Every status label, what it means, the order they happen in, and where to read the legend.

Every shift carries a status. It is worked out from the workers on the shift and what they have done, so it updates on its own as the shift progresses. The same label and colour appear on the Planner chip and in the Table.

The normal lifecycle

These labels describe the current saved work. Multi-worker shifts can have different assignment states at the same time, so this is a guide to progression rather than a checklist that every shift must pass through:

Status	What it means
Booked	Created, no worker yet.
Worker selected	A worker is assigned, but the assignment is not published.
Partly published	A multi-worker shift where some, but not all, of the assigned workers are published.
Published	The assignment is published and visible to the worker on mobile (every assigned worker, if there are several).
Awaiting worker	Published on a shift that asks for acceptance, and the worker has not answered yet.
Accepted	Every published worker has accepted.
Clocked In	The worker has clocked in.
Clocked Out	The worker has clocked out.
Notes Submitted	A post-service progress note has been submitted.
Notes rejected	At least one unapproved note has been returned for correction. Wait for the worker to resubmit.
Part approved	Some, but not all, workers on the shift have been approved.
Approved	Every worker has been approved. Sign-off is complete.

Note

Partly published only appears on shifts with more than one worker, for example Group or Intensive support. The shift reads as fully Published only once every assigned worker is published; while any assigned worker is still unpublished it stays Partly published. A slot with no worker in it does not hold the shift back, so single-worker shifts never show this status.

Saved shift SH-2026-0005 for Mavis Quinn retains Required acceptance and is Booked, ready for Manage assignments. — 1Booked means the saved shift still needs a worker.
2Open assignments to choose the worker and support details.
A saved Booked shift still needs a worker assignment. Required is selected, but no worker request exists until publication.

Worker acceptance: Awaiting worker, Accepted and Declined

Awaiting worker and Accepted describe a request made with Acceptance: Required. Automatic allows newly published assignments to proceed without a worker response. Switching an existing shift to Automatic removes its pending request, but retains the worker’s earlier answer: a recorded Declined can still appear and needs office follow-up. Choose Acceptance on the shift form: see Assign a worker.

Status	What it means
Awaiting worker	Published, waiting for the worker to accept. They cannot clock in or start travel until they do.
Accepted	Every published worker has accepted. This is your confirmation; accepting sends no separate alert.
Declined	A worker turned the shift down, which unpublishes their assignment.

A decline remains visible after that assignment unpublishes. Later work, submission, approval or cancellation can give the overall shift a different status, so inspect the individual worker’s tab before deciding what needs action.

Published direct shift SH-2026-0007 is Awaiting worker; Acceptance is Required. — 1Awaiting worker means the published assignment still needs the worker’s response.
2Open each assignment to check its publication and acceptance.
This different shift has been published with Required acceptance. Awaiting worker is the saved state until the worker responds.

What a decline does

The worker’s assignment unpublishes itself. The worker stays attached to the slot, so you can see who declined.
The shift reads Declined and needs action.
With Required still selected, publishing again asks the question afresh. Adjust the shift, or pick another worker, then publish; the new request is a new question, and reassigning to a different worker resets acceptance entirely.
Rescheduling a Required shift also resets acceptance and restarts the reminder ladder.

The office is told: a Shift declined notification names the worker and points you at reassigning the shift. There is also a Shift unconfirmed notification at 48 hours and again 12 hours before the shift starts if nobody has answered. Both are opt-out under Bell > Preferences > Shift acceptance (see Notifications).

Other statuses

Status	What it means
Copied	A fresh copy of another shift that has not been published yet.
No-show	Published, nobody clocked in, and the scheduled end has passed. Editing and rescheduling are locked. Use Cancel shift on an eligible unworked record, or copy or archive as appropriate.
Cancelled	The shift, or a participant on it, was cancelled. The chip also shows a lock icon.

Where to read the legend

You do not have to remember every status. Open a shift, and the Status field in the Edit Shift drawer has an info icon beside its label; hover it for a built-in legend that explains each one.

Use the legend when a label is unfamiliar, then open Manage assignments to see the worker-level evidence behind it. On a multi-worker shift, one person can be approved while another still needs review; the overall label alone does not show the missing action.

Note

On the Planner the labels appear in capitals, for example NO-SHOW and WORKER SELECTED, and only show at all once a chip is wide enough; a very short shift may show just its participant and time. In the Table and the shift form the same labels appear in sentence case.

Tip

Publishing is the step that hands a shift to the worker, from the assignments drawer. Once a worker clocks in or provider travel starts, the shift locks: planned time, location and participants lock. Manage assignments for review and eligible corrections. Cancellation is subject to the started-work rules.

Check the assignment behind the label

Open Schedule > Scheduling, select the shift and use Manage assignments to inspect each worker. Read the publication, worker response, clocks, progress-note state and approval independently. To find delivery needing office attention, open Schedule > Assignments. Ready to approve contains work that has passed the required checks; other finished work can still need notes, travel or coding resolved.

Completed can appear on saved historical or completed records and can qualify a shift for PDF export. It is not a substitute for inspecting approval on each assignment. Locked is an additional restriction badge, not proof of approval. A copied shift remains Copied until publication changes its workflow, even after you reopen it.

Choose the next office action

What you see	Next check or action
Booked	Open Manage assignments and choose an eligible worker.
Worker selected or Copied	Check support and assignment settings, then Publish when ready.
Awaiting worker	Wait for the response or follow up with the worker. Approved availability does not answer the request for them.
Declined	Check who declined, arrange cover or adjust the shift, then publish a fresh request.
Clocked Out	Check whether the current progress note has been submitted and travel/break records are complete.
Notes rejected	Read the office message and wait for the worker’s corrected resubmission.
Notes Submitted or Part approved	Review each outstanding assignment’s times, note, attendance, supports and travel.
Approved	Continue to the applicable Billing or Payroll review; approval does not issue or pay anything.

For example, Partly published on a two-worker Intensive shift means one published worker is not proof that both can see the shift. Open both assignment tabs and finish the missing publication. Part approved similarly means review remains on at least one assignment.

Shift statuses