Purpose Statement

This article explains how to add notes to assignments on the Shift Board. Assignment notes allow departments to communicate important details, instructions, or reminders directly within the scheduling view to improve operational clarity and reduce miscommunication.

Background Information

Assignment notes are visible directly beneath the assignment name on the Shift Board. They are commonly used to provide operational guidance such as apparatus instructions, staffing expectations, training reminders, or temporary procedural changes.

Notes support basic text formatting and have a 200-character limit (including spaces and punctuation). This ensures concise, actionable communication without cluttering the board.

Required Permissions

The following permission is required to add or modify assignment notes:

• Scheduling – Edit notes section of the shift board
• Scheduling – Access Shift Board

Video

Step-by-Step Guide

Access the Shift Board

• Click Scheduling
• Select Shift Board

Open the Assignment Menu

• Locate the assignment where you want to add a note
• Click the three dots (ellipsis) next to the assignment
• Select Add Note

Enter and Format the Note

• Type the desired information (maximum 200 characters, including spaces and punctuation)
• Apply formatting as needed:
  • Text colors
  • Bold
  • Italic
  • Heading 2 or Heading 3
  • Bulleted lists
  • Numbered lists
• Click Save

Best Practices

• Keep notes concise and operationally relevant.
• Use formatting (bold or headings) sparingly to highlight critical information.
• Avoid duplicating information that exists elsewhere in policy documents.
• Review and remove outdated notes to prevent confusion.
• Use standardized language for recurring instructions to maintain consistency.

Troubleshooting & FAQs

Q: Why don’t I see the Add Note option?

A: You may not have the required permission to edit notes on the Shift Board. Contact your system administrator to verify your role permissions.

Q: Why won’t my note save?

A: Ensure the note does not exceed 200 characters, including spaces and punctuation.

Q: Who can see assignment notes?

A: Anyone with access to the Shift Board can view notes displayed under the assignment.

Q: Can I edit or remove a note after saving it?

A: Yes, if you have the appropriate permissions, you can reopen the assignment menu and update or remove the note.