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The Shift Notes screen at /rh/staff-operations/shift-notes displays a date-navigable log of shift notes for recovery housing operations and allows staff to create new notes via a dialog.

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Overview

The page loads shift notes via useShiftNotes, which queries the rh_shift_notes table joined to rh_residences, filtered by organization_id and ordered by shift_date and shift_time descending. The default filter sets shiftDate to today’s date using format(new Date(), 'yyyy-MM-dd'). A date navigator (previous/next day buttons and a “Today” shortcut) updates shiftDate in the filter state using addDays / subDays from date-fns. A residence select (from useResidences) and a shift-type select (day, evening, overnight) refine the table. The Create Shift Note button opens ShiftNoteDialog. Individual note rows link to /rh/staff-operations/shift-notes/:id.

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Who it’s for

No route-level RequirePermission beyond the outer RHViewGuard, which requires RH_PERMISSIONS.DASHBOARD_VIEW (rh.dashboard.view). STAFF_OPERATIONS_VIEW (rh.staff-operations.view) and STAFF_OPERATIONS_CREATE (rh.staff-operations.create) exist in RH_PERMISSIONS but are not applied as route-level guards on this path.

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Before you start

  • Hold rh.dashboard.view to access the RH module.
  • Identify the residence and shift type relevant to the note you want to review or create.

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Steps

1

Open Shift Notes

Navigate to /rh/staff-operations/shift-notes. The table loads today’s shift notes by default, ordered by most recent shift first.
2

Navigate to a different date

Use the previous (chevron-left) and next (chevron-right) buttons to move to another day, or click Today to return to the current date.
3

Filter by residence or shift type

Select a specific residence from the residence dropdown or choose a shift type (Day, Evening, Overnight) to narrow the results. Select “All Residences” or “All Shifts” to clear each filter.
4

Review existing notes

Browse the filtered table for existing shift notes for the selected date and shift.
5

Create a new shift note

Click Create Shift Note. The ShiftNoteDialog opens. Complete the form fields and save. The table refreshes with the new entry.
6

View note details

Click a row to navigate to /rh/staff-operations/shift-notes/:id for the full shift note detail view.

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Key concepts

The page stores shiftDate in local filter state as a yyyy-MM-dd string. The previous/next buttons use subDays / addDays from date-fns to compute the new date. The “Today” button resets to format(new Date(), 'yyyy-MM-dd').
The UI presents three shift types: day, evening, and overnight. These correspond to the shift_type column on rh_shift_notes. The semantic meaning within each program’s schedule should be confirmed with a subject-matter expert.
Residences are loaded via useResidences, which queries rh_residences scoped to the current organization. Selecting a residence sets residenceId in the filter, which maps to residence_id on rh_shift_notes.
The table is rendered by ShiftNotesTable with filters passed as props. The useShiftNotes hook is enabled only when organizationId is present, using useOrganization for tenant isolation.

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Viewing a shift note

The Shift Note Details screen displays the full record for a single shift note entry at /rh/staff-operations/shift-notes/:id. The Shift Note Details screen fetches a single record from rh_shift_notes joined with rh_residences for the associated residence name. The page header displays the shift date and a badge for shift type (Day Shift, Evening Shift, Overnight Shift). An “Edit” button opens an inline ShiftNoteDialog. Four content cards are rendered when data is present: Shift Information (residence name, date, shift type, shift time), Resident Status (narrative status text), Daily Operations (free-text operations notes), and Significant Events (free-text event notes). An Additional Notes card appears when the notes field is populated. Protected by rh.dashboard.view via RHViewGuard. The shift note record must exist; navigating to an invalid :id renders a “Shift note not found” message.
1

Open a shift note

From the Shift Notes list at /rh/staff-operations/shift-notes, click a row to navigate to its detail page, or go directly to /rh/staff-operations/shift-notes/:id.
2

Review shift information

The Shift Information card shows the associated residence, the shift date (formatted as Month D, YYYY), the shift type, and the shift time if recorded.
3

Review resident status

The Resident Status card displays the narrative status summary recorded by the staff member for the shift.
4

Review daily operations and events

The Daily Operations card and Significant Events card each show free-text content recorded for the shift. These sections are only rendered when content is present.
5

Review additional notes

If the notes field is populated, an Additional Notes card is rendered below the Significant Events card.
6

Edit the shift note

Click “Edit” to open the edit dialog and update the shift note record.
Three shift type values are supported: day (Day Shift), evening (Evening Shift), and overnight (Overnight Shift). The shift type badge style varies by type: day uses the default badge, evening uses the secondary badge, and overnight uses the outline badge.
The Daily Operations, Significant Events, and Additional Notes cards are conditionally rendered — they only appear if the corresponding field (daily_operations, significant_events, notes) contains a value. Absence of a card means no content was recorded.
Shift notes may contain resident names, behavioral observations, or other protected health information in the free-text fields. Access is limited to users with rh.dashboard.view and tenant-scoped via RLS on rh_shift_notes.

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Creating a shift note

The path /rh/staff-operations/shift-notes/new is not registered as a <Route> in src/routes/rh.tsx and does not resolve to a standalone component. New shift notes are created via the ShiftNoteDialog modal, which opens from the “Create Shift Note” button on the Shift Notes list page at /rh/staff-operations/shift-notes. The dialog renders ShiftNoteForm, which accepts residence, shift date, shift time, shift type (day, evening, overnight), daily operations, significant events, resident status, and a free-text notes field. The form supports auto-save on existing notes (interval configured via module settings). Requires rh.dashboard.view through the parent RHViewGuard. Navigate to /rh/staff-operations/shift-notes and click “Create Shift Note” to open the creation dialog.
1

Open Shift Notes list

Navigate to /rh/staff-operations/shift-notes.
2

Click Create Shift Note

Click the accent “Create Shift Note” button in the top-right header.
3

Fill in the form

Select Residence, Shift Date, Shift Time, and Shift Type. Enter any relevant content in Daily Operations, Significant Events, Resident Status, and Notes fields.
4

Submit

Click the submit button to save the new shift note.

Recovery Housing

Recovery Housing references and overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/rh.tsx
  • src/cores/rh/pages/ShiftNotesPage.tsx
  • src/cores/rh/pages/ShiftNoteDetailPage.tsx
  • src/cores/rh/hooks/useShiftNotes.ts
  • src/cores/rh/hooks/useShiftNoteDetail.ts
  • src/cores/rh/components/forms/ShiftNoteDialog.tsx
  • src/cores/rh/components/forms/ShiftNoteForm.tsx
  • src/cores/rh/types/index.ts
  • src/platform/permissions/constants.ts