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Share notes against a scheduled shift with employees
Share notes against a scheduled shift with employees

Share notes and special instructions against a scheduled shift with employees

Updated over a week ago

You can write notes and store other information against a scheduled shift using custom fields. Common examples of custom fields you can add to a scheduled shift include:

  • Notes (that are shared with employees to provide more context to their shift)

Creating custom fields

Navigate to Settings > Platform > Customize native objects and select the object you want to create custom fields for. In this example, we'll choose Scheduled Shift.

Required information

  1. Set a name for the field

  2. Set the field type. In this example, we'll select 'Text.' To store longer messages, you can select 'Long Text.'

  3. Select permissions for who you want the field to be visible to, and who you want to be able to edit the field

Entering a note against a scheduled shift

Viewing custom fields in the app

Employees will be able to click on a scheduled shift in the mobile app and view any additional Details. In the example below, we can see the 'Notes' field created above.

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