Create Shift Notes at a Workstation for Operator Handoff

Add short notes at your workstation before handing off the shift for smooth transition of work to the next shift operator.

After checking in to your workstation, you can create notes either before starting the work order operation execution, or after finishing the work order operation execution. You can optionally use AI Assist to help with the text and format of the notes. You can verify, and optionally edit, the generated text before saving.

To create a new shift note, click Add Notes under the Activity section.

To enable the AI Assist button:

1. On the Workstation page, click the Settings and Actions menu for the page. You can click your user image or name in the global header to open the Settings and Actions menu.
2. Select Edit Page in Visual Builder Studio.
   Note: To view the Edit Page in Visual Builder option in the Settings and Actions menu, the user must have a role that includes the View Administration Link privilege (FND_VIEW_ADMIN_LINK_PRIV).
3. Set the enableAIAssist attribute to true and Publish the change.

Shift notes facilitate smooth handoff of work to the next operator. When operators in subsequent shifts check in to the workstation, they can see the hand-off notes in the workstation's activity feed. For example, you may want to leave handy tips about an erratically functioning equipment for the next operator.

Shift notes also eliminate the need for handwritten notes and reduce the risk of miscommunication.