> 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/add-and-sign-progress-note.md).

# Add and Sign a Progress Note to Your Shift

**Page type:** Task Guide\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-07-08\
**Audience:** Super Admin, Admin, Supervisor, Clinician, Basic

## What This Section Covers

This material covers how to open a shift assigned to you, fill in its Progress Note, optionally attach files, and either publish it, sign it, or both — this is the task most team members will use Shifts for day to day.

## Before You Start

* You must have permission "Manage shifts and notes".
* The shift must have a Service assigned to it. A shift with no Service is still in the **Template** status and has no Progress Note section to fill in — see [Understand Shift Statuses](/compassly-docs/core-modules/shifts/shift-management/understand-shift-statuses.md).
* If your role does not include "Manage Progress Notes of Other Team Members," you can only add or sign a note on a shift assigned to yourself. Shifts assigned to someone else are shown to you in read-only mode if you can see them at all.

## Where To Start

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***.
4. Find your shift on the calendar and click it. See [View My Assigned Shifts](/compassly-docs/core-modules/shifts/shift-management/view-my-shifts.md) if you need help locating it.

## Available Actions

1. **Review the shift's assignment and schedule.**
   * The shift details show the assigned Team member, Client(s), Service, date, and start/end time. ***Units*** is calculated automatically from the shift's length and the Service's minutes-per-unit setting, and cannot be edited directly.
2. **Fill in the Brief Summary.**
   * The Brief Summary is a required text field, up to 1000 characters, that summarizes the shift as a whole.
3. **Fill in an Individual Note for each client.**
   * If the shift has more than one client, a separate Individual Note appears for each one, labeled "Individual note: *\[Client Name]*." Each note is required and can be up to 1000 characters.
4. **Reuse your last note, if it applies.**
   * Click ***Load Previous Form*** to pull in the last Progress Note you submitted for this Service, so you can edit it instead of starting from a blank note.
5. **Attach files, if needed.**
   * Click the ***Files*** button to open the attachments overlay. Drag and drop a file onto the upload area, or click it to choose a file from your device. You can attach up to 10 files per shift, up to 100MB each, with a combined total of 512MB. Attachments are optional — you can save a Progress Note with no files attached.
6. **Save your work.**
   * What buttons are available depends on the shift's current status:
     * If the shift is **Template** or **Unpublished**: click ***Update*** to save your note without changing the shift's visibility, click ***Publish*** to make the shift visible on the schedule without signing the note yet, or click ***Sign & Publish*** to publish and sign the note in one step.
     * If the shift is **Published (Note Unsigned)**: click ***Update*** to save changes, or click ***Sign*** to lock in the note.
   * All of the Progress Note's required fields must be filled in before you can sign. Signing a shift's note is final — see [Understand Shift Statuses](/compassly-docs/core-modules/shifts/shift-management/understand-shift-statuses.md) for what happens after a note is signed.

## Role Differences

* ***Super Admin / Admin / Supervisor:*** Can add and sign a Progress Note on any team member's shift.
* ***Clinician / Basic:*** Only has access to: adding and signing a Progress Note on shifts assigned to themselves.

## Summary Of Section

**Upon reviewing this material, you should be able to:**

* Open a shift assigned to you and find its Progress Note fields
* Fill in the Brief Summary and an Individual Note for each client
* Attach files to a shift
* Understand the difference between Update, Publish, and Sign

## Related Guides

* [View My Assigned Shifts](/compassly-docs/core-modules/shifts/shift-management/view-my-shifts.md)
* [Unlock and Edit a Signed Progress Note](/compassly-docs/core-modules/shifts/shift-management/unlock-signed-progress-note.md)
* [Understand Shift Statuses](/compassly-docs/core-modules/shifts/shift-management/understand-shift-statuses.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/add-and-sign-progress-note.md?ask=<question>&goal=<endgoal>
```

`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.