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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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  1. Troubleshooting

General Troubleshooting

Get an overview of General Troubleshooting in Maica.

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Last updated 1 month ago

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This article provides solutions to common issues users may encounter while using Maica. The table below outlines frequent problems, their possible causes, and recommended fixes. If you experience an issue, follow the suggested steps to resolve it.

For more complex issues or if the problem persists, please .

Please note, some of the issues listed below may not be directly related to Maica but could be caused by external factors such as browser settings or device configurations. Where applicable, we have provided external links to relevant documentation for further guidance.

Issue
Error Message
Fix

Appointments are not visible in the Planner

  • Check Setup > Session Settings > Enable Lightning Web Security

  • Clear Cache and Refresh

  • Ensure the user has the necessary

  • Toggle the

    • Show only unfilled Appointments

    • Show only my Appointments

No Agreement Item found for this Appointment Service Error

We could not find the required Service Agreement Item for the selected Appointment Service for this Appointment Date: DD/MM/YYY

  • Reconcile Agreement Items with Support Items in chosen Appointment Service and the Service Time, Service Day of the Support Item with the time/day you are scheduling the Appointment

Resource not Available error

There's an Availability Conflict for the Resource

  • Check Maica Settings > > Availability Settings

  • Check the Resource >

  • Check the Resource >

Resource has Roster Mode conflict error

There's a Roster Mode Conflict for the Resource

  • Check the Resource >

  • Check the Resource >

  • Check Maica Settings >

Resource has no Shifts at the Appointment date & time error

This Resource has no Shifts at the Appointment date & time

  • Ensure the Resource is assigned to a Shift during the date & time the Appointment is being scheduled

User specific errors in the Salesforce Mobile Application

  • Ensure your device’s Operating System is using the latest version

  • Ensure your Salesforce Application is using the latest version

  • Clear your Salesforce Application cookies. Directions .

  • Refresh your session by logging out and then logging in

User specific errors in Salesforce on a Desktop device

  • Ensure your device’s Operating System is using the latest version

  • Ensure your web browser is using the latest version

  • Clear your cookies and cache for the browser you’re using

  • Refresh your session by logging out and then logging in

Inability to scroll horizontally in the Planner on Timeline View

  • If your computer has a precision trackpad, swipe left or right horizontally with two fingers on the touchpad

  • If your computer does not have a precision touchpad, hold shift and swipe vertically on your touchpad or mouse

  • Enable horizontal scrolling in touchpad settings on your computer

Start and End Time fields appear blank when editing Appointments or Service Agreements

Note: Confirm the Chrome browser is up to date. This issue is usually caused by outdated Chrome versions failing to render standard date/time values. Hence, values are still present in the system and used in calculations, but do not display.

Fix: Update Chrome and refresh the page.

contact Maica Support
Planner Filters
here
Permission Sets
Validation Settings
Rostering Management
Availability Records
Unavailability records
Roster Mode
Availability Records