- What are 'shift notes' used for?
- Shift notes are a way of adding shift-specific notes only onto shifts. These notes are not linked to staff profiles or staff booked onto the job.
- Can staff see these notes?
- Staff cannot view these notes and are for internal use only.
- How do I add them to the system?
- You can add notes in bulk
- Select the shifts to add the notes to by ticking the checkboxes
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- Then go to With Selected > Add shift note
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- Select the shifts to add the notes to by ticking the checkboxes
- You can add and edit shift notes individually where ever you see a notes button or 'post-it' style placeholder
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- The first 50 characters will appear in the 'yellow 'post-it' placeholder. Click to add or edit.
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- The first 50 characters will appear in the 'yellow 'post-it' placeholder. Click to add or edit.
- You can add notes in bulk
- Where can I see these shift notes?
- You can see, add or edit the shift notes in the following places throughout the shift lifecycle
- Shifts page
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- Awaiting signoff page
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- Evaluate and signoff popup dialogue in the top right corner
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- Awaiting payment page in the evaluate and signoff column
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- Shifts page
- You can see, add or edit the shift notes in the following places throughout the shift lifecycle
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