The objective of this tutorial is to help you understand how to edit schedule notes.
Access from your: Computer
Applies to: Managers, Supervisors, Schedulers and Employees
You can edit notes that you have created for your coworkers or yourself.
Things to know before you begin:
- You can only edit your own schedule notes.
- You will receive notifications for all published scheduled notes according to your settings.
Edit Schedule Notes
Step 1: Click ‘ShiftPlanning’ tab from the top panel as shown in Image 1.
Step 2: Click ‘Schedule Overview or My Schedule’ from the left-hand side filter panel as shown in Image 2.
Step 3: Click the ‘Note Icon’ located right next to the dates on your schedule calendar as shown in Image 3.
Step 4: Click ‘Edit Note’ icon as shown in Image 4.
Step 5: Edit the note inside the box as shown in Image 5.
Step 6: Click ‘Save Note’ tab as shown in Image 6.
Step 7: Click ‘Close’ as shown in Image 7.
That’s it, the note icon will now be highlighted as shown in Image 8, letting you know that you have a note on that particular day.
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