> 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/view-shift-details.md).

# View a Shift's 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 what you'll see when you open a shift, and how what's shown — and what you can do from there — changes depending on the shift's status.

## Before You Start

* You must have permission "Manage shifts and notes".
* You can only open shifts you have access to. See [View My Assigned Shifts](/compassly-docs/core-modules/shifts/shift-management/view-my-shifts.md) for how visibility is scoped by role.

## 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 any shift on the calendar.

## Available Actions

1. **Review the shift's schedule and assignment.**
   * The shift details show its date, start and end time, assigned Location, Team member, Client(s), and Service. If your device's time zone is different from the shift's location, a time zone note is shown next to the time.
2. **Review the Progress Note.**
   * The Brief Summary and Individual Note(s) are shown below the schedule details, if the shift has a Service assigned. A shift in **Template** status has no Progress Note section at all — see [Understand Shift Statuses](/compassly-docs/core-modules/shifts/shift-management/understand-shift-statuses.md).
3. **Check for attached files.**
   * If any files were attached to the shift, a Files section lists each one with a download icon. If no files are attached, this section doesn't appear.
4. **Review the Signature block, if the shift is signed.**
   * Once a shift's note has been signed, a Signature block appears showing who signed it and when. All fields on the shift become read-only.
5. **Use the buttons available for the shift's current status.**
   * What you can do next depends on where the shift is:
     * **Template** or **Unpublished:** ***Update***, ***Publish***, or ***Sign & Publish***.
     * **Published (Note Unsigned):** ***Update*** or ***Sign***.
     * **Published (Note Signed):** ***Export PDF***, and ***Unlock and Edit*** if your role has the "Unlock progress notes" permission — the shift is otherwise read-only.

## Role Differences

* ***Super Admin / Admin / Supervisor:*** Can view and act on any shift they have location and permission access to.
* ***Clinician / Basic:*** Only has access to: viewing shifts assigned to themselves.

## Summary Of Section

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

* Open a shift and read its schedule, assignment, and Progress Note
* Recognize what a signed shift's Signature block means
* Know which action buttons to expect based on the shift's status

## Related Guides

* [View My Assigned Shifts](/compassly-docs/core-modules/shifts/shift-management/view-my-shifts.md)
* [Add and Sign a Progress Note to Your Shift](/compassly-docs/core-modules/shifts/shift-management/add-and-sign-progress-note.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)


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