How to Add a Form to Your Logbook Channel in Axial Shift

Once you’ve created a form in Axial Shift, the next step is to make it accessible to your team by adding it to a specific logbook channel. Follow the steps below to easily attach your form where it’s needed most.

Step-by-Step: Adding a Form to a Logbook Channel

1. Navigate to Settings
   Hover over the Settings menu and click on Staff Note Types.

     2. Locate Your Form
     You’ll see a list of the forms you’ve created. Find the one you want to use and click the pen and paper       icon to open it.

    3. Assign to Specific Channels
    Click on Restrict to specific channels.
    From the dropdown menu, select the channels where you want this form to be available.

    4. Save Your Changes
   Once you’ve selected the appropriate channels, click Save.

Accessing the Form in the Axial Shift App

1. Open your Axial Shift app and go to the Hub.

2. Choose the channel you assigned the form to.

3. Click on the paperclip icon (or plus sign) to add a new entry.

3. Select Add New Staff Note Entry.

4. You’ll now see the form you just added listed and ready to use!

If you need help at any step, our support team is here for you!

You can reach out to us:

Email us at support@axialshift.com
Text us at (510) 519-3988