General Settings
Learn about General Settings in Maica
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Admin Guide
Learn about General Settings in Maica
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These settings determine how Maica manages General Settings and their function throughout the application. Please refer to the below table for more information on each setting:
Maica Managed Sharing
Salesforce offers a security mechanism called which allow you to configure access for particular users to specific records in Salesforce. This setting enables/disables the automatic creation/removal of a Salesforce Sharing Rule for the resource when a Resource Participant (on the Resource profile) is created or removed, as shown in the below screenshot.
Allow Saving when Validation Rule is triggered
Salesforce offers a validation mechanism called which allow you to configure specific validations, such as field masks and mandated values. This setting enables/disables Maica to adhere to any Salesforce Validation Rules configured against the Appointment record and, if triggered, prevent the creation/management of an Appointment.
Schedule Horizon
When creating recurring Appointments or Shifts, Maica will generate the relevant records in advance for you but this will be a rolling generation limited by the Schedule Horizon. As an example, by setting the Schedule Horizon to 4 weeks, your recurring Appointments/Shifts will be generated 4 weeks in advance at any one time.
Please refer to the below table for more information on each setting:
Time of Day
When billing, particularly within the NDIS, there may be multiple for the same service but different times, for example a Support Item for a 10am service might be different to a Support Item for the same service at 3pm.
As such, Maica needs to know what time falls into what bracket, for example 3pm is considered to be Afternoon and so forth. This setting defines the various time brackets and their corresponding service times for the purposes of billing.
Prioritisation
This setting defines which order Maica will use when a time falls into multiple time brackets so the most relevant Support Item is selected for the purposes of billing.
