> For the complete documentation index, see [llms.txt](https://knowledge.maica.com.au/maica-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.maica.com.au/maica-knowledge-base/shifts/shift-actions/shift-notes.md).

# Shift Notes

Learn about taking Notes within a Shift

## How do I record a Shift Note(s)?

To begin recording Shift Note(s), simply open a Shift and then click the `Notes` button at the bottom of the screen to bring up the dialogue box.&#x20;

Once selected, you can create a new note by selecting the `+` button in the top right corner of the screen, as shown below.&#x20;

<figure><img src="https://2670482622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhehRshYIRk6XUlay9L3b%2Fuploads%2F8vwuDPqKO9RkkCafe7gD%2Fnew%20note.png?alt=media&amp;token=c8924d5b-a6c4-4425-b68f-7b1cff78690c" alt=""><figcaption></figcaption></figure>

Once a new Note has been created, you will be prompted to populate a number of customisable fields.&#x20;

{% hint style="info" %}
In order to open and close the text input box, select the arrow on the far right hand side of the screen, as shown below. &#x20;
{% endhint %}

<figure><img src="https://2670482622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhehRshYIRk6XUlay9L3b%2Fuploads%2FbNL0GQEtVjKfTnuw4dXd%2Fshift%20text%20box.png?alt=media&amp;token=f0a6cef1-6b56-4747-9b0c-e42d4b4c36f1" alt=""><figcaption></figcaption></figure>

This will open up the text input box for custom Note(s). Here, you can also add a Note Template, by clicking the button shown below.&#x20;

<figure><img src="https://2670482622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhehRshYIRk6XUlay9L3b%2Fuploads%2FvrLWs2xZtDip7ZRVzq3V%2Fshift%20template.png?alt=media&amp;token=3e577d4f-5ff1-48cf-8e44-d40cdb2c26b1" alt=""><figcaption></figcaption></figure>

Click the `Blue Tick` in the upper corner to save your letter after you have filled in the required fields and entered your Note.

## Participant Note Actions

Once you have created your Note(s), additional actions will become available. These actions are detailed below.&#x20;

<figure><img src="https://2670482622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhehRshYIRk6XUlay9L3b%2Fuploads%2FpwXKqZrXcVcGw7pcCzTv%2Fshift%20note%20actions.png?alt=media&amp;token=97ab7cbe-9cdb-4d51-bfec-6cb7e747c5e6" alt=""><figcaption></figcaption></figure>

### 1. Attach Files&#x20;

To begin attaching a file, simply click the `Files` button at the top right corner of the Note to bring up the dialogue box. Once selected, you can attach files to the Note. This includes the ability to take a photo, attach a PDF file, or upload any other allowed file type. On a mobile device, this will also feature the option to take a photo while uploading the file.

### 2. Manage Tasks

To begin managing tasks for your Note(s), simply click the `Manage Tasks` button at the top right corner of the Participant Note to bring up the dialogue box. Once selected, you can create a new task by selecting the `+` button in the top right corner of the screen.

Once a new Participant Note Task has been created, you will be prompted to populate a number of customisable fields, including assigning your task to the required personnel.&#x20;

{% hint style="info" %}
You can assign a task to any other **Maica** user within your organisation.&#x20;
{% endhint %}

Similar to recording a new [Participant Note](#how-do-i-record-a-participant-note-s), you can open the text input box by clicking the arrow on the far right hand side of the screen, as shown below.&#x20;

<figure><img src="https://2670482622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhehRshYIRk6XUlay9L3b%2Fuploads%2FIWfZI6d343uu0FOCgAaM%2Fcomments%20on%20new%20task.png?alt=media&amp;token=6d7f42b5-806d-4ea4-bd7b-89fea8b86f92" alt=""><figcaption></figcaption></figure>

This will allow you to add custom comments to your task, as shown below.&#x20;

<figure><img src="https://2670482622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhehRshYIRk6XUlay9L3b%2Fuploads%2Fuhat7KXdG5vPZhS4ilZq%2FScreenshot%202025-02-06%20at%2010.55.23%20am.png?alt=media&amp;token=faa14ccc-2b94-4e1c-adac-a5d3cd668716" alt=""><figcaption></figcaption></figure>
