In Shepherd, as in most modern software, Push describes the way information is kept up to date automatically, without the user needing to refresh or request it manually. This ensures that what the Service Manager sees on their screen reflects the very latest activity across the system. Within Shepherd’s environment, the Planner Board (the central tool for scheduling and coordination) makes extensive use of Push. Many of its features are designed to update in real time, giving managers immediate visibility of changes as they occur.

The slides that follow set out which specific aspects of the Planner Board are subject to Push updates, as well as how those updates present themselves in practice. They also make clear which features are not linked to Push. These exclusions are intentional, reflecting areas where Shepherd users have not required automatic updating in order to improve or streamline their day-to-day processes.

In general terms, the behaviour of Push can be broken down quite simply. When a record is created, new information becomes visible where nothing was shown before. When a record is updated, the information already displayed changes to match the new details. When a record is deleted, the information disappears altogether. In some cases, status changes do more than just update text: they can also trigger a shift in color, making it easier for managers to see and interpret changes at a glance.