Add shift notes

Overview

Shift notes are how you capture progress, observations, and issues against the shift you are working. Use a note for anything the office or the next worker should know — a part replaced, a client request, an access change, a problem to flag. Notes can be general progress notes or internal-only flags (for the team only, never shared with the client).

Who This Workflow Is For

The Tradie role on their own assigned shifts. Apprentices follow the same process. Supervisors and Business Owners can add notes on any shift.

Before You Start

You need to be on a shift assigned to you. Open the shift card from the Dashboard.

Step-by-Step Process

1. Open the shift card from the Dashboard schedule stream.
2. Locate the Shift notes section on the shift detail panel.
3. Select Add Note, then type the note in the text box. Be specific — date and time stamps are added automatically.
4. Select Save. MyApprentice records the note against the shift with your name and the timestamp. Notes are not retained until both Add Note and Save have been selected.
5. (Optional) Repeat for additional notes throughout the day.

Flag an issue via an internal note

1. Open the shift card.
2. Use the Shift notes field (or an explicit Internal note field if shown on your build).
3. Type a clear flag — for example “Switchboard needs upgrading before this can be completed — flagging to Supervisor”, or “Customer requested rescheduled time”.
4. Save. Internal notes flag the issue to the office team without exposing it to the client.

What Happens Next

The note appears on the shift card for the office team — Business Owner, Admin, Supervisor — to action. The next worker on the same job (if any) can also see prior notes when they open the job card. If the note flags an issue that blocks the work, see What to do when your work could not be completed.

Common Issues

• Wrong shift. Confirm you are on the right shift card before adding the note. Notes attach to the shift.
• Cannot find the notes section. Confirm you are on the shift card (not the job card). Both have notes; this article covers shift notes.
• Note visible to client. Shift notes can be configured for client visibility through the Client Portal in some workflows. Use the Internal note option (or label your note as internal) for anything you do not want the client to see. The office team manages what is shared with the client.
• Need to delete a note. Notes are part of the shift’s audit trail; corrections are normally made by adding a follow-up note. Ask your Supervisor if a note needs removing.

Related Guides

• Complete the Shift To-Do checklist
• Upload photos and evidence
• What to do when your work could not be completed
• Mark the shift complete