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User Guide
User GuideAdmin Guide
User Guide
User GuideAdmin 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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  • What information does the Roster View display?
  • Calendar Mode
  • Timeline Mode

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  1. The Planner
  2. Planner Views & Modes

Roster View

Learn about the Roster View in Maica

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Last updated 7 months ago

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What information does the Roster View display?

The Roster View is an overview of all Shift and Unavailability information.

You have the option to display both unfilled Shifts and Shifts with allocated Resource(s), as well as showing only Resource(s) with Shifts in Timeline Mode. To learn more, click .

Calendar Mode

On Calendar Mode, Roster View will display your Planner with the above information within a grid based on the days and hours of the .

Timeline Mode

On Timeline Mode, Roster View will organise your Planner by Resource(s). This will display all of the Resource(s) that have Shifts populated on the left , and all of their associated Shifts and Unavailability on the right.

When you make a Shift from Timeline Mode in Roster View, the Appointment will be pre-populated with the Resource of the row on which you created it.

Here, we have have grouped by Location, and Maica is showing us that during the three time slots we have 1 unique Shift.

The colours of the numbers indicate the filled status of the Shift(s), as per below:

  • Green: Shifts filled with the required number of Resource(s).

  • Yellow: Shifts partially filled with the required number of Resource(s).

  • Red: Shifts not filled with the any Resource(s).

An unfilled Shift is any Shift that does not have the required number of Resources allocated.

Please note that both the colour theming of the cells and the information presented within the cells are configurable. To learn more, click .

You can also display all Resource(s), not just those with allocated Shifts. To learn more, click .

If you use the Planner Action, Maica will show helpful indicators on your Planner to inform you of how many unique Shifts(s) you have at any given time, as shown below.

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Group By
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selected period
Roster View on Calendar Mode
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