Create a Shift

Learn about the process of creating a new Shift.

How do I create an Shift?

A quick and efficient way to create Shift is directly through the the Maica Planner. Maica has an interactive user mechanism where you can simply drag and release your mouse on the Planner in order to prompt the creation of an Shift.

Creating an Shift is dependant on what View you are in within the Planner. You need to be in one of Roster or Shift View in order to create a Shift, otherwise you will create an Appointment.

Please see below for an example:

You can also create a Shift through the Planner Quick Action. To learn more, click here.

Pre-populated Fields

When creating a Shift, a number of fields will be pre-populated. These fields depend on the Planner View the user is in when the Shift is created. The pre-populated fields for each view are outlined in the table below:

Planner View	Pre-populated fields
Schedule	This view will create an Appointment
Participant View	This view will create an Appointment
Asset View	This view will create an Appointment
Accomodation View	This view will create an Appointment
Roster View	Start Date, Start Time, End Date, End Time, Resource
Shift View	Start Date, Start Time, End Date, End Time

Shift Stages

After the new Shift is created, a few stages must be completed before the Shift can be confirmed.

The available sections during the creation or management of a Shift are determined by the Maica Settings. For further information, see the Administration Guide.

Below is a list of these stages:

1. Basic Details

2. Location

3. Schedule

4. Additional Details

5. Shift Instructions

6. Custom Fields

7. Participant Notes

8. Summary

To dive deeper into each stage, please visit the specific pages for detailed information on every stage.