When creating a shift, you can make a shift note that may include special instruction for your staff on that particular shift. These shift notes will be shown on the guard when they view their shift on their Guardhouse account.
Below are the steps for adding shift notes.
- Go to the schedule page.
- Select the Customer, Site, and the shift that you would like to add a note.
- Click Edit Note from the left hand side panel.
4. You can then fill in the notes depending on your preference.
- Position note- this is where you can select the position
- Short note- information that you can provide to the staff when you publish the shift. This can have up to 1500 characters
- Long note- information that you can provide to the staff when you publish the shift. This can have up to 3000 characters
- Internal note- this can have up to 250 characters
- Customer note- This will be shown on the customer's end. This can have 1500 characters
- Invoice note
- Customer PO#:
5. Select if you would like the note to be shown on your staff's end. Hit Save to apply the changes.