Shift and visit checks

Who this is for: field workers using the Android app.

What you will learn: how start/end of shift and start/end of visit checks work, what a gate means, and what happens when you are offline.

Why there are four checks

They are not the same as the job checklist. The job checklist covers the task; the lifecycle checks cover readiness, site conditions and handover.

Start your shift

1. Open Shift.
2. Confirm the branch and vehicle.
3. Tap Start shift.
4. Complete the start-of-shift checks.

Typical checks:

• you are fit to work
• the phone is charged
• the vehicle walk-around is complete
• tools, PPE and calibration are valid
• lone-working arrangements are confirmed
• you are ready, restricted or unable to start

Start a visit

1. Open the job.
2. Tap Start work or Start visit.
3. Confirm the site, asset and scope.
4. Complete the start-of-visit checks.
5. Record before-work photos.
6. Proceed, hold, or record that you cannot start.

If the check is critical and fails, the app blocks ordinary progression and tells you to contact the supervisor. Do not try to bypass it.

End a visit

1. Complete the job checklist and evidence.
2. Open the end-of-visit checks.
3. Record the outcome and equipment status.
4. Record any isolation, barrier or permit still active.
5. Record handover and after-work photos.
6. Submit.

A return visit creates a new visit record. The job is not duplicated.

End your shift

1. Review incomplete visits.
2. Record any unresolved safety issue or equipment restriction.
3. Record vehicle, tool and stock issues.
4. Confirm time and expenses.
5. Confirm departure.

The app distinguishes saved on device from received by dispatch. If departure is pending upload, the office has not received it yet.

Gates

Emergency contact, incident reporting and recording a failed outcome are never blocked.

Offline

• Answers are saved on the phone first.
• Shift and visit start/end are queued as mutations.
• Published checks download when you reconnect; the app does not invent a safety template offline.
• Pending evidence resumes on reconnect.
• Do not clear app data while anything is pending.

Check your understanding

1. What is the difference between a job checklist and a start-of-visit check?
2. What happens when a critical check fails?
3. What does "pending upload" mean for departure?
4. Can you proceed after a block?

Related: Reporting incidents and asking for help · Offline use and syncing · Safety checklists, RAMS and SPA · Office: lifecycle checklists, alerts and reports