Adding Shift Notes During an Active Shift
To add shift notes during an active shift, select the active shift card on the dashboard, to open up the shift modal. From here there are 2 options:
Slide to clock-out
Add shift notes
Selecting the 'Add shift notes' button, will open a modal allowing staff to input shift notes, without clocking-out. In this modal, notes, aswell as images / documents can be uploaded.
This step can be repeated as many times as needed.
Adding Shift Notes During Check-out
Following the above steps to open the shift's modal, sliding the 'Slide to checkout' button, will open the final check-out screen, allowing you to:
Add final shift notes
Include travel claims & reimbursement reports
Include any incidents that occurred during the shift (this can also be completed via the clients full view profile)
Once all information has been added, selecting 'Submit' will group all claims, incidents, and notes submitted for that shift. You are able to view the shift notes from the clients profile, in the 'Clients' tab.