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.

  1. From the main menu, select Service () >  Shift setup.
    The Shift setup screen appears.

  2. Select Notes ().
    The Add notes to the shift dialog box appears.

  3. 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.

  4. Select Ok.
    The note is saved.