> For the complete documentation index, see [llms.txt](https://knowledge.maica.com.au/maica-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.maica.com.au/maica-knowledge-base/the-planner/planner-filter/basic-filters.md).

# Basic Filters

## What are the Basic Filters in Maica?&#x20;

Once you have chosen the Filter from the Planner, you may switch between Basic and Advanced Filters. The table below describes the Basic Filters in more depth.

{% hint style="info" %}
Please keep in mind that some Filter options will apply to either Appointments or Shifts depending on what [View](/maica-knowledge-base/the-planner/planner-views-and-modes.md) your Planner is in. As a general rule; `Schedule`, `Participant`, `Asset` and `Accomodation` Views apply to `Appointments`, whilst `Roster` and `Shift` Views apply to `Shifts`.&#x20;
{% endhint %}

<table><thead><tr><th width="261">Filter</th><th>Description </th></tr></thead><tbody><tr><td>Type </td><td>This refers to the type of Appointment or Shift you are wanting to see in the Planner, such as <code>Booking</code>.</td></tr><tr><td>Status </td><td>This refers to the Status of the Appointment or Shift you are wanting to see in the Planner, such as <code>Scheduled</code> or <code>Completed.</code></td></tr><tr><td>Unavailability Status </td><td>This filters the Status on the Unavailability records shown in the Planner, such as <code>Approved</code>. Please note, this Filter is only filtering Unavailability records, all other Appointments and Shifts will not be impacted. </td></tr><tr><td>Resource Skills </td><td>This filters Resources based on associated Skills, such as the ability to <code>Administer Medication</code>. This filter is particularly relevant on Schedule View in Timeline Mode, when the Planner is organised by Resource. </td></tr><tr><td>Location </td><td>This filters Appointments based on the Location at which they are being held; this Location is recorded against an Appointment as an address or a lookup to a Location record.</td></tr><tr><td>Appointment or Shift Services</td><td>This refers to the associated Appointment or Shift Services for any given Appointment or Shift; this means you can filter based on what services are being delivered.</td></tr><tr><td>Show Shifts </td><td>On Calendar View, this filter gives the ability to toggle the visibility for Shifts on and off. </td></tr><tr><td>Show Unfilled Appointments or Shifts</td><td>Maica considers an Unfilled Appointment or Shift any Appointment or Shift that does not have the required number of Resources or Participants allocated to match the required number. This filter option allows you display your unfilled Appointments or Shifts on the Planner. </td></tr><tr><td>Show only Unfilled Appointments or Shifts</td><td>This filter allows you to only display Unfilled Appointments or Shifts. This may be beneficial when completling or finalising your roster to see which Appointments or Shifts require attention. </td></tr><tr><td>Show only records with Appointments </td><td>When in Timeline Mode, this filter allows you to only show rows for records with associated Appointments during the selected time period; this means if you had a <code>Resource</code> with no Appointments for the selected, they would not show in your Planner if this was toggled on. </td></tr><tr><td>Show only my Participants</td><td>When using the <code>Resource Participant</code> related list in the <a href="/pages/o24afQ28CUon8HPyyGaj#resource-participants">Resource Profile</a>, it is possible to assign certain Participants to a particular Resource. This filter allows you to only see the Participants assigned to you as the logged on User/Resource.</td></tr><tr><td>Participants </td><td>This allows you to select a number of specific <code>Participants</code> and only see their associated Appointments or Shifts in the Planner.</td></tr><tr><td>Show only my Appointments or Shifts</td><td>This will automatically only show the Appointments or Shifts in which the logged on User/Resource is allocated.</td></tr><tr><td>Resources or Assets </td><td>This allows you to select a number of specific <code>Resources</code> and/or <code>Assets</code> and only see their associated Appointments or Shifts in the Planner.</td></tr><tr><td>Show where Participants and Resources match</td><td>If you have selected specific Participants or Resources from the above filters, this filter will show only Appointments where both of them are allocated.</td></tr></tbody></table>

{% hint style="info" %}
Please keep in mind that the Filter options available will vary depending on the [View](/maica-knowledge-base/the-planner/planner-views-and-modes.md) you select on your Planner. The table above shows all available Filter options.&#x20;
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://knowledge.maica.com.au/maica-knowledge-base/the-planner/planner-filter/basic-filters.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
