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Progress notes and submitting a shift
Write the progress note, complete your tasks, then review and slide to submit after clocking out.
Last updated · 9 November 2026
A shift is finished by writing a progress note and submitting it. You can start the note any time after you clock in, but you can only review and submit it once you have clocked out and resolved every task.
Write the progress note
Open the note
In the shift, tap Add note. If you have already started one, the button reads Continue note instead. The note button only appears once you are clocked in.
Record what support you provided
Under What support was provided, type a point on each line. A new empty line appears as you fill the last one, so add as many points as you need; an existing point (other than the last) has a small × to remove it. You can also add a Shift summary (optional) for a handover or to explain why you finished early or late.
Complete your tasks
If the office assigned tasks to the shift, work through them from the checklist under the note, or tap a task in the shift detail itself to open it. Either way, tasks can only be completed once you are clocked in; before that, an open task shows the hint “Clock in to complete this task.” and its slide control is disabled.
Opening a task shows its full description and a Slide to mark complete control. Completing it shows a green Completed note with a Mark as not done link underneath if you need to undo it. A task the office has marked not applicable shows a note saying there is nothing for you to do there instead, with no slide control; it still counts as resolved, the same as a completed one.
Note
Your points and summary are saved on this phone as you type. Uploading the draft follows after you pause, and waits if you are offline. Reopening the note restores your local draft while it is still waiting to sync. Task changes can queue too. Photos and the final review need a connection.
Review and submit
You can only review and finally submit while online, after you have clocked out. Until clock-out, the note shows the hint “You can review and submit once you’ve clocked out.” If you are offline, keep writing your draft and return to the review when you have signal.
Tap Review shift
Once you have clocked out, tap Review shift. This button stays disabled until you have at least one support point and every task is resolved. If a task is still open, the note shows “Complete all tasks before submitting.”
Check your times and travel
The review screen shows your Started and Finished times. Travel and Breaks sections appear when relevant records exist. You can adjust the kilometres for each trip here by editing the km field on a travel row; a saved 0 is a valid total when no journey occurred. A blank field means a confirmed total is not available yet: check the trip before entering a distance. If you switched support codes during the shift, a Support section lists each stretch you worked in order with its minutes against it (a code you switched away from immediately reads 0 min). These are rounded recorded segments; the office reviews breaks and the final billable allocation separately. On a sleepover shift, an Active support line also appears, totalling the active-support periods you recorded overnight (or None recorded); see Sleepover active support.
Slide to submit
Drag Slide to submit all the way across. While saving, keep the app open. A Progress note pending or Saving progress note state is not confirmation that the office has received it. Once the save succeeds, the shift shows Shift complete and the submission time.
A distance that looks off gets double-checked
Within the permitted limit, a kilometre figure more than three times the measured distance, or over 400 km, asks for confirmation before saving. Confirm to keep an allowed entry, or fix a typo. Tracked-trip entries above the permitted limit cannot save: the limit is the greater of 200 km or four times the measured distance. Check the number and contact the office if the correct distance exceeds that limit.
What you need before you can submit
To submit a shift you must have clocked out, written at least one support point, and resolved every task (completed, or marked not applicable by the office). The summary and photos are optional. If the shift asks for manual travel totals, complete the eligible travel fields, including zero when no travel occurred.
If you need to record a safety incident from the shift, see Report an incident.
If travel is entered manually
If your provider uses manual travel entry, the review shows the eligible Travel fields instead of tracked trips. Enter activity transport kilometres and any to-participant or return kilometres and minutes. Use actual totals, including 0 for no travel, and finish return travel before submitting. See Breaks and travel.
Correct a photo before office review
You can remove a photo you uploaded to your own shift note while it is still eligible for editing, before office review. Open the photo’s remove control and confirm the deletion. You need a connection. Once the office has reviewed the record, ask them about any correction that is still needed.
Check what has reached the office
Completed tasks can disappear from the shift’s outstanding checklist while remaining visible in the note. That is expected. A pending save is different from a submitted note: let queued draft and task changes finish, then check the review before sliding to submit. If an action is rejected, its recovery details appear under Save errors.
If the office returns your notes
Reopen the shift and its progress note while connected. The app loads the returned version so an older draft does not replace it. If the office included feedback, read Message from the office above the note.
Correct the support points, summary or photos as needed, then use Slide to resubmit. Returned notes use this direct resubmission action instead of repeating the original time-and-travel review. Wait for photo changes and note saves to finish. Resubmitting the note does not start another shift or change your clock times.
If you see No internet connection. Reconnect to load your returned note., reconnect so the current note can load. If an online load fails with Couldn’t load your returned note. Try again., select Retry. If the screen says These notes have already been resubmitted or approved., the version you opened is no longer editable. Reopen the current shift and ask the office if another correction is needed.