> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/shifts/shift-management.md). # Shift Management **Page type:** Overview\ **Status:** Draft\ **Owner:** Compassly Documentation Team\ **Last verified:** 2026-07-08\ **Audience:** Super Admin, Admin, Supervisor, Clinician, Basic ## Purpose Of Shift Management Use **Shift Management** to view the shifts scheduled for you or your team, add and sign the Progress Note for a shift you worked, and — if your role permits — build the schedule itself by adding, publishing, editing, and deleting shifts. Everyone with Shift access uses this same screen; what you see and can do is automatically scoped to your role and, for most roles, to your own assigned shifts. ## What This Section Covers This material covers how to view shifts, add and sign a Progress Note, unlock a signed note, add shifts to the schedule (individually or from a Shift Template), edit and delete shifts, manage shifts in bulk, and review scheduled and published hours across your team. ## Before You Start Before reviewing this section, confirm the following: * You must be able to sign into Compassly. * You are able to navigate to ***Shifts*** > ***Shift Management*** via the navigation menu on the left side of any page in Compassly. * Some actions depend on the Shift's status: **Template**, **Unpublished**, **Published (Note Unsigned)**, or **Published (Note Signed)**. * If your role does not include "Access shifts and notes of all team members", you will only see shifts assigned to yourself. * Even with that permission, you only see team members you're connected to — see the note on Team and Location connections below. ## How To Get There 1. Sign in to Compassly. 2. In the left navigation menu, select ***Shifts***. 3. In the left navigation menu, select ***Shift Management*** from the dropdown menu under ***Shifts***. ## What You Can Do Here Depending on your role, you may be able to: * View the shifts assigned to you, in Day, Week, Month, or Table view * View a shift's details * Add a Progress Note to a shift and sign it * Unlock a signed Progress Note so it can be edited again *(if your role includes that permission)* * Add a new shift, or apply a Shift Template to the schedule * Edit an existing shift's details * Publish an unpublished shift * Delete a shift * Manage multiple shifts at once (publish, edit, or delete in bulk) * View the Resource Allocation Panel for scheduled and published hours ## Role Differences * ***Super Admin / Admin / Supervisor:*** Can view and manage shifts and notes for all team members they're connected to, unlock signed notes, and see the Resource Allocation Panel. * ***Clinician / Basic:*** Only has access to: viewing, adding, editing, publishing, and signing shifts assigned to themselves. Cannot view or manage shifts or notes assigned to other team members, and cannot unlock a signed note — if a signed note needs a correction, ask someone with the "Unlock progress notes" permission (typically a Supervisor, Admin, or Super Admin) to unlock it. > ### Unlocking a signed Progress Note requires the "Unlock progress notes" permission. There is no in-app way to request an unlock — ask a team member who holds that permission. ## Guides In This Section ### VIEW AND REVIEW * [View My Assigned Shifts](/compassly-docs/core-modules/shifts/shift-management/view-my-shifts.md) * [View a Shift's Details](/compassly-docs/core-modules/shifts/shift-management/view-shift-details.md) * [Add and Sign a Progress Note to Your Shift](/compassly-docs/core-modules/shifts/shift-management/add-and-sign-progress-note.md) ### CREATE * [Add a New Shift](/compassly-docs/core-modules/shifts/shift-management/add-new-shift.md) * [Apply a Shift Template to the Schedule](/compassly-docs/core-modules/shifts/shift-management/apply-shift-template.md) ### MANAGE EXISTING RECORDS * [Edit Shift Details](/compassly-docs/core-modules/shifts/shift-management/edit-shift.md) * [Clone a Shift](/compassly-docs/core-modules/shifts/shift-management/clone-shift.md) * [Publish a Shift](/compassly-docs/core-modules/shifts/shift-management/publish-shift.md) * [Unlock and Edit a Signed Progress Note](/compassly-docs/core-modules/shifts/shift-management/unlock-signed-progress-note.md) * [Delete a Shift](/compassly-docs/core-modules/shifts/shift-management/delete-shift.md) * [Manage Shifts in Bulk](/compassly-docs/core-modules/shifts/shift-management/manage-shifts-in-batch.md) * [View the Resource Allocation Panel](/compassly-docs/core-modules/shifts/shift-management/view-resource-allocation-panel.md) ### UNDERSTAND * [Understand Shift Statuses](/compassly-docs/core-modules/shifts/shift-management/understand-shift-statuses.md) * [Understand Shift Overlap Validation](/compassly-docs/core-modules/shifts/shift-management/understand-shift-overlap-validation.md) ## Notes For This Section * Screens and available actions may differ by role. * The filters and dropdowns you see (Team Members, Clients, Services) only ever list values you have access to — they are not just hidden, the underlying data is restricted. * "All team members" never means literally everyone. A team member only appears for you if you're connected to them on a shared **Team**, and you only see their shifts at a specific location if you also share access to that **Location**. Both connections are managed in ***System Settings*** > ***Connections*** — Team gives you visibility into the person, Location gives you access to the schedule and clients at that specific site. If a staff member is on your team but still doesn't show up when you're building a schedule for a location, check their location assignment; if they're at the right location but you still can't find them, check their team assignment. See [Connections](/compassly-docs/administration/system-settings/connections.md). ## What Happens Next Choose the guide that matches the task you need to complete. If you are new to this section and only need to see and complete your own work, start with "View My Assigned Shifts." There should be a directional button titled "Next" directing you to it below. ## Related Guides * [Shifts](/compassly-docs/core-modules/shifts.md) * [Shift Template Library](/compassly-docs/core-modules/shifts/shift-template-library.md) * [Connections](/compassly-docs/administration/system-settings/connections.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://compassly.gitbook.io/compassly-docs/core-modules/shifts/shift-management.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.