Logbook

The Logbook allows you to track member notes, warnings, and disciplinary records. Keep a complete history of staff interactions and maintain accountability within your group.

Overview

The Logbook provides:

• Member Notes — Private notes about staff members
• Warnings — Formal warnings with severity levels
• Disciplinary Records — Track punishments and actions taken
• History Timeline — Complete chronological view of all entries

Accessing the Logbook

1. Navigate to Staff > Logbook in your workspace
2. Search for a member or browse recent entries
3. Click on a member to view their full record

Adding Entries

Member Notes

Add private notes about staff members that only workspace admins can see:

1. Open a member's profile
2. Click Add Note
3. Enter your note text
4. Optionally attach relevant context
5. Click Save

Notes are visible only to Admins and Owners. Use them for:

• Performance observations
• Training progress
• Behavioral patterns
• Positive achievements

Warnings

Issue formal warnings with severity tracking:

1. Open a member's profile
2. Click Issue Warning
3. Select severity level:
   • Minor — First offense, verbal reminder
   • Moderate — Pattern of behavior, formal warning
   • Severe — Serious violation, final warning
4. Enter the reason and any additional details
5. Click Issue Warning

Recording Actions

Document disciplinary actions taken:

1. Open a member's profile
2. Click Record Action
3. Select the action type:
   • Verbal Warning — Informal discussion
   • Written Warning — Formal documentation
   • Temporary Suspension — Time-limited removal
   • Demotion — Rank reduction
   • Termination — Removal from staff
4. Enter details and effective dates
5. Click Save Record

Viewing Member History

Each member has a timeline showing:

Filtering History

Filter entries by:

• Type — Notes, warnings, actions, rank changes
• Date Range — View specific time periods
• Author — Entries by specific admins
• Severity — Warning severity levels

Warning Thresholds

Configure automatic actions based on warning counts:

1. Go to Staff > Logbook > Settings
2. Set threshold rules:
   • 3 Minor Warnings → Auto-issue Moderate Warning
   • 2 Moderate Warnings → Auto-issue Severe Warning
   • 1 Severe Warning → Flag for review

Exporting Records

Export logbook data for external record-keeping:

1. Go to Staff > Logbook
2. Click Export
3. Select format:
   • PDF — Formatted report
   • CSV — Spreadsheet format
   • JSON — Data format
4. Choose date range and member scope
5. Download the export

Privacy & Access

Best Practices

1. Be objective — Document facts, not opinions
2. Be consistent — Apply the same standards to all members
3. Be timely — Record events promptly while details are fresh
4. Include context — Reference specific incidents or dates
5. Use progressive discipline — Start with minor warnings, escalate as needed

Integration with Activity Tracking

The Logbook integrates with Activity Tracking:

• Quota failures can automatically generate notes
• Extended inactivity can trigger warning reminders
• Activity patterns appear in member profiles for context

Configure these integrations in Staff > Activity Tracking > Settings.