Adding notes to a shift
Add a note to a shift to provide more detail about the shift, such as time of day, which locations are serviced by the shift, whether the shift is a training shift or a skilled shift, and so on.
-
From the main menu, select Service (
) > Shift setup.
The Shift setup screen appears. -
Select Notes (
).
The Add notes to the shift dialog box appears. -
In the text box, enter the note that you want to attach to the shift.
Tip: To expand the text box, select the pop-out icon (
). This will give you more room to enter text.
-
Select Ok.
The note is saved.