Handover notes

Handover notes carry context from one shift to the next. The 3 pm lead reads in three lines what the morning was juggling — a late check-out, a VIP arriving, a leaky tap in 412 — without hunting anyone down.

Where to find them

Handover notes live in Alerts & notes, and recent notes also appear on the Live dashboard so the incoming shift sees them as soon as they look up.

Writing a note

A note is free text — write it the way you'd say it. For each note you can:

• Target it at one department, several departments, or all of them.
• Pin it to keep it on top.
• Set an optional valid-until date — the note hides itself after that date. Handy for "tour group checks out Friday".
• Mark it resolved once it's dealt with.

Who can read what

Visibility is deliberate:

• Staff read notes for their own department.
• Managers read notes for the departments they run.
• Owners cannot read handover notes at all. They're working context for the floor, not a reporting channel.

See Roles and permissions for the full picture. Notes are encrypted at rest, and you can search them.

Notes are deleted after 30 days

Every note is permanently deleted 30 days after it's written — pinned or not. That's a privacy and compliance choice: a handover is operational context, not a records system. If something needs to be kept — an incident report, an HR matter — put it in your system of record, not in a handover note.

Notes or alerts?

A note waits to be read; an alert demands attention now. If the walk-in group arrives at 6 pm today, post an alert. If the next shift just needs to know what happened this morning, write a note.