Create an Appointment
Learn about the process of creating a new Appointment.
How do I create an Appointment?
A quick and efficient way to create Appointments is directly through the the Maica Planner. Maica has an interactive user mechanism where you can simply drag and release your mouse on the Planner in order to prompt the creation of an Appointment.
Creating an Appointment is dependant on what View you are in within the Planner. You need to be in one of Schedule, Participant, Asset or Accomodation View in order to create an Appointment, otherwise you will create a Shift.
Please see below for an example:
You can also create an Appointment through the Planner Quick Action. To learn more, click here.
Pre-populated Fields
When creating an Appointment, a number of fields will be pre-populated. These fields depend on the Planner view the user is in when the Appointment is created. The pre-populated fields for each view are outlined in the table below:
| Planner View | Pre-populated fields |
|---|---|
| |
| |
| |
| |
This view will create a | |
This view will create a |
Appointment Stages
After the new Appointment is created, a few stages must be completed before the Appointment can be confirmed.
The available sections during the creation or management of the Appointment are are configurable and determined by the selected Appointment Services and the Maica Settings. For further information, see the Administration Guide.
Below is a list of these stages:
To dive deeper into each stage, please visit the specific pages for detailed information on every stage.
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