> 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

## 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="/files/QJmKmPCe7tAVLEDyFAe1" 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="/files/EuX2HeVhWPa3xoFID8ka" 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="/files/Ab0VixRrBn9H9YrniyRC" 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="/files/dpdmBBNS8OhA2pQ0CxuL" 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="/files/93JWoU3odBWbN42Iox6q" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/vtN7qfHhSVocDsWleb6b" alt=""><figcaption></figcaption></figure>
