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User Guide
User Guide
  • Welcome to the Maica User Guide
  • Getting Started
    • Get Started with Maica
    • Your Maica Learning Path
    • The Maica Lifecycle
    • Salesforce Key Concepts
    • Maica Key Concepts
      • Participant
      • Resource
      • Price List
      • Asset
      • Service Agreement
      • Support Item
      • Appointment Service
      • Appointment
      • Shift
      • Location
      • Delivery Activity
      • Timesheet
      • Invoice
      • Checklist
    • Maica Usage Rules
  • Participants
    • Participant Profile
      • NDIS Funding
        • Synchronise Participant Information
        • Funding Record Overview
        • Service Booking Overview
        • Create Service Booking
        • Manage Service Booking
      • Home Care Package Funding
    • Billable Participant Notes
      • Take a Note
      • Custom Fields
      • Tasks
      • Files
    • Manage Preferences
    • Global Actions
      • New Appointment
      • New Shift
      • New Billable Participant Note
      • New Timesheet Entry
  • Resources
    • Resource Profile
  • The Planner
    • Planner Overview
    • Planner Views & Modes
      • Schedule
      • Participant View
      • Asset View
      • Accomodation View
      • Roster View
      • Shift View
    • Planner Actions
      • Order By
      • Group By
      • Select Date
      • Create new Appointment
      • Appointment Optimiser
      • Manage Unavailability
      • Billable Participant Note
    • Planner Filter
      • Basic Filters
      • Advanced Filters
  • Appointments
    • Create an Appointment
      • Basic Details
      • Location
      • Schedule
      • Additional Details
      • Custom Fields
      • Summary
      • Smart Selection Filter
    • Manage an Appointment
    • Appointment Actions
      • Check-In
      • Check-Out
      • Quick Completion
      • Cancellation
      • Attach Files
      • Participant Signatures
      • Appointment Breaks
      • Appointment Expenses
      • Participant Notes
      • Checklists
      • Open Appointment Profile
      • Google Maps
  • Shifts
    • Create a Shift
      • Basic Details
      • Location
      • Schedule
      • Additional Details
      • Shift Instructions
      • Custom Fields
      • Participant Notes
      • Summary
    • Manage a Shift
    • Shift Actions
      • Check-In
      • Check-Out
      • Quick Complete
      • Cancellation
      • Attach Files
      • Shift Breaks
      • Shift Expenses
      • Checklists
      • Shift Notes
      • Open Shift Profile
      • Google Maps
  • Timesheets
    • Timesheet Overview
      • Create a Timesheet Entry
      • Submit a Timesheet
  • Service Agreements
    • The Building Blocks
    • Agreement Management
      • NDIS Agreements
        • Manage Service Agreement
        • Manage Price List
      • Aged Care Agreements
        • Manage Budget
        • Manage Services
        • Discharge Services
  • Invoices
    • Invoice Overview
      • Invoice Line Item Overview
      • Payment Request Overview
    • Invoice Actions
      • Process an Invoice
      • Claim an Invoice
      • Reclaim an Invoice
      • Cancel an Invoice
      • Credit an Invoice
      • Sync with Xero
  • Integrations
    • Xero Integration Overview
    • Stripe Integration Overview
  • Troubleshooting
    • General Troubleshooting
  • ANNOUNCEMENTS
    • Support at Home Legislation
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On this page
  • What is a Planner View?
  • What is a Planner Mode?
  • How do I select my display options in the Planner?

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  1. The Planner

Planner Views & Modes

Learn about the different Views & Modes in the Maica Planner

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Last updated 8 months ago

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What is a Planner View?

A Planner View in Maica is defines what type of data is displayed in the Planner. It allows users to switch between different categories to focus on specific scheduling information. Each view determines which Shifts and Appointments are shown based on the selected focus and each view is tailored to a particular need within an organisation.

Maica provides various Planner views.

The below list outlines the available views on the Maica Planner:

The Planner Views have a direct relationship with the . Each View will display slightly different information depending on what Mode is selected. As a result, please refer to the information below outlining the before continuing learning about the Planner Views.

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

Please note, the following descriptions of each View are explained per Maica's default settings. To learn how to customise your displays further, please refer to the .

What is a Planner Mode?

A Planner Mode in Maica refers to the layout or format used to display the schedule. The two Modes in Maica's planner are Timeline Mode and Calendar Mode.

  • Timeline Mode: This mode presents Appointments and Shifts in a horizontal timeline, displaying the schedule across a selected time period while aligning the selected view category along the side.

You can toggle between these Modes to choose how the schedule is visually represented within each View.

How do I select my display options in the Planner?

When in the Planner, you can adjust your display options by simply using the following buttons:

Number
Display Option
Description

1

View

2

Period

Dropdown selection of the period. The period allows you to select a time frame and controls the length of time shown in the planner view. The available periods in Maica's Planner are:

  • Day

  • Week

  • Fortnight

  • Month

3

Mode

Calendar Mode: This mode offers a more traditional calendar view, where Appointments and Shifts are displayed within a grid based on the days and hours of the .

Dropdown selection of the views that are explained .

Toggle selection of the modes that are explained .

Schedule
Participant View
Asset View
Accomodation View
Roster View
Shift View
Planner Filter
Planner Modes
Planner Modes
selected period
above
above