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Using Shift Logs

Updated over 3 months ago

Goal

This guide will show you how to create, manage, and export Shift Logs within Concierge. You will learn how to start a new shift, add comments and files, adjust times, end shifts, and export both individual and multiple logs.

Starting a Shift

Step 1 - Access Concierge

Go to Admin Settings and ensure you have access to Concierge. Under Concierge, select Shift Log.

Step 2 - Start a Shift

Click the Start Shift button in the top-right corner.

Step 3 - Enter Shift Details

Select the community.
Choose the date and time. (These can be set in the past, but not in the future.)

Step 4 - Confirm

Press Start Shift again to create the log.

Adding a comment to the Shift Log

Step 1 - Open the shift log

Open your active Shift Log by clicking on the row. (Note: clicking the checkbox only selects it for export purposes, it doesn't open the log)

Step 2 - Add Text

Enter any text information into the comments box.

The comment can be flagged as an internal comment (Optional in exports) or public comment by entering the information in the box down below

Step 3 - Upload Files

Press the Upload files button to upload any necessary files directly to the log (Note: you can leave the comment box blank and upload a file by pressing comment)

Step 4 - Add the Comment

Once you have added your comments and uploaded any necessary files. Press the comment button.

Editing a Shift Log

Step 1 - Select a Shift Log

Click the row of the Shift Log you want to edit (Note: clicking the checkbox only selects it for export purposes, it doesn't open the log)

Step 2 - Edit the log

Press the edit icon to edit the details of the log

The following fields can be edited in an active log:

  1. Community

  2. Building Manager

  3. Shift started date

  4. Shift started time

(Times cannot be edited to be in the future)

The following fields can be edited in an archived log:

  1. Community

  2. Building Manager

  3. Shift started date

  4. Shift started time

  5. Shift ended date

  6. Shift ended time

(Times cannot be edited to be in the future)

Step 4 - Save

Press Save.

All edits are recorded in the Shift Log activity log.

Ending a shift

When finished, press End Shift. The log will move from Active to Archived.

Exporting Shift Logs

Option 1 - Export a Single Shift Log

Click the row of the Shift Log you want to export (Note: clicking the checkbox only selects it for bulk export purposes, it doesn't open the log)


Click Export at the top right.


Choose whether to include internal comments and press export.

Option 2 - Export Multiple Shift Logs

Select multiple logs by clicking the check box.


Click Export at the top right.


All selected logs will be exported together and sent via email.

Filtering Shift Logs

Apply filters to view Shift Logs by:

  • Community

  • Admin/Building Manager

  • Date Range

Once filtered, you can view logs or export them as needed.

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