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.

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

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

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.

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.

1. Attach Files

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.

Similar to recording a new Participant Note, you can open the text input box by clicking the arrow on the far right hand side of the screen, as shown below.

This will allow you to add custom comments to your task, as shown below.