Shift Descriptions, Attachments & Assigned Forms: Enhancing Shift Context

📝 Shift Descriptions, Attachments & Assigned Forms: Enhancing Shift Context
 

📘 Article Purpose

This article explains how to enrich your shifts with descriptions, file attachments, and assigned form templates, helping your field team stay informed, compliant, and productive.

🗒️ Description Field

Located in the Shift Slider, this field allows you to:

• Provide written instructions
• Add safety reminders
• Specify tools or procedures for the job

💡 Key Details:

Supports plain text only (no formatting)

Visible to field workers in the Ontraccr mobile app or tablet

Ideal for including instructions like:

“Meet site supervisor at entrance” or “PPE required”

📎 Attachments

You can add any relevant documents to a shift, such as:

• PDFs (e.g., permits, manuals)
• Images (e.g., site maps, drawings)
• Word or Excel files

📥 Where to Add:

In the Shift Slider, under the Attachments section.

📲 How They’re Used:

• Workers can view or download attachments directly from the shift in their mobile device.
• Useful for complex jobs requiring supporting documentation.

📄 Assigned Form Templates

You can link a specific form to a shift to ensure the right document is filled out on-site.

🧾 Examples:

• Daily Timesheet
• Work Order Report
• Job Safety Analysis (JSA)
• Completion Sign-Off Form

🎯 Why Use It?

• The worker won’t have to search for the form—it’s pre-attached to the shift.
• When they open the shift, they can immediately start filling it out.

📌 How to Assign a Form to a Shift

1. Open the Shift Slider
2. Scroll to Form Template
3. Select a form from the dropdown (must be pre-created in your Forms library)

⚠️ Only one form can be assigned per shift.

✅ Summary