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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 Schedule View display?
  • Calendar Mode
  • Timeline Mode

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  1. The Planner
  2. Planner Views & Modes

Schedule

Learn about the Schedule View in Maica

PreviousPlanner Views & ModesNextParticipant View

Last updated 3 months ago

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What information does the Schedule View display?

The Schedule View is the default view in Maica. It is an overview of all Planner information and hence displays Appointments, Shifts and Unavailability. We recommend that all Scheduling and Rostering work is done in the Schedule View.

Calendar Mode

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

Please note that both the cascade effect shown below and the information presented within the cells are configurable. To learn more, click .

Please note, if an Appointment is part of an Appointment Schedule, it will be locked on the Planner and the drag and drop prevented. This same application applies to Completed or Cancelled Appointments.

Timeline Mode

On Timeline Mode, Schedule View will organise your Planner by Resource(s). This will display all of the Resources that in use on the left with all of their associated Appointments, Shifts and Unavailability on the right.

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

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

A few useful interaction features are available on the Resource cell in Timeline Mode on Schedule View. These are:

Number
Element
Description

1

Resource Location

This Quick Action opens your Resource(s) location and travel information on Google Maps. It will show a directions to all Appointments and a route between them for the specified Period.

2

Resource Scheduling Information

Please note that both the Resource Name and their Title presented beneath their name within the Resource cells are configurable. To learn more, click .

This Tooltip shows your Resource(s) scheduling information taken directly from their .

Resource Profile
Schedule View on Calendar Mode
Schedule View on Timeline Mode
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