply a part of Shift Log, without needing to be especially imported. New technology allows Case Entries to also appear in Case Management.<\/p>\n<h3>Updated Framework<\/h3>\n<p class=\"intro-text\">When Shift Log is enabled in P2 Explorer 4.8, you will see a minor change to the look and feel of the surrounding framework. The grey header has been changed to a black header, and a new shortcut menu panel has been added to the left. The hierarchy and tag navigators can now be accessed from here, without needing to go to the ribbon.<\/p>\n<p class=\"intro-text\"><em>Explorer Framework Version 4.8 with Shift Log enabled:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-enabled.png\" rel=\"lightbox-68\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45647\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-enabled.png\" alt=\"\" width=\"1286\" height=\"462\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-enabled.png 1286w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-enabled-768x276.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-enabled-150x54.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-enabled-600x216.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-enabled-1080x388.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-enabled-1280x460.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-enabled-48x17.png 48w\" sizes=\"auto, (max-width: 1286px) 100vw, 1286px\" \/><\/a><\/p>\n<p class=\"intro-text\"><em>Explorer Framework with Shift Log not enabled:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-disabled.png\" rel=\"lightbox-69\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45648\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-disabled.png\" alt=\"\" width=\"1307\" height=\"625\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-disabled.png 1307w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-disabled-768x367.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-disabled-150x72.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-disabled-600x287.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-disabled-1080x516.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-disabled-1280x612.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/sl-disabled-48x23.png 48w\" sizes=\"auto, (max-width: 1307px) 100vw, 1307px\" \/><\/a><\/p>\n<p class=\"intro-text\">You can use the menu icon in the top left corner to show or hide the shortcut menu panel.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/menu-icon.png\" rel=\"lightbox-70\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45649\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/menu-icon.png\" alt=\"\" width=\"417\" height=\"150\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/menu-icon.png 417w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/menu-icon-150x54.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/02\/menu-icon-48x17.png 48w\" sizes=\"auto, (max-width: 417px) 100vw, 417px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>P2 Shift Log version 4.0\u00a0 is a major release that re-invents Shift Log into a true collaboration tool. Shift Log 4.0 heralds a new era of interconnectivity between P2 Explorer modules, with advanced knowledge sharing capabilities.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/shift-log-releases\/shift-log-release-4-0-0\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":1,"featured_media":45554,"parent":44328,"menu_order":83,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[7],"tags":[848],"class_list":["post-45391","page","type-page","status-publish","has-post-thumbnail","hentry","category-release-notes","tag-shift-log","Version-4-0","Product-shiftlog"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/45391","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=45391"}],"version-history":[{"count":33,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/45391\/revisions"}],"predecessor-version":[{"id":45655,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/45391\/revisions\/45655"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/44328"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/45554"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=45391"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=45391"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=45391"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}