Pass-On-Log Do's and Don'ts

Pass-On-Logs are a vehicle in which information can be passed between managers regarding specifics of shifts run. All requested information is to be filled in. Specific and thorough notes are expected. The following are some general guidelines for pass-on-log use.

DO'S DON'TS
Review past notes and answer any questions addressed to you. Don't get emotional (be objective).
Initial to show that you have read, understood and will act. Don't use offensive language.
Make a habit of noting thoughts, ideas, and reminders throughout the shift so your log notes will be thorough. Avoid opinions and judgments.
Put all information from reminder notes into Pass-On-Log or Planner at the end of shift. Don't criticize other managers or their performance. Do this privately (i.e., Bill, please see me regarding last nights close).
Fill out entire sheet.
Make notes neat and legible.
Be factual. Don't complain without taking action or suggesting a solution.
Describe shift details thoroughly. Avoid general, vague comments (dead, slammed, etc.).
Communicate employee performance (positive and negative) and action taken. Don't substitute pass-on notes for face to face feedback.
Note training accomplished in sufficient detail that other managers can follow-up and staff their shifts accordingly.
Describe problems completely so that reader understands what you mean (W, W, W, W, W, H1). Don't detail serious employee problems (suspected theft, personal problems, etc.,)

If you can't adequately explain something and answer W, W, W, W, W, H questions, attach a separate sheet or refer other managers to you.
Address all questions, requests, expectations to the appropriate people.

If you expect a response, ask for it. Be specific with what you want and when ("call me at home tomorrow morning").

Be critical of your shift. It helps others be aware of progress towards goals.

Don't delegate or pass problems to others whenever possible.

Set up log sheets and write notes for future shifts when applicable.

Inform others of things (parties, schedule changes, etc.) that may affect their shifts.

Communicate professionally (use good taste).

Proofread your notes for completeness, clarity and understanding (put yourself in the other manager's shoes).

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