This page provides an outline on filtering, viewing and editing shift notes written against the client service record.
These are the topics on this page
Introduction
The service history within the client profile provides a summary of notes associated with services that have been completed by the support worker. The note that is reflected against the shift summary is taken from the shift note field that resides on the employee timesheet, now in the absence of a shift note, the particulars of the note will be drawn from the roster comments that are located on the service schedule.
The service history can be examined either in summary view or list view. Any attachments registered to the client service are also accessible through the Service history for review, by clicking in on the attachment icon.
Navigating the Service history
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The following is an outline of the fields that comprise the Shift Summary page:
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Editing a Shift Note
To edit a shift note observe the following steps:
Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the Client page.
Select the Service History icon from the left vertical menu bar to open the Shift Summary page within the browser.
Select the service history view icon located at the top right of the shift summary, to present the service history in list view.
Scroll to the required shift summary.
Select the Edit View button to open the Update note page within the browser
notes page. You will observe that a 💭 to the right of the service type will indicate the presence of a note
Update the note with revised text
Select the Add Notes button to update the shift note on the service schedule and corresponding timesheet and have that change reflected back onto the shift summary.
Please note that if the shift notes field on the Service Schedule had not originally had a note registered, the note listed within the shift summary will have be drawn from the service schedule roster comment field if one was present.Select the OK button to return back to the Shift Summary page.
Update onto the Shift notes service schedule
Update onto the Timesheet commentsNote
