Review and claim a shift

After a worker clocks out, a shift is ready to review.

Progress notes

For shifts coded post-service, the worker submits a progress note from the mobile app. Its status moves from Draft to Submitted, and you review it. The note is where the support actually delivered is confirmed.

Approving

Open the shift, go to Manage assignments, and approve each worker once you are happy with their times, travel and note. When every worker is approved, the shift becomes Approved. If only some are done, it shows Part approved. Approval may surface claim warnings (for example a compliance or rate issue) for you to check before proceeding.

Becoming a claim

An approved shift produces the finance items that flow through to invoicing and claiming: a support line for the delivered support, plus any travel. You can see these on the participant’s Financial tab, and the spend shows in their budget utilisation.