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Knowledge Center

Adding Notes to the Shift Board

Purpose Statement

This article explains how to add, edit, and manage notes directly on the Shift Board. Notes allow departments to communicate important shift-specific information such as staffing reminders, operational updates, special events, or administrative announcements.

Background Information

The Notes feature within the Shift Board provides a visual and centralized way to display information relevant to a specific date or shift. Notes can be color-coded and formatted for clarity, making them useful for highlighting critical updates, training reminders, inspections, or station-level announcements.

Notes are accessible from the Events section within the Shift Board and can be edited or deleted as operational needs change.

Required Permissions

Users must have the following permissions:

  • Scheduling – Access Shift Board
  • Scheduling – Edit notes section of the shift board
  • Scheduling – View activies/events on shift board

Video

Step-by-Step Guide

Access the Shift Board

  • Click Scheduling
  • Select Shift Board

 

 

 

Open the Events Panel

  • Click Events within the Shift Board view

 

Click on Events.

 

 

Add a New Note

  • Click the plus (+) icon to create a new note

 

Click on the plus sign to Add a Note.

 

 

Customize the Note Appearance

  • Select a color from the available options to visually categorize the note
  • Adjust the text style as needed for emphasis or clarity

 

You can change the color of the note by selecting from the colors listed.

 

You can also change the text style.

 

 

Expand the Note (Optional)

  • Click the expand icon to open the note in a larger view
  • In expanded view, you retain all formatting and editing capabilities

 

Clicking on the expand icon will pop the note out into a larger view.

 

Save the Note

  • After entering your text, click the save icon in the upper-right corner
  • The note will now display on the Shift Board

 

Once you've typed your note, a save icon will appear in the upper right hand corner. Click it to save the note.

 

 

Edit or Delete an Existing Note

  • Click the pencil icon to edit an existing note
  • Click the trashcan icon to delete a note

 

You can edit existing notes by selecting the pencil, or delete existing notes by selecting the trashcan.

 

 

Best Practices

  • Use consistent color conventions (e.g., red for urgent items, blue for informational notices).
  • Keep notes concise and operationally relevant.
  • Remove outdated notes to avoid confusion.
  • Use expanded view for longer or detailed announcements.
  • Establish internal guidelines for who is authorized to create or modify notes.

Troubleshooting & FAQs

Q: I do not see the option to add a note.

A: Verify that you have both Access Shift Board and Edit notes section of the shift board permissions assigned.

Q: My note did not save. What should I check?

A: Ensure you clicked the save icon in the upper-right corner after entering your text. If the icon does not appear, confirm that text has been entered.

Q: Can I change the color or formatting after saving a note?

A: Yes. Select the pencil icon to edit the note and update color or text formatting as needed.

Q: Who can delete notes?

A: Any user with permission to edit the notes section of the Shift Board can delete notes.