Basic Details

Learn about capturing basic details for a new Shift

What does the Basic Details stage include?

The Basic Details tab captures the basic details of the Shift, as described in the below table:

Captured Information	Description
Resource(s)	This allows for the selection of Resource(s) by simply typing a name of a Resource (or multiple) or by clicking on the Filter icon which allows for Smart Selection of Resource(s).
Asset(s)	This allows for the selection of Asset(s) by simply typing a name of a Asset (or multiple) or by clicking on the Filter icon which allows for Smart Selection of Asset(s).
Date & Time Details	The date and time details are pre-populated from the Planner so there is nothing to do for the user.
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.
Time Zone	When creating a new Shift, the timezone is automatically set & displayed based on the Salesforce user’s current browser timezone. This occurs before a Location is selected.

Things to look out for: Basic Details

1. Resource(s) have a Roster Mode conflict

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.

Roster Mode in Maica is used to define the behaviour and validation applied when scheduling Shifts for a Resource. When selecting a Roster Mode for a Resource, there are two selectable options. These are:

• Appointment: This means Appointments can be scheduled at any time for a Resource provided it is within any active Availability record(s) if these exist. If no Availability record(s) exist, Appointments can be created at any time.

• Shift: This means Appointments can only be scheduled within a Shift that a Resource is part of and it is within any active Availability record(s) if these exist. If no Availability record(s) exist, Appointments still must fall within a Shift that the Resource is assigned to.

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.

You can set a Resource(s) Roster Mode on their Resource Profile, Availability Records, or by using a Global Setting 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 Rostering Management settings.

2. Shift Allocation Incomplete

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.

For example, if you have an incorrect required number of Resource(s), Maica will alert you with the following warning:

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.

In order to resolve the Incomplete allocation alert, ensure that the number of selected Resource(s) match the specified required number. For example: If you only require 1 Resource for your Shift, ensure 1 is allocated, as shown below.