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Shift Notes Questionnaire

How do I add a new question to the shift notes form?

1 min read Updated October 2026

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.

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