Allocations staff are able to enter relevant notes against any shift in the Allocations screen.
Notes entered in the Shift Status notes area will always be visible to all Allocations staff and will always remain with the shift so they can be viewed at any stage in the future.
To enter shift status notes, you need to lock the shift by clicking on the box located between the
symbol and the
symbol
Once you have the shift locked, the blue
then shows as
To proceed with entering notes, you need to click in the Shift Status Notes section of the Allocations screen.
Once you have clicked in this area, your cursor will be here and you are now free to type in any relevant notes.
Please note, there are some special characters ( &, ? ) that cannot be used in this field
Once you have entered your notes, you need to select Note from the quick access toolbar to save your notes.
Once you have clicked note, you will automatically be unlocked from the shift and returned to the allocations screen.