Go to Shift Notes
From the left navigation menu, click Shift Notes.
This opens the Shift Note Contributions page.
Participant 24-hour blocks are listed when:
A shift starts within the block
A shift note contribution exists within the block
Search for a Participant
Use the search field to find shift note blocks by participant name.
You can search for one participant or enter multiple names separated by commas.
Example:
Alice, Bob
This helps you quickly find blocks linked to specific participants.
Review the Contributions Table
The table shows each participant block and its current shift note activity.
Columns include:
Participant
Block
Latest
Forms
Contributions
Contributors
Rostered
Use this table to see which participants have notes, forms, contributors, or rostered staff linked to the block.
Open a Participant Block
Click a participant row to open the shift note block.
The block page shows:
Participant name
Block date
Number of contributions
Quick action prompts
Contribution timeline
Details panel
Participant activity summary
Use Quick Action Forms
If required forms are available, a Quick action: create form panel may appear.
Available forms may include:
Behaviour Record
Child Safety Incident Report
NDIS Incident Report
Click a form to create a draft for that participant block.
You can also click Dismiss if you do not need to create a form.
Add a Shift Note Contribution
Use the text field at the bottom of the page to add a note.
You can enter what happened during the selected time.
Available actions may include:
Add a note
Attach a file
Add or create a form
Record or attach audio, if available
Adjust the contribution time
Send the contribution
Click the send icon when the contribution is ready.
Review the Details Panel
The Details panel gives a snapshot of the 24-hour participant block.
It may show:
State, such as Open
Forms, such as All complete
Date
Lock button
Use this section to check whether the block is open and whether required forms are complete.
Lock a Shift Note Block
Click Lock to stop further updates to the block.
Locking a block prevents:
New contributions
Attachments
Form drafts
Read/write timeline changes
Only staff with admin access can unlock the block again.
Check Shift Note Completion
If shift notes are incomplete, a warning panel may appear.
This can show:
Which staff member has an incomplete shift note
Which shift is affected
Whether the required note or form is missing
Use this warning to follow up before finalising the block.
Review Participant Summary
The Participant panel shows a snapshot of activity in the 24-hour block.
It may include:
Name
Contributors
Contributions
Attachments
Last Activity
This helps you quickly confirm whether the participant block has been updated.
Important Notes
Shift Note Contributions are organised by participant and 24-hour block.
A block may appear even if there are no contributions yet, as long as a shift starts within that block.
Required forms may appear as quick actions.
Locked blocks become read-only.
Incomplete shift notes should be reviewed before the block is considered complete.
Troubleshooting
If you cannot find a participant block:
Check the participant name spelling.
Search using one participant name at a time.
Clear the search field and try again.
Check whether the block is on another page.
If you cannot add a contribution:
Check whether the block is locked.
Confirm that you have permission to add shift notes.
Refresh the page and try again.
If forms are showing as incomplete:
Open the required form.
Complete the missing information.
Save or submit the form as required.