LogoLogo
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
Powered by GitBook
On this page
  • What information does the Shift View display?
  • Calendar Mode
  • Timeline Mode

Was this helpful?

Export as PDF
  1. The Planner
  2. Planner Views & Modes

Shift View

Learn about the Shift View in Maica

PreviousRoster ViewNextPlanner Actions

Last updated 8 months ago

Was this helpful?

What information does the Shift View display?

The Shift View is an overview of all Shift information.

You have the option to display both unfilled Shifts and Shifts with allocated Resource(s). To learn more, click .

Calendar Mode

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

In the above image you can see the Shift on Thursday 5th September has a red outline, this is an unfilled Shift. An unfilled Shift is any Shift that does not have the required number of Resources allocated.

Timeline Mode

On Timeline Mode, Roster View will organise your Planner by Shift(s). This will display all of the Shifts(s) in chronological order.

In addition, a few useful interaction features are available on the Shift cell in Timeline Mode on Shift View. These are:

Element
Description

Shift Fill

This Tooltip shows how many Resource(s) are assigned to each Shift based on the required number of Resource(s) to fill the Shift.

Unfilled Row

This row shows all unfilled Shift(s) in one location for ease of access to populate any unfilled Shift(s).

The details displayed on each Shift cell are configurable. To learn more, click .

Similar to , If you use the Group By 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 above.

For further information on these indicators, please click .

here
Roster View
here
here
selected period