Export a completed or approved shift to PDF

For an eligible uncancelled Completed or Approved shift, you can download its saved record as a PDF. Use it when you need a readable copy of the shift, its assignments and supporting notes.

Check the downloaded record

For example, after approving Jordan’s visit, open its saved Approved shift, check the reference, participant and date, then use Export to PDF. Open the downloaded file and check those identifying details, each assignment’s clocks, the full progress note and the photo section where you have access. For a multi-worker shift, check all assignments rather than only the first page.

If you discover an error, return to the saved record and use the permitted correction/review workflow. Then export a new copy and distinguish it from the earlier download. Editing or renaming the PDF does not correct the underlying shift.

What is included

The report includes saved shift details, participants and allocations, assignment clocks and office corrections, support coding, full progress notes, tasks and travel details. Notes retain their saved status, including draft or returned status where present. Dates and times use the shift’s timezone, and long notes continue across numbered pages.

Worker note photos are appended with assignment, worker and filename captions when your role has document access. If you can read Scheduling but cannot read documents, the report explains that photos were not included. Read-only access to an approved shift can still allow export.

If the download cannot finish

A photo download failure stops the export so you do not receive a silently incomplete copy. Check your connection and access, then retry. A PDF larger than 10 MB including photos cannot be generated; download the original photos separately as directed by the message.