Shift Handover Notes Read - User Interface Overview
The Shift Handover Notes Read report provides visibility into which staff members have read shift handover notes and up to what date and time. It supports oversight of communication compliance and ensures staff are reviewing important operational updates.
What's Improved
Clear visibility of when staff last read shift handover notes
Structured layout showing worker, read timestamp, and assigned community
Quick access to staff profiles via View Worker
Improved filtering by date range and worker
Why It Matters
Ensures shift communication is being reviewed
Supports accountability and compliance monitoring
Reduces risk of missed operational updates
Provides audit-ready evidence of staff engagement
Where to Find The Report
Screen 1: Shift Handover Notes Read Entrypoint
To access the Shift Handover Notes Read report:
Navigate to Reports
Select Process
Under Team
Select Shift handover notes read
Working Document (15)
Shift Handover Notes - Deep Dive
Initial State
Screen 2: Initial State When Page is Loaded
When the page first loads:
The Filters section is visible at the top
No data is displayed until filters are applied
An informational message prompts you to configure filters
What this shows
That filters must be selected before results are displayed.
Use this to:
Define your reporting period
Narrow results to a specific worker or timeframe
Filter Section
Screen 3: Filter Section
The Filters section allows you to configure the report criteria.
Available filters include:
Date From
Date To (Inclusive)
Worker
After selecting your criteria, click Apply Filters to display results.
What this shows
The ability to control which staff and time periods are included.
Use this to:
Review compliance over a specific period
Focus on an individual worker
Conduct weekly or monthly reviews
Report Table Layout
Screen 4: Report Table Main Layout
After applying filters, the table displays:
Worker Name
Notes Read Up To (Date & Time)
Community / Assigned Location
View Worker button
Each worker appears within their own section.
What this shows
The latest timestamp confirming when each staff member read shift notes.
Use this to:
Identify staff who may not have reviewed recent notes
Monitor communication compliance
Support supervisory oversight
View Worker
Screen 5: Table and View Worker CTA
Screen 6: Staff Detail Page
Selecting View Worker redirects you to the Staff Details page.
The Staff Details page includes:
Staff profile information
Contact details
Role and assignment information
What this shows
Direct access to the worker’s full profile.
Use this to:
Confirm employment details
Review role responsibilities
Support follow-up conversations if needed
Filtering by Worker
Screen 7: Filtering by Worker
The Worker filter allows you to narrow the report to a specific staff member.
To filter by worker:
Select a Date From and Date To (Inclusive) range
Choose a specific name from the Worker dropdown
Click Apply Filters
Once applied, the report will display results for the selected worker only.
The worker’s name will appear as a header above their records, along with their profile image and a View Worker button.
The table will then show:
Started Work (date and time)
Notes Read Up To (latest read timestamp or “Never”)
Community (assigned location or service user group)
What this shows
A focused view of one staff member’s shift handover note engagement within the selected timeframe.
Use this to:
Review an individual worker’s compliance
Identify staff who have not read recent shift notes
Support supervision or performance discussions
Investigate communication gaps within a specific team member’s record
Empty State Handling
Screen 7: Empty State Handling
If no data matches the selected filters:
The report table remains empty
An informational message confirms that no results were found
What this shows
That no workers match the selected criteria.
Use this to:
Adjust date ranges
Select a different worker
Confirm whether data exists for that timeframe
Page Actions and Navigation
Screen 8: Page Actions and Navigation
The page includes the following tools:
Return to Top – quickly scroll back to the top of the page
Pin – keep the report visible in your workspace
Minimise / Collapse – reduce the view
Print – print the current report view
Copy API Link – copy the report link for sharing or integration
Use this to:
Export report data
Share results
Improve navigation efficiency