> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Roster Navigation

How to navigate the client roster

## Roster navigation

The client roster screen includes several quick-access features at the top of the page.

### Hyperlinks

Click on the hyperlinks at the top of the roster screen to quickly access related information:

* **Client Name** - opens the client profile page
* **Address** - shows the location on Google Maps
* **Email** - opens a new email to the client

<Frame>
  <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/editing-shifts/image-1761890137376-0.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=589bea9ff40faf1ad2b6acce183b2b91" alt="Roster hyperlinks" width="780" height="127" data-path="images/scheduling/editing-shifts/image-1761890137376-0.png" />
</Frame>

### Toolbar

The toolbar provides access to budget, notes, leave, deleted shifts, and roster history.

<Frame>
  <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/editing-shifts/image-1761890137376-1.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=fda1a2f035b1026cd324fa89cbef581c" alt="Roster toolbar" width="564" height="181" data-path="images/scheduling/editing-shifts/image-1761890137376-1.png" />
</Frame>

### Publish toggle

* **Publish ON** - workers see their shifts and get notifications as shifts are updated, added, or deleted
* **Publish OFF** - workers don't see any shifts on their phone. Make changes without triggering notifications

### Complete a roster

When a roster is finished (for example, the client has ceased services), click **Complete**. Then filter out completed rosters in your roster list.

<Frame>
  <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/editing-shifts/image-1761890137378-9.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=a6cb345f072983253c44519b37e887b4" alt="Complete roster" width="667" height="95" data-path="images/scheduling/editing-shifts/image-1761890137378-9.png" />
</Frame>

## Roster notes

Click the **Notes** icon in the toolbar to view notes in the roster area.

<Frame>
  <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/editing-shifts/image-1761890137377-4.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=f6950a817ea73927a4990b330e3552df" alt="Notes icon" width="587" height="129" data-path="images/scheduling/editing-shifts/image-1761890137377-4.png" />
</Frame>

Produce a roster notes report by selecting a date range and clicking **Submit**.

<Frame>
  <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/editing-shifts/image-1761890137377-5.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=d8613324f0c6891009c395eb8e0a5553" alt="Roster notes report" width="320" height="228" data-path="images/scheduling/editing-shifts/image-1761890137377-5.png" />
</Frame>

The report lists all roster notes entered when creating a shift or shift repeat. Export to Excel if needed.

<Frame>
  <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/editing-shifts/image-1761890137377-6.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=d51e349d74864a9f224f28dcf8515649" alt="Notes report list" width="718" height="278" data-path="images/scheduling/editing-shifts/image-1761890137377-6.png" />
</Frame>

To view notes for a specific shift, left-click on the shift and select **View Notes**.

<Frame>
  <img src="https://mintcdn.com/visualcare/S6cUGf21Oaq-FSnX/images/scheduling/editing-shifts/image-1761890137377-7.png?fit=max&auto=format&n=S6cUGf21Oaq-FSnX&q=85&s=f3ecb2b94b6e61b286461d3265eb17f5" alt="View notes for shift" width="360" height="171" data-path="images/scheduling/editing-shifts/image-1761890137377-7.png" />
</Frame>
