You can add customised questions to the Shift Notes form and make them specific to a particular client, shift type, or both.
Steps to Add a New Questions:
Step 1:
Click on your Profile Name from the top-right hand side.
Step 2:
Select Profile & Settings.
Step 3:
Click on Questionnaire.
Step 4:
Click on + Add Question from the top-right hand side.
Step 5:
Enter the required Question.
Step 6:
Under Client, select a specific client if you want the question to apply only to that client.
Step 7:
Under Shift Type, select the required shift type if you want the question to apply only to that shift type.
Step 8:
You can select both Client and Shift Type to make the question specific to a particular client and shift type.
Step 9:
Select Mandatory if you want staff to be required to answer the question.
Step 10:
Save/Submit the question to add it to the Shift Notes form.
Note: Import Questions
You can also import multiple questions at once using the Import Questions option next to the + Add Question button.
Follow the steps:
Step 1:
Click on Import Questions.
Step 2:
Click on Click here to download the import template.
Step 3:
Enter all the required questions in the template.
Step 4:
Once completed, drag and drop the file into RotaWiz.
Step 5:
Click on Next to proceed with the import.
