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Shift

Learn about how Maica uses Shifts within the overall solution.

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Definition

A Shift, whilst similar to Appointments, is the principal way of organising your Resources into timeslots across your locations, including capturing the following key information:

  • Resources who are delivering the service as part of the Shift

  • (Shift Service) which are being delivered as part of the Shift

  • at which the Shift is being held

  • Recurrance if the Shift is a repeating service being delivered

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You can learn how to create Shifts .

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Purpose

A Shift sets out the structure under which are rostered on a , including on a recurring basis. They are visually represented in the and can be accessed using either the web browser or mobile device (using the Salesforce mobile application).

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The primary difference between Shifts and is that Shifts do not have specific associated with the Shift. The overall purpose of a Shift is to place at a specific at specific (and potentially recurring) times.

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Usage

In Maica, Shifts form the central mechanism by which information about rosters is captured and managed. Shifts are primarily managed through the and can be created or managed by any authorised end user, whether this be a dedicated scheduling team member or the themselves.

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Final Thoughts

It's important to understand the main differences between Shifts and , so we can best summarise this as follows:

  • are structured to allow to receive specific services at specific times.

  • Shifts are structures to place at a during specific times.

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Both, and Shifts can be recurring and will automatically be generated by Maica.

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Maica Planner
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