Manage Services

What does the Manage Services Quick Action do?

The Manage Services tool in Maica is a Quick Action with a customised User Interface for adding, updating, and managing Services within a Service Agreement. Manage Services allows you to add new Services in the form of Agreement Items against a Service Agreement. These Agreement Items will ultimately form the base of your Appointments or Shifts.

Where do I find the Manage Services button?

The Manage Services function is visible at the top right hand corner of your interface on the Service Agreement record, as shown below.

How do I add Services?

In order to begin adding Services, simply click the Manage Services button to display the pop-up, as shown below.

The Manage Services tool is divided into two sections.

1. The Budget Trend Analysis

2. Agreement Items

In Maica, we Manage Services for a Service Agreement through Agreement Items. To begin adding Agreement Items, simply click the + Add button to display the Manage Agreement Item pop-up, as shown below.

The Management Agreement Item is also divided into two sections, Structure and Available Funding. You should begin by populating the Structure. This is important as you may have quite a high number of Support Items or Support Categories to choose from (these will be selectable in the Available Funding Section), and once the desired Structure has been populated, Maica will only show the Items or Categories that fit the specified Structure.

The Structure section contains a number of fields to be populated, these are explained in further detail in the table below:

The fields are slightly different depending on the selected Funding Structure, below are the displayed fields if you select Support Item:

Below are the displayed fields if you select Support Category as your Funding Structure:

Once you have populated your Structure, Maica will show you the Items or Categories that fit the specified Structure and are available for selection in the Available Funding Section, as shown below.

The Available Funding section also has a Total Items field in the top right corner. This simply is a numerical value expressing the Total Number of available Items or Categories to select from that fit your inputted Structure.

After the required Support Item or Category has been selected, simply click the Add button to finalise the Agreement Item and it as a Service.

What happens after I add a Service?

After you have added your required Service's, they will all be displayed within the UI in the form of a Summary table, as shown below:

Here you can manually override the Price List rate or edit the Quantity if you desire. This allows you to personalise your rates or use a different calculation method that suits your needs.

Within this screen, there is also an Actions section located on the far right hand side of the interface. The buttons within that section have the following functions:

Once you have finalised your Agreement Items, click Submit and Maica will update the Service Agreement and any associated records to match your changes.