---
title: "Shift Descriptions, Attachments & Assigned Forms: Enhancing Shift Context"
url: "https://help.ontraccr.com/en/article/shift-descriptions-attachments-assigned-forms-enhancing-shift-context"
language: "en"
last_updated: "2025-06-26T17:36:05.923Z"
---

# 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.

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## **🗒️ 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”*

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## **📎 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.

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## **📄 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.

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## **📌 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.

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## **✅ Summary**

| Feature | Purpose | Visible To |
| --- | --- | --- |
| Description | Plain-text instructions | All users assigned to the shift |
| Attachments | Files and documents for field use | All users assigned to the shift |
| Assigned Form | Pre-loaded form to be filled onsite | All users assigned to the shift |