Shift-log / Shift protocol

Hi Roland_Fuchs,

Microsoft Teams can give you a more efficient solution for your shift logging and communication. You can achieve this by using a combination of Microsoft Teams, SharePoint, and Forms or Lists. If you have an access and if your company is ussing these Microsoft 365 Apps, here is what you can do:

1. Create a SharePoint Site:

- In Microsoft Teams, create a new SharePoint site dedicated to shift logs.
Create a team from scratch in Microsoft Teams - Microsoft Support
Teams and SharePoint integration - SharePoint in Microsoft 365 | Microsoft Learn

2. Set Up Document Library:

- Within the SharePoint site, create a document library for storing shift logs. for storing shift logs.
Create a document library in SharePoint - Microsoft Support

3. Create a Shift Log Template:

- In the same SharePoint site, create a Shift Log Template document (e.g., a Word or Excel document) that includes fields for all the required information (date, shift details, incidents, etc.).

Set a custom template for a SharePoint library - Microsoft Support

4. Use Lists or Forms:

- Option A: You can create a SharePoint List with columns for each piece of information in your shift log. This allows for structured data entry.
Create a list - Microsoft Support

- Option B: Use Microsoft Forms to create a form that mirrors your shift log template. Forms are user-friendly and can be linked directly in Teams.
Create a form with Microsoft Forms - Microsoft Support

5. Shift Manager Process:

• The current shift manager fills out the shift log template (either by editing a SharePoint document or entering data into a SharePoint List).
• They confirm that the next shift manager has read the information.

6. Next Shift Manager:

• The next shift manager reads the log and acknowledges it by confirming in the document or the list that they've read it.

7. General Manager Process:

• At the end of the day, the general manager reviews the shift logs in the "ShiftLogs" library and approves them.
• Approved logs are moved to the "ApprovedShiftLogs" library.
  
  

  
  Please click Mark as Best Response & Like if my post helped you to solve your issue.
  This will help others to find the correct solution easily. It also closes the item.

  
  

  If the post was useful in other ways, please consider giving it Like.

  
  

  Kindest regards,

  
  

  Leon Pavesic