Interacting With a Shift on the App for Staff

Many of our agencies make use of our mobile app for caregivers to be able to clock in/out, complete tasks, etc., when scheduled for a shift.  Below are some helpful tips regarding interacting with a shift on the mobile app for staff members.

Interacting With a Shift

The punchcard (not the schedule) will be how you interact with a shift.

1) To clock in for a shift, go to your punchcard and, when you are able to clock in, a green banner will be displayed on the shift.

2) Once you click on the shift, you will see the green button to clock in.  The status at the top of the shift will change from 'Scheduled' to 'Clocked In' once you have successfully clocked in.

3) You can look at some of the details of the shift including any tasks that are to be completed during your shift.  If you click on the tasks bar, you will see the list of tasks, as well as, any instructions for each individual task.  Any task that is marked with a red asterisk is required for you to complete before being able to clock out.

4) To mark a task as completed, click the 'Mark Completed' button.  If your site has the Task Support Level setting enabled, you must select the level of support and then click Save.

4a.  If the task has been properly marked as completed and saved, it will show the record of completion including who completed the task, the time it was completed, etc. (The task will also have a check mark next to it instead of an empty circle, indicating it has been completed).

5) Lastly, there may be a signature required for you or the client (or both) before you are able to clock out.  Again, this will be indicated by a red asterisk if it is required.  Just click on this field and you (or the client) can manually sign.  Once saved, the red asterisk will turn to a green check mark, indicating you have properly collected and saved the signature.

6) If all required fields have been properly completed, you will be able to clock out for your shift.  After doing so, the status at the top of the shift will change to "Clocked Out".

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