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Use Info Logs to store any kind of useful information that doesn't fit into another
part of Goldenseal.
DOCUMENT LOG BASICS
When to Use | Entering Info Logs | Data Fields | Using
Info Logs
WORKING WITH DOCUMENT LOG RECORDS
Entering Records | Changing Records | Deleting
Records | Voiding Records
Finding Records | Sorting Records | Fixing Mistakes
RELATED TOPICS
Address Book | Contact Log | Document Log
When to Use Info Logs
Use the Info Log to store useful information of any kind. You may find
it helpful to include any of the following:
- "How to" instructions
- Employee job descriptions
- Registration, ID and warranty numbers
- Text of interesting articles or e-mails that you receive
- Useful web site addresses
Entering Info Logs
To enter an Info Log record, follow these steps:
- Choose Info Logs from the Income menu.
- Click the New button, or click on an existing item and click the Edit button.
- Enter details for the record.
QUICK
SETUP HINT-- There are no required fields. You can enter whatever
you need to describe each item.
Data Fields
Enter the following information for each Info Log record:
Subject-- Enter a brief name for the information.
Description-- Enter a more complete description for the information.
HINT-- It's a good idea to include any "key words" that you may try to use later to find this information.
Full Details-- Enter the complete text of the policy or procedure you're including.
Entered-- Goldenseal automatically enters the date this item was created.
Record Number-- Goldenseal automatically enters a record number.
Last Revised-- Goldenseal automatically enters the date this item was last changed.
Info Type-- Enter the Info Type under which you'd like to include this item.
Entered By-- Enter the employee who entered this information.
Using Info Logs
Use Info Log records as a reference.
Use the Find command to search for key words or for a particular Info Type, so you can locate the specific information you need.
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