Schedule Manager Overview

Learn about the Schedule Manager within Maica

What is the Schedule Manager?

In Maica, the Schedule Manager is a dedicated tool for managing Appointments and Shifts in a data table view.

It functions in a similar way to the Planner, offering the same filters and tools, but in a list-style layout with additional bulk actions. This enables you to view and manage hundreds of records at once, configure which fields are displayed, and perform bulk actions such as status changes, cancellations, quick completes and resource allocations.

Schedule Manager Function Overview

As mentioned, the Schedule Manager is designed to bring the full functionality of the Planner into a flexible, Excel-like table view. You can:

• Apply the same Filters available in the Planner to refine your list.

• Configure which columns are displayed, including custom fields.

• Perform bulk actions such as Quick Completes, Cancellation, Status Changes, and Resource Allocation.

• Access individual Appointment Actions through the row-level menu.

For further information on specific Schedule Manager actions, please click here.

Schedule Manager Components

The Schedule Manager includes several components located in the top toolbar and row level. These are outlined below:

#	Component	Description
1	Filter	Applies Basic & Advanced filters to refine the list of records displayed. To learn more about the Filter, click here.
2	Date Picker	Select the date range to display. Note, if a Custom Period is selected, you will be able to input the Custom Range using Start Date and End Date fields that will replace the standard Date Picker.
3	Select Period	Choose the period from the following options (Day, Week, Fortnight, Month, Custom) to adjust the range of Appointments or Shifts shown in the Schedule Manager.
4	Switch View	Toggle between viewing Appointments or Shifts.
5	Select Fields	Configure which columns appear in the table, including custom or formula fields. To learn more, click here.
6	Refresh	Reload the table to display the most up-to-date data.
7	New Appointment	Create a new Appointment or Shift directly from the Schedule Manager.
8	Appointment Optimiser	Launch the Optimiser tool, as available in the Planner. To learn more, click here.
9	New Participant Note	Create a Participant Note directly from the Schedule Manager.
10	Timezone	Displays the timezone in which Appointments and Shifts are shown. To learn more about Timezones in Maica, click here.
11	Actions Dropdown	Provides access to bulk actions. To learn more about each action, click here.
12	Appointment Actions	A row-level dropdown menu on each Appointment or Shift. This allows you to open, manage, or perform actions on an individual record.

The Schedule Manager also contains a Records Summary at the bottom of the screen. This Summary displays a count of the total records loaded into the view for the selected date range and filters as well as the count of the selected records at any given time.

Interactive Overview:

For a hands-on walk-through of the Schedule Manager, you can access the Interactive Overview below. This provides a step-by-step demonstration of the key components and functions outlined above, allowing you to explore how to navigate the Schedule Manager.