Shift Actions

Discover the Appointments Actions possible in Maica.

What are Shift Actions?

Shifts actions refer to actions and tasks related to managing and handling your Shift. There are several actions you can take within an Shift in Maica, including the following:

Appointment Actions	Description
Check-In	Checking into Shifts sets the baseline for generating Timesheets. Whilst this is not a mandated process, it is recommended to track your care team's movements as well as actual time spent at a Shift. If allowed by the User, Checking-In also captures the geolocation of the Shift Check-In.
Check-Out	Similar to Checking-In, Checking-Out of Shifts establishes the correct end point when creating Timesheets. Again, whilst this is not a mandated process, it is recommended to track your care team's movements as well as time spent. In addition to mirroring much of the Check-In experience, when Checking-Out, you are also able to stipulate which Resource is Checking-Out and how much time has been spent on each Shift Service delivered during the Shift. If allowed by the User, Checking-Out also captures the geolocation of the Shift Check-Out.
Quick Completion	Quick completing an Shift bypasses the Checking In/Out processes and sets an Shift to the Completed status . It is possible to still capture Shift Service information and Notes whilst doing this.
Cancellation	The cancellation of a Shift records the reason and sets the status to Cancelled. The Shift is not deleted but instead is simply placed into a Cancelled status. If you are cancelling a Shift within a Recurring Schedule, you can either cancel the singular Shift, or all remaining Shifts in the schedule.
Attach Files	This provides for the ability to Attach Files to any given Shifts, including photos taken on a mobile device. These files are stored against the Salesforce Shift record.
Shift Breaks	The management of breaks that might occur during Shifts can become important and this action allows you to record any breaks taken, whether billable or not during any given Shift.
Shift Expenses	Shift Expenses allows you to add Expense records against a Resource that may occur during a Shift, such as having to pay a for a Parking Spot.
Checklists	Checklists allow you to complete a set of pre-defined tasks that have been set (via Maica Checklists) for each Shift Service delivered during a Shift.
Participant Notes	This action allows you to take Shift related notes. It is possible to take Participant Notes during the management of an Shift at any time, including for already completed Shifts.
Open Shift Profile	This opens the Salesforce Shift profile which allows you to see all relevant Shift information using the native Salesforce platform.
Google Maps	The Google Maps action opens the directions to the Shift from a number of selectable starting points in Google Maps, directly from the Shift.

How do I access the Shift Actions?

In order to begin actioning a Shift, simply click on the Shift in your Planner, then click the View button. Once the Shift is showing, the available Shift Actions (depending on your Shift Status), will be visible on the bottom of the window, other than the Open Appointment Profile and Google Maps actions, which are located in the top right corner, as shown below.

Some Actions are also available from the Shift Quick Information dialog, as shown below. The Quick Information Actions are accessible simply by clicking the Shift and without having to open the entire module.

These Actions are configurable in the Planner Management Settings.

Shift Actions Visibility based on Shift Status

The visibility of the Shift Actions are dependant on the Status of the Shift. Please refer to the table below to learn which action is available for each Shift Status.

Shift Status	Available Actions
Scheduled (Pre Check-In)	Check-In Quick Completion Cancellation Attach Files Participant Notes Open Shift Profile Google Maps
In Progress (Post Check-In)	Check-Out Cancellation Attach Files Participant Notes Open Shift Profile Google Maps
Completed (Post Check-Out)	Participant Notes Open Shift Profile Google Maps

Shift Actions visibility for Resource are also dependant on Resource Status. To learn more about Shift Resource Status & Actions Visibility based on Resource Status, please click here. Please note, it works the same way in Maica for Shifts as it does for Appointments.