How to Create a Shift Report

Overview 

One Step offers the ability to record staff member activity occurring at the Organization by creating and logging Shift Reports.

How to Create a Shift Report

• Navigate to Shift Reports on the menu bar to the left

• Click New Report, blue button in the upper right corner 

• Fill out your Title, Content, and Choose File to upload a document or photo

Example:

• Click in the box below Share With to choose which staff members need to view your report. Choose to share with Facilities and/or Individual Staff members

• Once completed, click Create Report, the blue button at the bottom

If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639