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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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  1. Getting Started

Maica Usage Rules

Learn about how to use Maica and what rules should be followed to ensure Maica behaves as expected.

Maica has been developed on the Salesforce platform which means, as a user, you are able to configure the underlying platform, make changes to page layouts, edit records directly, among many other things. At times, this will compromise the way Maica works and could result in either invalid data or processing errors. The below page outlines how Maica should be used/configured to avoid potential errors or unexpected bahaviours.

Direct Data Object Access

The list of the below Salesforce Maica data objects can be edited directly. Any data objects not listed below must be interacted with via Maica's user interface components to avoid unexpected behaviour.

Object
API Name

Accommodation

maica_cc__Accommodation__c

Availability

maica_cc__Availability__c

Checklist

maica_cc__Checklist__c

Checklist Item

maica_cc__Checklist_Item__c

Client Goal

maica_cc__Client_Goal__c

Client Note

maica_cc__Client_Note__c

Client Note Template

maica_cc__Client_Note_Template__c

Connection

maica_cc__Connection__c

Goal

maica_cc__Goal__c

Invoice

maica_cc__Invoice__c

LGA

maica_cc__LGA__c

Location

maica_cc__Location__c

Operating Hour

maica_cc__Operating_Hour__c

Payment

maica_cc__Payment__c

PHN

maica_cc__PHN__c

Postcode

maica_cc__Postcode__c

Price List

maica_cc__Price_List__c

Price List Entry

maica_cc__Price_List_Entry__c

Resource

maica_cc__Resource__c

Resource Skill

maica_cc__Resource_Skill__c

Service Agreement

maica_cc__Service_Agreement__c

Skill

maica_cc__Skill__c

Support Item

maica_cc__Support_Item__c

If you change any of Maica's default configurations, including User Permissions, Page Layouts, Lightning Pages, and User Access, this will be done at your discretion and responsibilty.

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Last updated 5 months ago

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