Workflow recipe

Capture shift activity

This recipe explains how work performed during a shift becomes structured data instead of paper notes or end-of-day memory. It is useful when field work needs to support compliance, billing, quality, care coordination, or client reporting.

Operational question

What actually happened during the shift, and where can admins review it?

Reference walkthrough

Assign tasks to shifts

Use the video as a visual reference, then use the sections below to understand the actual implementation model: data, workspaces, rules, workflow steps, tests, and common failure modes.

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Implementation model

Build the workflow in the same order the operation will depend on it.

A recipe is complete only when the business problem, data model, operator view, policy decision, automated follow-up, and testing path all line up.

Problem

Name the operating gap and the decision the team needs to make.

Data

Identify the records and fields Teambridge must trust.

Workspace

Create the queue where operators review and act.

Policy

Define what should be allowed, blocked, flagged, or ranked.

Workflow

Connect triggers, conditions, messages, updates, and approvals.

Test

Run realistic pass, fail, exception, and permission scenarios.

Data model

Shifts with assigned worker, location, role, active status, and related tasks.
Task records or fields with task name, instructions, completion status, notes, and timestamp.
Users with mobile access and role/location eligibility.
Locations with facility-specific task requirements.
Optional survey or quality records for structured follow-up.

Product example

What time review looks like when clock-ins and exceptions are part of the same record.

This supports time, attendance, payroll readiness, overtime, and exception sections because those workflows depend on trusted shift and timecard signals.

Open time tracking product page

Teambridge time tracking product visual showing a timecard workflow

Workspace design

Active Shift Activity workspace for work currently happening.
Completed Tasks workspace for admin review.
Missing Activity workspace where required tasks were not completed.
Quality Review workspace for low scores, notes, or incidents.
Billing Support workspace for activity that affects invoice readiness.

Rules and policy logic

Only show tasks relevant to the worker, role, shift, and location.
Require completion for tasks that support compliance or billing.
Allow notes or attachments where proof is needed.
Keep completed tasks linked to the shift and worker.
Escalate missing or failed tasks before payroll or billing closes.

Workflow sequence

How the process should run

Admin attaches tasks to a shift or location.

Worker opens the active shift in mobile.

Worker completes tasks, adds notes, or submits required fields.

Teambridge stores task completion against the shift.

Admins review completed and missing activity.

Approved activity can support compliance, care coordination, payroll, billing, or client reporting.

Testing checklist

Create a task for one role and confirm another role does not see it.
Complete a task from mobile and verify the admin record updates.
Leave a required task incomplete and confirm it appears in exceptions.
Add a note or attachment and confirm it remains tied to the shift.
Verify completed activity can be reviewed by the right access group.

Common failure modes

Tasks are generic and do not match what workers actually do.
Completion is captured but not linked to shift or worker.
Admins have no exception view for missing activity.
Mobile users see too much content and ignore the important task.
Billing relies on activity that was never approved.