> 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/edit-shift.md). # Edit Shift Details **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 change a shift's schedule or assignment after it's been created, and what happens to a Template-status shift as you fill in more of its fields. ## Before You Start * You must have permission "Manage shifts and notes". * A shift in **Published (Note Signed)** status cannot be edited directly — see [Unlock and Edit a Signed Progress Note](/compassly-docs/core-modules/shifts/shift-management/unlock-signed-progress-note.md) first. * If your role does not include "Manage Progress Notes of Other Team Members," you can only edit shifts assigned to yourself. ## 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. Click the shift you want to change. ## Available Actions 1. **Change the date or time.** * Update the Start Date, Start Time, End Date, and End Time as needed. These four fields are always required, even on a shift in **Template** status. 2. **Change the Team Member.** * Changing an already-assigned Team Member opens a confirmation, since it resets the Client, Service, Brief Summary, and Individual Notes on the shift — this can't be undone. Removing the Team Member entirely also clears the Service field automatically. 3. **Change the Client(s).** * Changing an already-assigned Client works the same way — it resets the Team Member, Service, Brief Summary, and Individual Notes, and asks you to confirm first. 4. **Add or change the Service.** * Service only becomes selectable once a Team Member is chosen. Changing the Service resets any Individual Notes already filled in, since notes are tied to Service-specific form templates. 5. **If the shift is in Template status: know what promotes it.** * A Template-status shift has no Service, so it has no Progress Note section yet, and its Service field always opens empty regardless of anything entered previously. Adding a Team Member or Client alone does not change its status. The moment you add a Service and save, the shift is promoted to **Unpublished** — and it can never go back to Template status after that. 6. **Save your changes.** * Click ***Update*** to save without changing the shift's visibility, ***Publish*** to make it visible on the schedule, or ***Sign & Publish*** to publish and sign the Progress Note in one step, if the shift qualifies. See [Understand Shift Statuses](/compassly-docs/core-modules/shifts/shift-management/understand-shift-statuses.md) for what each option does. * If your changes create a scheduling conflict, you'll see a **Shift overlap detected** message before the save completes. See [Understand Shift Overlap Validation](/compassly-docs/core-modules/shifts/shift-management/understand-shift-overlap-validation.md). ## Role Differences * ***Super Admin / Admin / Supervisor:*** Can edit any shift they have access to. * ***Clinician / Basic:*** Can only edit shifts assigned to themselves. ## Summary Of Section **Upon reviewing this material, you should be able to:** * Change a shift's date, time, and assignment * Know what resets when you change a Team Member, Client, or Service * Understand what promotes a Template-status shift to Unpublished ## Related Guides * [Add a New Shift](/compassly-docs/core-modules/shifts/shift-management/add-new-shift.md) * [Publish a Shift](/compassly-docs/core-modules/shifts/shift-management/publish-shift.md) * [Delete a Shift](/compassly-docs/core-modules/shifts/shift-management/delete-shift.md) * [Understand Shift Statuses](/compassly-docs/core-modules/shifts/shift-management/understand-shift-statuses.md) --- # Agent Instructions This documentation is published with GitBook. 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