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User Guide
User Guide
  • Welcome to the Maica User Guide
  • Getting Started
    • Get Started with Maica
    • Your Maica Learning Path
    • The Maica Lifecycle
    • Salesforce Key Concepts
    • Maica Key Concepts
      • Participant
      • Resource
      • Price List
      • Asset
      • Service Agreement
      • Support Item
      • Appointment Service
      • Appointment
      • Shift
      • Location
      • Delivery Activity
      • Timesheet
      • Invoice
      • Checklist
    • Maica Usage Rules
  • Participants
    • Participant Profile
      • NDIS Funding
        • Synchronise Participant Information
        • Funding Record Overview
        • Service Booking Overview
        • Create Service Booking
        • Manage Service Booking
      • Home Care Package Funding
    • Billable Participant Notes
      • Take a Note
      • Custom Fields
      • Tasks
      • Files
    • Manage Preferences
    • Global Actions
      • New Appointment
      • New Shift
      • New Billable Participant Note
      • New Timesheet Entry
  • Resources
    • Resource Profile
  • The Planner
    • Planner Overview
    • Planner Views & Modes
      • Schedule
      • Participant View
      • Asset View
      • Accomodation View
      • Roster View
      • Shift View
    • Planner Actions
      • Order By
      • Group By
      • Select Date
      • Create new Appointment
      • Appointment Optimiser
      • Manage Unavailability
      • Billable Participant Note
    • Planner Filter
      • Basic Filters
      • Advanced Filters
  • Appointments
    • Create an Appointment
      • Basic Details
      • Location
      • Schedule
      • Additional Details
      • Custom Fields
      • Summary
      • Smart Selection Filter
    • Manage an Appointment
    • Appointment Actions
      • Check-In
      • Check-Out
      • Quick Completion
      • Cancellation
      • Attach Files
      • Participant Signatures
      • Appointment Breaks
      • Appointment Expenses
      • Participant Notes
      • Checklists
      • Open Appointment Profile
      • Google Maps
  • Shifts
    • Create a Shift
      • Basic Details
      • Location
      • Schedule
      • Additional Details
      • Shift Instructions
      • Custom Fields
      • Participant Notes
      • Summary
    • Manage a Shift
    • Shift Actions
      • Check-In
      • Check-Out
      • Quick Complete
      • Cancellation
      • Attach Files
      • Shift Breaks
      • Shift Expenses
      • Checklists
      • Shift Notes
      • Open Shift Profile
      • Google Maps
  • Timesheets
    • Timesheet Overview
      • Create a Timesheet Entry
      • Submit a Timesheet
  • Service Agreements
    • The Building Blocks
    • Agreement Management
      • NDIS Agreements
        • Manage Service Agreement
        • Manage Price List
      • Aged Care Agreements
        • Manage Budget
        • Manage Services
        • Discharge Services
  • Invoices
    • Invoice Overview
      • Invoice Line Item Overview
      • Payment Request Overview
    • Invoice Actions
      • Process an Invoice
      • Claim an Invoice
      • Reclaim an Invoice
      • Cancel an Invoice
      • Credit an Invoice
      • Sync with Xero
  • Integrations
    • Xero Integration Overview
    • Stripe Integration Overview
  • Troubleshooting
    • General Troubleshooting
  • ANNOUNCEMENTS
    • Support at Home Legislation
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  • Definition
  • Purpose
  • Usage
  • Final Thoughts

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  1. Getting Started
  2. Maica Key Concepts

Asset

Learn about how Maica uses Assets within the overall solution.

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Last updated 6 months ago

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Definition

An Asset is a non-human Resource delivering a service, either via an Appointment or a Shift. This includes information such as location details, availability, unavailability, skills, and the relationship to specific .

Typical Assets might be cars being used to deliver services, rooms being booked, as well as any equipment beign taken to and , such as medical equipment.

Purpose

The purpose of Assets is to capture the various non-human delivering services. This has been architected as a record type on the data object rather than using the native Salesforce Contact. The main reason for this is to separate the workforce (human and non-human) from the overall Contacts/Participants in the system. Assets also capture fundamentally different information which lends itself moreso to a specific data object to manage this.

Usage

Assets are used widely in Maica, including associating them with and . This includes beign able to filter and select Assets for based on Skills and Availability.

In many ways, Maica treats Assets just like with some reduced functionality, such as capturing personal information as this does not apply to non-human .

Final Thoughts

There are many use cases where not only human care workers () are involved in the delivery of services but also non-human ones, such as cars, rooms, equipment, among many others. Maica offers the ability to treat these non-human just like your care team buy including them in the scheduling, filtering, and rostering of your services.

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Appointments
Shifts
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