Planner Management
Learn about Planner Management Settings in Maica
These settings determine how Maica manages the Planner and its function throughout the application. Please refer below for more information on each setting:
Appointment Text Format
The below settings can be applied to both Appointments and Shift separately and these will render in the Maica Planner in accordance with how they have been defined for either.
Please refer to the below table for more information on each setting:
| Setting | Description |
|---|---|
| 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. |
Appearance Settings
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:
| Setting | Description |
|---|---|
| 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 |
| 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 |
| This is the cell colour used to show Shifts within the Planner Schedule and Participant views. |
| Maica allows Resources to record Unavailability and this setting defines what colour these Unavailability records are shown in. |
| 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 |
| This is the cell border colour used to show Appointments within the Planner Schedule and Participant views. |
| 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). |
Other Settings
Please refer to the below table for more information on each setting:
| Setting | Description |
|---|---|
| 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 |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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). |
| This setting determines what attributes (fields) are shown on the Tooltip when hovering over an Appointment or Shift. |
| 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) or at the bottom. |
| 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. |
| This determines whether the Maica Planner shows a tooltip when hovering over an Appointment/Shift or the Quick Information Dialog is shown instead. |
| 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. |
| This setting determines what actions (such as Check-in) are shown on this Quick Information Dialog when single-clicking on an Appointment or Shift. |
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