Shift details

Using Notes, you can begin your day by documenting details about your shift (date/time, weather, etc.). Notes created during this shift will be automatically linked with the corresponding shift details. The start and end times entered in the shift details are required; they indicate that the notes created during that time period should be linked with those shift details.

When the current shift's end time arrives, new shift details must be created for a new shift. If the current shift hasn't ended yet, the end time can be updated instead.

You can take the following actions in relation to shift details:

  • Add and edit shift details for the current shift
  • Add shift details for a past shift
  • Update which shift details are associated with a note

This video explains how to view shift details in Axon Notes.

This video explains how to link shift details in Axon Notes.

Add and edit current shift details

To add current shift details:

  1. Open the Notes module, either on mobile or computer, and select Add shift details.
    • On mobile, select Shift details to reveal all shift details fields.
    The image shows two screenshots side by side. On the left, from a mobile app, the option to add shift details is highlighted in yellow. Below, a shift report is shown, with an arrow pointing to the shift details section. On the right, from a computer interface, the My Recent Notes section is displayed, showing a list of notes. The option to add shift details is highlighted in yellow at the top.
  2. Complete all necessary fields and select Finalize.
    • On mobile, after completing the shift details fields, select the back arrow to return to the Shift Details screen where you can select Finalize.
    The image shows two screenshots side by side. On the left, from a mobile app, a shift report is displayed with an arrow pointing to a blue finalize button at the bottom of the screen. On the right, from a computer interface, the shift details screen is shown with options to add various details. A blue finalize button is highlighted in yellow at the bottom right of the screen.

Once completed, shift details can be viewed at any time:

  • Mobile: Select View shift details on the Home screen or open an in-progress note and select More actions [...] > View shift details.
  • Computer: Select View shift details.

Shift details can be edited by selecting Edit (mobile) or Edit document (computer).
The image shows two screenshots side by side. On the left, from a mobile app, the shift details screen is displayed with an option to view current shift details highlighted in yellow at the top. Below, the shift information is shown, and a blue edit button is highlighted at the bottom. On the right, from a computer interface, the option to view shift details is highlighted in yellow. Below in the shift details screen, a blue edit document button is highlighted.

Add past shift details

You can add shift details for a past note from the mobile app. To do this:

  1. Open the Notes module, either on mobile or computer, and open the note that needs shift details.
  2. Select Actions > Add shift details.
  3. Select the appropriate shift details to add to the note.
  4. Select Save.
    The image shows two mobile app screenshots side by side. The left screenshot displays a note. An expanded dropdown menu shows options, with Add shift details highlighted in yellow. The right screenshot shows a list of shift details with one shift selected. A yellow arrow points down to the blue save button at the bottom of the screen.

Unlike with current shift details, the past shift details can't be edited. You can only associate a past note with past shift details.

Update shift detail associations

Update Shift Detail Associations

You can update shift details for a note from the mobile app. To do this:

  1. Open the note that needs shift details updated.
  2. Select Actions > Update shift details.
  3. Select the appropriate shift details to add to the note.
  4. Select Save.
    The image shows two mobile app screenshots side by side. The left screenshot displays a note. An expanded dropdown menu shows options, with Update shift details highlighted in yellow. The right screenshot shows a list of shift details with one shift selected. A yellow arrow points down to th!pe blue save button at the bottom of the screen.

Bulk shift detail updates

You can update the shift details for multiple notes at once from the mobile app:

  1. From the note list, select More actions [...] > Select.
  2. Checkboxes appear beside each note. Select the box beside each note you want to update or tap Select all to select all notes.
  3. Select Link shift.
  4. Choose a shift from the list.
  5. Select Save to apply your changes.