Planner Management
Learn about Planner Management Settings in Maica
Last updated
Was this helpful?
Admin Guide
Learn about Planner Management Settings in Maica
Last updated
Was this helpful?
These settings determine how Maica manages the Planner and its function throughout the application. Please refer below for more information on each setting:
Please refer to the below table for more information on each setting:
Text Format
The Maica Planner allows you to specify what text appears in the cells of either an Appointment or a Shift.
This settings defines this by using a formula-based approach in which you can configure exactly what you want the text to be. This includes the merging of record attributes as well as your own text.
The Maica Planner allows for a variety of configuration options including colour branding and appearance as shown in the below screenshot.
Please refer to the below table for more information on each setting:
Main Cell Colour
The Maica Planner allows you to set the cell colour based on any attribute from the Appointment/Shift (as long as this is a picklist) and then you can assign a specific colour for for each value.
An example might be using an attribute called Status and then assigning a specific colour to each possible value of the Status such Planned or Scheduled.
Cell Indicator Colour
The Maica Planner allows you to set the cell indicator based on any attribute from the Appointment/Shift (as long as this is a picklist) and then you can assign a specific colour for for each value.
An example might be using an attribute called Status and then assigning a specific colour to each possible value of the Status such Planned or Scheduled.
Shift Colour
This is the cell colour used to show Shifts within the Planner Schedule and Participant views.
Unavailability Colour
Maica allows Resources to record Unavailability and this setting defines what colour these Unavailability records are shown in.
Unfilled Appointment Colour
Maica considers an Appointment to be unfilled when either the number of Participants or the number of Resources is less than the Ratio specified. This setting specifies the cell border colour of Appointments that are marked as unfilled.
Cell Border Colour
This is the cell border colour used to show Appointments within the Planner Schedule and Participant views.
Cell Border Radius
The Maica Planner allows you to specify the width of the radius of each Appointment cell. This setting specifies the width of the radius from no radius (set to 0) to any desired width (set to greater than 0).
Please refer to the below table for more information on each 'Other' Setting:
Field to be shown as the Participant Name
In the Maica Participant View (when selecting Timeline), all your active Participants are shown on the left had side of the Planner.
This setting allows you to select an attribute from the Participant (Contact) profile to display as a replacement of the name of the Participant.
Field to be shown as the Resource Name: Appointment
In the Maica Schedule View (when selecting Timeline), all your active Resources are shown on the left had side of the Planner.
This setting allows you to select an attribute from the Resources profile to display as a replacement of the name of the Resources.
Field to be shown as the Asset Name
In the Maica Asset View (when selecting Timeline), all your active Assets are shown on the left had side of the Planner.
This setting allows you to select an attribute from the Asset profile to display as a replacement of the name of the Asset.
Field to be shown as the Resource Name: Shift
In the Maica Roster View (when selecting Timeline), all your active Resources are shown on the left had side of the Planner.
This setting allows you to select an attribute from the Resources profile to display as a replacement of the name of the Resources.
Field to be shown as the Shift Name
In the Maica Shift View (when selecting Timeline), all your active Shifts are shown on the left had side of the Planner.
This setting allows you to select an attribute from the Shift record to display as a replacement of the name of the Shift.
Field to be shown below the Participant Name
In the Maica Participant View (when selecting Timeline), all your active Participants are shown on the left had side of the Planner.
This setting allows you to select an attribute from the Participant (Contact) profile to display below the name of the Participant.
Field to be shown below the Resource Name: Appointment
In the Maica Schedule View (when selecting Timeline), all your active Resources are shown on the left had side of the Planner.
This setting allows you to select an attribute from the Resources profile to display below the name of the Resources.
Field to be shown below the Asset Name
In the Maica Asset View (when selecting Timeline), all your active Assets (Non-Human Resources) are shown on the left had side of the Planner.
This setting allows you to select an attribute from the Resources profile to display below the name of the Resources.
Field to be shown below the Resource Name: Shift
In the Maica Roster View (when selecting Timeline), all your active Resources are shown on the left had side of the Planner.
This setting allows you to select an attribute from the Resources profile to display below the name of the Resources.
Field to be shown below the Shift Name
In the Maica Shift View (when selecting Timeline), all your active Shifts are shown on the left had side of the Planner.
This setting allows you to select an attribute from the Shift record to display below the name of the Shift.
Quick Information Dialog Fields
The Quick Information Dialog in an interactive component that allows you to quickly engage with an Appointment or Shift without having to open the management console.
This setting determines what attributes (fields) are shown on this Quick Information Dialog when single-clicking on an Appointment or Shift.
Quick Information Dialog Actions
This setting determines what actions (such as Check-in) are shown on this Quick Information Dialog when single-clicking on an Appointment or Shift.
Please refer to the below table for more information on each Shared Setting:
Snap Size
This setting allows you to set the number of minutes that an Appointment or Shift is moved when dragging.
An example might be setting this to 15 which means everytime an Appointment or Shift is dragged on the Planner, it is moved by 15 minutes.
Available Views
This setting specifies which Planner Views (like Schedule, Participant, or Shift) you would like your users to have access to. For example, if your organisation does not manage Shifts, then simply turn the Shift and Roster view off.
Unfilled Section Position
The Maica Planner shows a dedicated row for any Appointments or Shifts that are unfilled or unassigned. This setting determines whether this row is shown at the top of the Planner (in Timeline view), at the bottom or not at all
Timeline
This settings defines what time duration should be shown on the Planner, for example if 9am - 5pm is selected, then the Planner will render only these times. Use this setting to effectively represent your organisational working hours to be shown in the Planner.
Block Unavailability
Maica is able to either allow Appointments to be created when they overlap with a Resource's Unavailability or to block this from happening. This setting defines how Maica will behave when an Appointment is created during an Unavailability for any associated Resource.
Include Travel Time in Appointments
When rendering Appointments or Shifts in the Maica Planner, it is possible to either include the travel time into the Appointment or not. For example, your Appointment might be 60 minutes long with 30 minutes travel time. Depending on this setting, the Appointment is either shown as 60 minutes (if travel time is not shown) or as 90 minutes (if travel time is shown).
Cascade Look
The Maica Planner can render a number of overlapping Appointments either as sitting side by side or by cascading them on top of each other. This setting determines how the Maica Planner renders overlapping Appointments/Shifts.
Quick Information Dialog vs Tooltip
This determines whether the Maica Planner shows a tooltip when hovering over an Appointment/Shift or the Quick Information Dialog is shown instead.
