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Service Records on Mobile

The Kibu mobile app allows you to efficiently manage and complete service records while on the go. You can create, view, and manage service records directly from your mobile device. You can easily access and complete them through your home page in the app, which displays all your incomplete service records for the day.

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Creating Service Records

You can create new service records directly from the mobile app: To create a service record directly from the mobile app:
  1. On the home page, select the group you wish to begin documentation for.
  2. Next to the individual you want to begin a record for, mark them as present by tapping the check mark.
    • Marking a member as absent will automatically complete a record for the day.
  3. Once a member is marked as present, time tracking will automatically begin (if enabled for the group).

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Managing Attendance

Track member attendance directly from the mobile app:
  1. Access the attendance feature through your member’s service record
  2. Mark attendance status for scheduled activities
  3. Update attendance as needed throughout the day
  4. Document any attendance notes or observations
  5. Save attendance changes automatically

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Viewing Quick Notes

To view quick notes associated with a service record on the mobile app go to the members profile and view their feed:
  1. Open the service record
  2. Tap the member’s profile at the top of the screen
  3. The feed will display all quick notes for that member for the day
This centralized feed makes it easy to reference all observations and notes while completing the service record.

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Completing Service Records

The completion process on mobile mirrors the web platform experience:
  1. Fill in all required fields
  2. Add any additional notes or observations
  3. Review the information
  4. Sign and approve the record

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Using Magic Pen

The Magic Pen AI assistant is available on mobile to help you efficiently complete service records:
  • Automatically pulls relevant information from quick notes
  • Suggests appropriate responses for fields
  • Helps maintain consistency in documentation
New to Magic Pen? Learn how to leverage this powerful tool by visiting our Magic Pen guide.

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Best Practices

  • Review quick notes before completing service records
  • Use Magic Pen to save time and ensure thorough documentation
  • Double-check all information before signing
  • Complete records as soon as possible after service delivery
The mobile app’s service record functionality ensures you can maintain accurate and timely documentation, even when you’re away from your computer.