Capture and review staff reports.

Overview

Reports let staff capture shift reports and notes connected to rostered work, and let managers review them.

They keep a record of what happened on shift and support evidence readiness.

Before you begin

• Confirm staff have published shifts and Staff Portal access.
• Decide which report types your team uses.

Recommended setup order

1. Confirm rosters are published and staff can see their shifts.
2. Ask staff to create reports or shift notes against their rostered work.
3. Review submitted reports in the relevant workflow.
4. Follow up on anything that needs action.
5. Keep relevant reports available for audit evidence.

Key fields and settings

Best practice

• Keep reports tied to the right rostered work.
• Review reports regularly rather than only at audit time.
• Use reports together with incidents where follow-up is needed.

Common mistakes to avoid

• Expecting reports without published shifts or portal access.
• Leaving submitted reports unreviewed.
• Treating a report as an incident record when an incident process is required.