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On this page
  • What does the Check-Out Action include?
  • Appointment Date Information
  • Who is Checking-Out?
  • Appointment Service Information
  • Check-Out Location
  • Appointment Checklist Information
  • Manage Travel
  • 1. Time and Distance
  • 2. Travel Cost Allocation
  • 3. Time Based Travel Breakdown
  • 4. Create a Timesheet Entry
  • 5. Non-Time Based Travel Breakdown
  • 6. Create an Expense Claim

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  1. Appointments
  2. Appointment Actions

Check-Out

Learn about checking out of Appointments

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Last updated 2 months ago

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What does the Check-Out Action include?

When checking out of an , you are presented with four distinct areas of input including Appointment Date Information, Resource(s) that are Checking Out, Appointment Service Information and Check-Out Location whilst the second shows Appointment Checklist Information and the Manage Travel Action.

Appointment Date Information

Similar to , This part of the Check-Out process captures the relevant Date and Time information. Maica offers configurable capability for Check-Out information to ensure that can be accurately recorded.

When Checking-Out of your , Maica will automatically populate the Date and Time information to the current Date and Time. This can be configured by manually entering any desired Date and Time, or by setting the information directly to match the scheduled by selecting the text shown below.

Who is Checking-Out?

The status of the Appointment changes from In Progress to Completed after the last Resource(s) checks out.

Appointment Service Information

Check-Out Location

In order for a Location to be obtained, the User must have Location Permissions set to Allowed on their Device or Browser.

Appointment Checklist Information

This stage will only show Checklist Item(s) that are set to an execute status of After or Either

Manage Travel

The Manage Travel Action offers the ability to capture travel and associated expense claim information. The main purpose of the Travel Management tool in Maica is to facilitate the accurate recording of travel-related information and ensure that travel-related expenses and time is tracked and logged accurately. The tool is broken down into a number of sections, as outlined below:

1. Time and Distance

2. Travel Cost Allocation

If you have multiple Participant(s) assigned to a particular Appointment, this section allows you manually allocate what percentage of the travel costs should be billed against each Participant, as shown below.

You can adjust these percentages by simply deleting the automatically populated percentages and manually inputting your desired ones.

3. Time Based Travel Breakdown

The Time Based Travel Breakdown allows you to divide the total minutes of travel into the time travelled to an Appointment, and from an Appointment.

You can do so by moving the slider to your desired split of Travel Time.

This allows flexibility in your Travel billing, and also has a direct relationship with how you may want to charge for Travel.

4. Create a Timesheet Entry

Maica allows you to create Timesheet Entries based on the Time Based Travel. These can be both Billable and Non-Billable, depending on how you treat Travel within your organisation. In order to create a Timesheets from Travel, you must have Payable Travel not equal to Do not Pay (it can be any other value) in the Travel Management Settings.

5. Non-Time Based Travel Breakdown

The Non-Time Based Travel Breakdown allows to divide the total kilometres of travel into the distance travelled to an Appointment, and from an Appointment.

Similar to the Time Based Travel Breakdown, you can do so by moving the slider to your desired split of Travel Distance. Additionally, you can manually input distance values for either distance to or from the Appointment.

When updating travel distances in the Travel Management modal, the system dynamically recalculates values based on the input changes. The logic ensures that adjustments are proportionally applied while maintaining accuracy.

Travel Proportion Calculation Logic

1. Changing "Before" (if Before ≤ Total)

  • The "After" value updates as: After = Total - Before

  • The slider position adjusts accordingly.

Example:

  • Initial values: Total = 50 km, Before = 20 km, After = 30 km

  • User changes Before = 25 km

  • System updates After = 50 - 25 = 25 km


2. Changing "After" (if After ≤ Total)

  • The "Before" value updates as: Before = Total - After

  • The slider position adjusts accordingly.

Example:

  • Initial values: Total = 50 km, Before = 20 km, After = 30 km

  • User changes After = 35 km

  • System updates Before = 50 - 35 = 15 km


3. Changing "Before" (if Before > Total)

  • The slider position remains unchanged.

  • The "After" value is recalculated as a percentage of the new "Before."

Example:

  • Initial values: Total = 50 km, Before = 40 km, After = 10 km

  • User changes Before = 60 km (exceeds Total)

  • System applies the percentage logic and adjusts After proportionally.


4. Changing "After" (if After > Total)

  • The slider position remains unchanged.

  • The "Before" value is recalculated as a percentage of the new "After."

Example:

  • Initial values: Total = 50 km, Before = 30 km, After = 20 km

  • User changes After = 70 km

  • System applies percentage logic to adjust Before proportionally.


5. Changing "Total"

  • Both "Before" and "After" scale proportionally based on the original ratio.

Example:

  • Initial values: Total = 50 km, Before = 20 km, After = 30 km

  • User changes Total = 100 km

  • New values:

    • Before = (20/50) × 100 = 40 km

    • After = (30/50) × 100 = 60 km

Travel distances can be recorded with up to two decimal places. Please note:

  • If you attempt to add more than two decimal places in the total distance travelled, Maica will display an error.

  • If you attempt to add more than two decimals to either the distance travelled before or after an Appointment, Maica will round this to two decimal places automatically.

As Expense Claims are based on Non-Time Based Travel, it is important to note that within the Travel Management Settings, you can select how you wish to Pay for Travel. The options include; Do not pay, Pay for travel to an Appointment, Pay for Travel from an Appointment, Pay for both.

This essentially means that if you have selected any value other than Do not pay, moving the slider will determine your Resource(s) reimbursement amount based on your Travel Management Settings.

6. Create an Expense Claim

Finally, once the above stages have been completed, the Manage Travel Tool will create an Expense Claim.

An Expense Claim essentially represents the amount required to pay the Resource for any expenses they might have incurred.

You cannot set a Check-Out Date/Time before your Check-In Date/Time. In this instance, Maica will display an error. To learn more about how Maica validates the parameters of an appointment, click .

Similar to , this part of the Check-Out process determines which are Checking-Out at any given time. When you check out of an for the first time, all of the allocated to that are automatically populated. This can be modified by manually removing any resources that are not currently Checking-Out. To Check-Out these at a later time, simply reselect the , then Check-Out, and repeat the process. All assigned to the who have not already Checked-Out will be automatically populated once again.

This part of the Check-Out process offers an overview of the delivered as well as the ability to adjust the quantity of each service as required. Adjusting the quantity offers you flexibility within an to control how long each may spend for each within an . This means, if the actual service duration has changed for one or more Participants, this can easily be captured at the time of Check-Out.

To learn more about the quantity function, click .

This part of the Check-Out process captures accurate Check-Out Location information. Maica offers the ability for Check-Out locations to be tracked to ensure that can be accurately recorded.

This part of the Check-Out process captures any assigned to the . If a has been associated with an , you will be presented with the list of each Checklist Item and asked to capture the outcome of each item.

Similar to , for each Checklist Item, if so configured in the , you are prompted to provide further information to manage possible outcomes of Checklist Items in the form of a Note. You access this Note by simply clicking on each Checklist Item.

The following sections explain the Manage Travel tool from a User Experience perspective. If you wish to dive deeper into the logic behind how Maica handles travel, click .

The first step in using the Manage Travel tool is to track the time and distance travelled as part of the Appointment. Maica will automatically populate, using Google, and based on the information provided at the stage of the Appointment creation, however, it can be adjusted if desired.

In the Travel Management Settings, you can select how you wish to charge for Travel. The options include; Do not charge, Charge travel to an Appointment, Charge Travel from an Appointment, Charge for both. To learn more, click .

To learn more about the Payable Travel Setting, click .

To learn more about the Travel Management Settings, click .

The Expense Claim is generated based on Non-Time Based Travel Breakdown as well as Reimbursement Rate set in the . It is stored as a record against a Resource that captures what they should be paid for their expenses.

Check-In
Resource(s)
Appointment
Resource(s)
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Appointment
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Appointment
Appointment Service(s)
Appointment
Participant
Appointment Service
Appointment
Appointments
Checklist(s)
Appointment
Checklist(s)
Appointment
Check-In
Checklist
Location
Appointment
Check-In
Appointments
Appointment
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Travel Management Settings