Planner Actions

Learn about the Planner Actions within Maica

What are the Planner Actions?

Planner actions refer to actions and tasks possible through the Planner. There are several actions you can take within the Planner in Maica, including the following:

Number	Planner Actions	Description
1	Order By	Enables the ability to sort fields by specific criteria, such as date or name.
2	Group By	Enables the ability to Group Appointments, Shifts, Participants or Resources based on selected attributes, such as location or Postal Code.
3	Select Date	Allows you to choose a specific date for viewing information within the Planner.
4	Create new Appointment or Shift	Allows you to schedule a new Appointment or Shift within the Planner.
5	Appointment Optimiser
6	Manage Unavailability	Enables you to manage Resource Unavailability and create Unavailability records directly from the Planner.
7	Billable Participant Note	Enables you to create Billable Participant Notes directly from the Planner.

The Period, Views & Modes are not listed in the above table and are further explained here.

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