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Dates & backdating captures

iPhone Record screen showing the fixed 5-day calendar strip at the top with today highlighted in blue

Managers cannot always document an event the minute it happens. The Record calendar strip lets you select today or a recent preceding day before you start a capture so the saved record’s timestamp reflects the day the event occurred.

  • You had a coaching conversation on Friday evening and are recording your note on Saturday morning.
  • You are catching up on a pre-shift huddle note or attendance event from earlier in the week.
  • iPhone app: The fixed 5-day date strip at the very top of the Record tab, showing today and the four preceding local days sized to fit your screen without horizontal scrolling.
  • Web recorder (/record): The date bar above the capture controls on the floor recorder.
  • Android companion (testing): The Earlier / Today / Later log-day selector on the Record screen.
  1. On the Record screen, look at the date cards at the top of the screen. Today’s date is selected by default (highlighted in primary blue).
  2. Tap one of the preceding days in the strip to select that date.
  3. Start your capture:
    • Tap a button for voice capture
    • Long-press a button for typed capture
    • Tap Late, No Show, or Sick for attendance
  4. Save the record as usual.
  • Today vs. earlier days:
    • When today is selected, Docu-Coach™ uses the exact instant you started or saved the capture.
    • When an earlier day is selected, Docu-Coach™ sets the record’s timestamp (created_at, or occurred_on for attendance) to 12:00 PM (local noon) on that local calendar date so daylight saving time and timezone boundaries never shift your note onto the wrong day.
  • Audio jobs freeze the selected date at recording start: If you select an earlier date and tap to record audio, that chosen date is locked into the upload job—even if the upload finishes later after you reconnect to Wi-Fi.
  • Task extraction preserves capture timezone: When AI extracts follow-up tasks from a note with relative dates (such as “by Friday”), Docu-Coach™ resolves weekday expressions deterministically in your capture timezone.

Permissions, plans, and platform limitations

Section titled “Permissions, plans, and platform limitations”
  • Window limit: On the iPhone app, the fixed date strip displays today and the 4 preceding local days (5 days total). Dates older than the strip window cannot be selected for a new capture.
  • Saved dates are not editable: Once a record is saved, its occurred/created timestamp is fixed. If you need to reference an older historical event in a new note, mention the specific historical date in the body of your note.
  • Forgot to switch the date back to Today: Check the highlighted blue date card at the top of the Record screen before starting your next recording.