How to Create a Recap

Recaps let you collect key information from workers after a shift—like performance notes, incident details, or general feedback.

Steps to Create a Recap:

1. Go to the Reports tab
2. Click Generate Recap

3. Select Create Recap

   Fill in the recap details:

   • Recap Name
   • Select Company
   • Add your questions (e.g. open-ended or multiple choice)
4. Click Save

Once created, you’ll be able to assign this recap to specific orders and workers.