By default, you must be clocked into your shift and running a service in order to log any notes for that shift. Admins may allow you to enter notes after the shift ends (setting enabled through the Giv Dashboard).
Where to find shift notes
Login to the app
Tap View shift at the top of the Home screen
Select the client you are in service with (listed under Clients)
Tap the Notes tile near the top of the screen
Required shift notes
Once you tap the Notes tile, all of the shift notes assigned to the client will be listed. Some of these notes will be marked Required, which must be filled out before you can clock out of your shift.
If you try to clock out without completing required shift notes:
This message will appear: “You must complete all required Client Notes before checking out clients or clocking out.”
You will remain clocked in
How to complete notes
Tap the Notes tile
Answer each question fully—these are usually written by your agency admin
Tap Save
Once all required notes are completed, you will be allowed to clock out. The data is stored at the shift level and tied to the client.
Notes may be assigned to all clients or client-specific, meaning only certain individuals will have unique shift notes. These notes are created and assigned by your agency in the Giv dashboard under the client profile.
Note: if the Notes tile is empty, the client doesn’t have any shift notes assigned to their profile. Contact your admin to verify if notes should be assigned to the individual.
Adding notes after a completed shift
If enabled by your admin team, you can also go back in later and add shift notes (after the shift completes).
To access completed shifts:
Login to the app
Scroll down to the Shifts section on the Home screen
Select the Past tab
Tap the past shift you want to add notes
Select the client under the Clients section
Tap the Notes tile
Fill out the notes
Tap Save
For help with shift notes:
Contact your agency admin
Or email: [email protected]