Basic Details
Learn about capturing basic details for a new Shift
Last updated
Was this helpful?
Learn about capturing basic details for a new Shift
Last updated
Was this helpful?
The Basic Details tab captures the basic details of the , as described in the below table:
Date & Time Details
Shift Service
This allows for the selection of Shift Service(s). You can add an Shift Service by typing the name of the service, or by using any key words configured within the service. For example: If you were adding Support Coordination, you could type Support Coordination, or, advice.
Claim Type
This allows for the selection of a Claim Type by selecting one from the provided dropdown list.
This alert will show in the instance where the selected Resource(s) have a Roster Mode conflict and hence cannot be allocated to the proposed Shift. This is the only restriction that Maica enforces where the user cannot continue to create the Shift.
In order to resolve this alert, you must select Resource(s) that are set to a Roster Mode of Shift
during the time of the proposed Shift.
This alert will show in the instance where you have a different number of Resource(s) allocated compared to the specified Required number for the Shift. This will result in an incomplete Shift.
The Shift does not have the required number of Resources allocated.
In this instance, Maica will still allow you to continue to the next stage of creating your Shift. However, as mentioned, it will result in an unfulfilled Shift.
This allows for the selection of by simply typing a name of a Resource (or multiple) or by clicking on the Filter
icon which allows for of .
This allows for the selection of by simply typing a name of a Asset (or multiple) or by clicking on the Filter
icon which allows for of .
The date and time details are pre-populated from the so there is nothing to do for the user.
You can set a Resource(s) Roster Mode on their , , or by using a in your Maica organisation for all Resource(s). To learn more, click the links.
It is important to note that if a Resource
has a Roster Mode
set on their Resource Record that is different to the Roster Mode
set for a specific Availability
Record, the Availability
Record Mode will take precedent during the Availability
period.
If No Availability
Records are found and the Roster Mode
is not set on the Resource
Record: the Roster Mode
for the Resource
will be defined by the Global Roster Mode
setting. This is configurable in the Maica settings.
For example, if you have an incorrect required number of , Maica will alert you with the following warning:
In order to resolve the Incomplete allocation alert, ensure that the number of selected match the specified required number. : If you only require 1 Resource for your Shift, ensure 1 is allocated, as shown below.