ShiftLedger
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How ShiftLedger works

Short, task-based guides. If something here does not answer your question, send a support request and we will follow up.

Getting started

  1. 1Create your account and name your organization during onboarding.
  2. 2Add your sites with a location label and post instructions for guards.
  3. 3Assign guards to each site so they only see their own posts.
  4. 4Clear the sample records from Settings once your real data is in.

Running a shift handoff

  1. 1Open Handoffs and choose New handoff.
  2. 2Pick the site and shift date, then name the outgoing and incoming guard.
  3. 3Write the summary, duties completed, open concerns and next-shift instructions.
  4. 4The incoming guard opens the handoff and acknowledges it — a timestamp is stored on the record.

Tracking an issue to resolution

  1. 1Open Issues and choose New issue with a title, site, priority and owner.
  2. 2Team members add comments as the situation develops.
  3. 3Move the status from open to in progress, then to resolved.
  4. 4Overdue open issues appear in the Supervisor view until they are resolved.

Filing an incident report

  1. 1Open Incidents and choose New report.
  2. 2Set the site, date and time, and the incident category.
  3. 3Write the factual narrative and the actions taken.
  4. 4Save it as a draft, then submit it when the facts are confirmed. Drafts stay visibly separate from submitted reports.

Roles and what each one can do

  1. 1Organization admin: manages the organization, sites, team memberships and billing.
  2. 2Supervisor: reviews all records for the organization and manages issues.
  3. 3Guard: creates records and sees only the sites assigned to them.
  4. 4Access is enforced on the server for every request, not just hidden in the interface.

Billing status

  1. 1Plans are live in Stripe test mode: choosing one inside the workspace opens Stripe Checkout and no real payment is taken.
  2. 2Stripe is connected in test mode: no real charges are made and no live keys are used.
  3. 3Once a test subscription exists, subscription status is verified from the server and shown in Billing.

Still need a person?

Send a support request and it lands in the founder dashboard queue.