How to Add recap Template
Summary
You can add a recap template from the shift detail page by selecting Setup Recap Templates, entering the template name, and assigning it to a checkpoint (Checkin, Checkout, Midpoint, or Job Complete). Use the Required toggle to decide if the recap is mandatory before saving.
Transcript
On shift detail page, select setup recap templates option. Type in the name of the recap that needs to be added. Select the desired recap. Checkpoint drop-down is already set to checkin which is the desired checkpoint. Required toggle is set to on indicating that this is the required recap. Similarly, add the checkout recap. Select checkout from checkpoint dropdown. To set this recap non-required, turn the required toggle off and save. Type in the midpoint recap template name. Select the recap template. Select midpoint from checkpoint dropdown and save. Select setup recap template. Type in the desired recap template name and select it. From checkpoint drop-down, select the job complete checkpoint. Click save. This is how recap template for each checkpoint is added.