Getting started with Logbooks

Getting to grips with your Conveya logbook.

1. Navigating Logbook Templates

Create logbook templates and manage them in the library!

From here you can use the quick action buttons to navigate to the following sections.

✅ Add people

✅ Duplicate/copy Logbook

✅ Edit

✅ Badges 

✅ Resources

✅ Delete 

2. Click on Create Logbook

To create a new logbook select the 'Create logbook button'.

Click on Create Logbook

3. Give your logbook a name

Every logbook needs a name! Enter it here. This will help you and your employees identify the logbook.

Give your logbook a name

4. Logbook Description

A description can be extremely useful for your employees to understand what the logbook might be used for.

Logbook Description

5. Link your logbook to other systems.

You can copy and paste a URL link here. You may want to link this logbook to an intranet or e-learning platform. 

Link your logbook to other systems.

6. What is a Private Logbook?

By selecting a private logbook, you are only allowing employees who are selected to be assigned to this logbook to get access to it.

This is the common step our users choose to set up their logbooks.

What is a Private Logbook?

7. What is a Public Logbook?

When you add people to your database they can automatically get access to a public logbook if you choose to create a logbook as 'public'.

What is a Public Logbook?

8. Public logbook - Join Request

If you decide to create a public logbook, you will be prompted to check a box to allow learners to request to join this logbook.

If you check this box learners will not automatically be able to get access to the logbook without the approval of the admin.

If the box remains unchecked learners can join the logbook without any approval and start submitting entries. 

9. Finalise your set up!

Select the create button and move on to the next step!

Finalise your set up!