LogoLogo
Maica's Homepage
Admin Guide
Admin Guide
  • Welcome to Maica Administration
  • Getting Started
    • Check your Salesforce Hosting
    • Licence Agreement
    • The Maica Release Process
    • Find your Maica Edition
    • The Implementation Process
  • Data
    • Data Objects
      • Agreement Item
      • Appointment
      • Availability
      • Booking Item
      • Checklist
      • Client Note
      • Connection
      • Contact
      • Delivery Activity
      • Funding
      • Funding Item
      • Invoice
      • Invoice Line Item
      • Location
      • Log
      • Payment Request
      • Preference
      • Price List
      • Price List Entry
      • Resource
      • Resource Participant
      • Service Agreement
      • Service Agreement Leave
      • Service Agreement Statement
      • Service Booking
      • Shift
      • Support Category
      • Support Item
      • Timesheet
      • Timesheet Entry
      • Unavailability
    • Permission Sets
    • Reference Data
      • Reference Data Template
      • Import Template
    • Data Import Utility
      • NDIS Support Catalogue
      • Data Import Flows
  • System Processes
    • Billing Invoice Generation
    • Timesheet Generation
    • Recurring Schedules
    • Travel Claiming and Expenses
    • Public Holiday Configuration
    • Configuring Maica Components
      • Appointment Services
      • Support Items
      • Support Categories
      • Overnight and 24 Hour Availability
  • Enable Maica Actions
  • Scheduled Jobs
  • Maica Timezone Management
  • Integrations
    • Create a Site
    • Xero Integration
      • Support Item Configuration
    • Stripe Integration
    • NDIS Notifications
  • Settings
    • Renewal Management
    • Claim Management
      • NDIS
        • Handle BPR Results & Remittance Files
        • BPR File Import Flows
      • Aged Care
    • Invoice Management
    • Support Item Management
    • Integration Management
      • NDIS Integration
      • Stripe Integration
      • Xero Integration
    • Connections Management
      • General Settings
      • Reciprocal Settings
    • General Settings
    • Planner Management
    • Rostering Management
    • Service Management
    • Timesheet Management
    • Validation Management
    • Travel Management
    • Billing Management
    • Maps Management
    • Participant Notes
Powered by GitBook

Further Maica Resources

  • Homepage
  • Features
  • FAQs
On this page
  • Fields & Relationships
  • Validation Rules
  • Key NDIS Attributes Required When Funding Source is NDIS
  • Category Support Item or Bucket Cannot Be Related to Appointment Service Record
  • Automation
  • Trigger Handlers
  • Support Item Service Validation
  • Support Item Unit of Measure

Was this helpful?

Export as PDF
  1. Data
  2. Data Objects

Support Item

This object in Maica represents the Services to be delivered and are associated Support Categories.

PreviousSupport CategoryNextTimesheet

Last updated 9 months ago

Was this helpful?

Fields & Relationships

The table below provides a comprehensive overview of all fields and relationships for the Support Item object in Maica. Please refer to the table below for detailed information.

Validation Rules

The list below outlines the Validation Rules applied to the Shift Object in Maica.

Please refer to the list below for more detailed information on each Validation Rule.

Key NDIS Attributes Required When Funding Source is NDIS

Ensures key NDIS attributes cannot be null if the Funding Source equals NDIS

Validation Rule Detail

Rule Name

VAL_SUPPORT_ITEM_0001

Error Message

VAL_0001: When the Funding Source is NDIS, the following fields are required: Support Category, PACE Support Category, Support Item Number, Service Day, Service Time.

Error Location

Top of Page

Error Condition Formula
AND(
    ISPICKVAL(maica_cc__Funding_Source__c, "NDIS"),
OR(
    ISBLANK(maica_cc__Support_Category__c),
    ISBLANK(maica_cc__PACE_Support_Category__c),
    ISBLANK(maica_cc__Support_Item_Number__c),
    ISPICKVAL(maica_cc__Service_Day__c, ""),
    ISPICKVAL(maica_cc__Service_Time__c, "")
)
)

Category Support Item or Bucket Cannot Be Related to Appointment Service Record

Ensures that a Category Support Item, or Bucket, cannot be related to an Appointment Service record.

Validation Rule Detail

Rule Name

VAL_SUPPORT_ITEM_0002

Error Message

VAL_0002: A Category Support Item, or Bucket, cannot be related to an Appointment Service record.

Error Location

Appointment Service

Error Condition Formula
AND(
    maica_cc__Bucket__c = TRUE,
    NOT(ISBLANK(maica_cc__Appointment_Service__c))
)

Automation

Trigger Handlers

The list below outlines the Trigger Handlers applied to the Support Item Object in Maica.

Please refer to the list below for more detailed information on each Trigger Handler.

Support Item Service Validation

This trigger is designed to manage the validation of support item services in Maica.

Detail

Load Order

1

Label

SupportItemServiceValidation_MDTM

Execution, Logic & Outcome

Execution of Trigger Logic:

The trigger logic defined in the SupportItemServiceValidation_MDTM class is executed when the trigger conditions are met. The class contains the code that manages the validation process for support item services.

  • Trigger Conditions:

    • When a new support item (maica__Support_Item__c) is created.

    • When an existing support item is updated.

    • Any specific field changes that are monitored by the trigger (defined in the handler class).

Logic Explanation

  1. Initialisation:

    • When a support item record is created or updated, the trigger is initialised. The SupportItemServiceValidation_MDTM metadata type configuration is loaded, ensuring that the trigger is active (Active__c is true) and has the correct load order (Load_Order__c is 1.0).

  2. Trigger Execution:

    • Upon initialisation, the trigger executes the logic defined in the SupportItemServiceValidation_MDTM class.

    • The class methods perform the following steps:

      • Validation: The support item data is validated to ensure it is complete and accurate.

      • Compliance Check: The support item is checked for compliance with predefined service criteria, ensuring that it meets all necessary standards and requirements.

      • Update: The support item record is updated with the validation results, indicating whether it has passed or failed the validation checks.

Trigger Outcome:

Once executed, the trigger ensures that each support item service is validated correctly, according to the logic specified in the handler class. This helps maintain accurate and compliant support item data.

Support Item Unit of Measure

This trigger is designed to manage the unit of measure for support items in Maica.

Detail

Load Order

1

Label

SupportItemUnitOfMeasure_MDTM

Execution, Logic & Outcome

Execution of Trigger Logic:

The trigger logic defined in the SupportItemUnitOfMeasure_MDTM class is executed when the trigger conditions are met. The class contains the code that manages the unit of measure setting process for support items.

  • Trigger Conditions:

    • When a new support item (maica__Support_Item__c) is created.

    • When an existing support item is updated.

    • Any specific field changes that are monitored by the trigger (defined in the handler class).

Logic Explanation

  1. Initialisation:

    • When a support item record is created or updated, the trigger is initialised. The SupportItemUnitOfMeasure_MDTM metadata type configuration is loaded, ensuring that the trigger is active (Active__c is true) and has the correct load order (Load_Order__c is 1.0).

  2. Trigger Execution:

    • Upon initialisation, the trigger executes the logic defined in the SupportItemUnitOfMeasure_MDTM class.

    • The class methods perform the following steps:

      • Validation: The support item data is validated to ensure it is complete and accurate.

      • Unit of Measure Setting: Based on predefined criteria, the unit of measure is set or updated for each support item, ensuring that it meets all necessary standards and requirements.

      • Update: The support item record is updated with the unit of measure details, indicating whether it has passed or failed the validation checks.

Trigger Outcome:

Once executed, the trigger ensures that each support item has its unit of measure set or updated correctly, according to the logic specified in the handler class. This helps maintain accurate and consistent unit of measure data for support items.

Click to view and download the complete Support Category Schema.

here
Support Item Schema