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Learn about the Asset View in Maica
The Asset View is organised by Assets. In Calendar Mode, it shows all Appointment and Shift related Planner information, and in Timeline Mode it organises all Appointments and Shifts by associated Assets.
You can display all Assets(s), not just those with allocated Appointments or Shifts if desired. To learn more, click here.
On Calendar Mode, Asset View will display your Planner with the above information within a grid based on the days and hours of the selected period, as shown below.
On Timeline Mode, Asset View will organise your Planner by Asset(s). This will display all of the Asset(s) that are assigned to Appointments and Shifts populated on the left , and all of their associated Appointments and Shifts on the right.
When you make an Appointment from Timeline Mode in Asset View, the Appointment will be pre-populated with the Asset of the row on which you created it.
Learn about the Roster View in Maica
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 here.
On Calendar Mode, Roster View will display your Planner with the above information within a grid based on the days and hours of the selected period.
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.
You can also display all Resource(s), not just those with allocated Shifts. To learn more, click here.
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 below.
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.
Learn about the Schedule View in Maica
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.
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.
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:
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
Learn about the different Views & Modes in the Maica Planner
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 .
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.
When in the Planner, you can adjust your display options by simply using the following buttons:
Learn about the Participant View in Maica
The Participant View is organised by Participants. In Calendar Mode, it shows all Appointment and Shift related Planner information, and in Timeline Mode it organises all Appointments and Shifts by associated Participants.
You have the option to display both unfilled Appointments and Appointments with allocated Participant(s). To learn more, click .
On Calendar Mode, Participant View will display your Planner with the above information within a grid based on the days and hours of the .
On Timeline Mode, Participant View will organise your Planner by Participant(s). This will display all of the Participant(s) that have Appointments populated on the left , and all of their associated Appointments on the right.
When you make an Appointment from Timeline Mode in Participant View, the Appointment will be pre-populated with the Participant of the row on which you created it.
Please note that both the cascade effect shown above and the information presented within the cells are configurable. To learn more, click .
Please note that both the Asset Name and Type presented beneath their name within the Asset cells are configurable. To learn more, click .
Please note that both the colour theming of the cells and the information presented within the cells are configurable. To learn more, click .
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 .
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 .
Please note that both the cascade effect shown above and the information presented within the cells are configurable. To learn more, click .
You can also display all Participant(s), not just those with allocated Appointments. To learn more, click . Please note, Maica defines a Participant as a Contact with an active Service Agreement. Contacts without an active Service Agreement will not be displayed.
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
Learn about the Accomodation View in Maica
The Accomodation View is organised by Accomodations.
An Accomodation is a specific area within a Location record. The Accomodation view will be grouped by Location by default on Timeline Mode.
In Calendar Mode, Accomodation View shows all Appointment related Planner information, and in Timeline Mode it organises all Appointments by associated Accomodations.
On Calendar Mode, Asset View will display your Planner with the above information within a grid based on the days and hours of the .
On Timeline Mode, Accomodation View will organise your Planner by Accomodation(s). This will display all of the Accomodation(s) that are assigned to Appointments on the left , and all of their associated Appointments on the right.
When you make an Appointment from Timeline Mode in Accomodation View, the Appointment will be pre-populated with the Accomodation of the row on which you created it.
Dropdown selection of the views that are explained .
Toggle selection of the modes that are explained .
Please note that both the cascade effect shown above and the information presented within the cells are configurable. To learn more, click .
In Timeline Mode, Accomodation View will be Location by default.
If the Group By Planner Action is in use, Maica will show helpful indicators on your Planner to inform you of how many unique Appointment(s) you have at any given time, as shown above by the Green 1. To learn more about these indicators, click .
Learn about the Shift View in Maica
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 here.
On Calendar Mode, Shift View will display your Planner with the above information within a grid based on the days and hours of the selected period.
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.
On Timeline Mode, Roster View will organise your Planner by Shift(s). This will display all of the Shifts(s) in chronological order.
The details displayed on each Shift cell are configurable. To learn more, click here.
Similar to Roster View, 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.
In addition, a few useful interaction features are available on the Shift cell in Timeline Mode on Shift View. These are:
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).
