Add Notes and Attachments to a Round

Add notes and supporting files when a round needs more context than task responses alone provide. The information can also support the shift handover.

To add notes and attachments:

  1. Tap the Attachments icon to add photos, videos, audio (up to 1 minute), or documents (PDF, Word, or Excel) for an asset or equipment.
    • Attachments appear as links in the Shift Handover Report PDF.
    • You can zoom in, zoom out, or reset the image view.
  2. Tap the Note icon to add a note.
  3. Select Add note to Shift Handover Report if the next operator needs to see it.
  4. Tap Save.

The note or attachment is saved to the round. If flagged, it also appears in the Shift Handover Report.

Next: Return to the current round and continue its tasks. At the end of the shift, the recorded notes and attachments support the handover.