Shift

Learn about how Maica uses Shifts within the overall solution.

Definition

A Shift, whilst similar to Appointments, is the principal way of organising your Resources into timeslots across your locations, including capturing the following key information:

• Resources who are delivering the service as part of the Shift

• Appointment Services (Shift Service) which are being delivered as part of the Shift

• Location at which the Shift is being held

• Recurrance if the Shift is a repeating service being delivered

You can learn how to create Shifts here.

Purpose

A Shift sets out the structure under which Resources are rostered on a Location, including on a recurring basis. They are visually represented in the Maica Planner and can be accessed using either the web browser or mobile device (using the Salesforce mobile application).

The primary difference between Shifts and Appointments is that Shifts do not have specific Participants associated with the Shift. The overall purpose of a Shift is to place Resources at a specific Location at specific (and potentially recurring) times.

Usage

In Maica, Shifts form the central mechanism by which information about Resource rosters is captured and managed. Shifts are primarily managed through the Maica Planner and can be created or managed by any authorised end user, whether this be a dedicated scheduling team member or the Resource themselves.

Final Thoughts

It's important to understand the main differences between Shifts and Appointments, so we can best summarise this as follows:

• Appointments are structured to allow Participants to receive specific services at specific times.

• Shifts are structures to place Resources at a Location during specific times.

Both, Appointments and Shifts can be recurring and will automatically be generated by Maica.