The Planner Overview

Learn all about the Maica Client Care Planner and how Appointments are managed.

The Maica Client Care Planner is the primary interface by which Appointments are managed within our solution, as shown below.

The Planner allows for the creation of Appointments, Unavailability as well as Optimisation. You also have the option to apply a numbe of filters as outlined in the below table.

Name Description

Name	Description
Type	The refers to the type of Appointment you are wanting to see in the Planner, such as `Booking`.
Status	This refers to the Status of the Appointment you are wanting to see in the Planner, such as `Scheduled` or `Completed.`
Unavailbility Status	This filters the Status on the Unavailbility records shown in the Planner, such as `Approved.`
Location	This refers to the Location at which Appointments are being held; this is recorded against an Appointment as an address or a lookup to a Location record.
Shift	This filters based on selected Shifts and shows only Appointments associated with the selected Shift(s).
Appointment Service	This refers to the associated Appointment Services for any given Appointment; this means you can filter based on what services are being delivered within a given time period.
Show Incomplete Appointments	Maica Client Care considers Appointments incomplete when either the specified number of Resources or Participants does not match the allocated number. This filter allows you to either show (or not) incomplete Appointments in the Planner.
Show only records with Appointments	When showing either the Resource or Participant view, this filter removes any records that don't have any Appointments during the selected time period; the aim here is to clear any unnecessary whitespace from the Planner.
Show only my Participants	When using the `Resource Participant` related list in the Resource Profile, it is possible to assign certain Participants only to a Resource. This filter allows you to only see the Participants assigned to you (the logged on User/Resource)
Participants	This allows you to select a number of specific Participants and only see their Appointments in the Planner.
Show only my Appointments	This will automatically only show the Appointments in which the logged on User/Resource is allocated.
Resources	This allows you to select a number of specific Resources and only see their Appointments in the Planner.
Show where Participants and Resources match	If selecting specific Resources and specific Participants, this filter will show Appointments where both of those are allocated only.

Type

The refers to the type of Appointment you are wanting to see in the Planner, such as Booking.

Status

This refers to the Status of the Appointment you are wanting to see in the Planner, such as Scheduled or Completed.

Unavailbility Status

This filters the Status on the Unavailbility records shown in the Planner, such as Approved.

Location

This refers to the Location at which Appointments are being held; this is recorded against an Appointment as an address or a lookup to a Location record.

Shift

This filters based on selected Shifts and shows only Appointments associated with the selected Shift(s).

Appointment Service

This refers to the associated Appointment Services for any given Appointment; this means you can filter based on what services are being delivered within a given time period.

Show Incomplete Appointments

Maica Client Care considers Appointments incomplete when either the specified number of Resources or Participants does not match the allocated number. This filter allows you to either show (or not) incomplete Appointments in the Planner.

Show only records with Appointments

When showing either the Resource or Participant view, this filter removes any records that don't have any Appointments during the selected time period; the aim here is to clear any unnecessary whitespace from the Planner.

Show only my Participants

When using the Resource Participant related list in the Resource Profile, it is possible to assign certain Participants only to a Resource. This filter allows you to only see the Participants assigned to you (the logged on User/Resource)

Participants

This allows you to select a number of specific Participants and only see their Appointments in the Planner.

Show only my Appointments

This will automatically only show the Appointments in which the logged on User/Resource is allocated.

Resources

This allows you to select a number of specific Resources and only see their Appointments in the Planner.

Show where Participants and Resources match

If selecting specific Resources and specific Participants, this filter will show Appointments where both of those are allocated only.

Planner Views

The Maica Client Care Planner offers 4 views from which you can select, including:

Planner View	Description
Resource	This view shows all available and active Resource on the left-hand side with their associated Appointments on the right-hand side, as shown in this image.
Participant	This view shows all available and active Participants on the left-hand side with their associated Appointments on the right-hand side, as shown in this image.
Appointment	This view is most similar to Outlook or Google where Appointments are shown depending on the selected time period, as shown in this image.
Accommodation	This view is focused on providing a residential care perspective by showing all your registered Locations on the left and their associated Accomodation records underneath with their associated Appointments on the right-hand side, as shown in this image.
Asset	This view is focused on showing all recorded assets (non-human resources) and to which Appointments they are allocated.

Planner View

Description

Resource

This view shows all available and active Resource on the left-hand side with their associated Appointments on the right-hand side, as shown in this image.

Participant

This view shows all available and active Participants on the left-hand side with their associated Appointments on the right-hand side, as shown in this image.

Appointment

This view is most similar to Outlook or Google where Appointments are shown depending on the selected time period, as shown in this image.

Accommodation

This view is focused on providing a residential care perspective by showing all your registered Locations on the left and their associated Accomodation records underneath with their associated Appointments on the right-hand side, as shown in this image.

Asset

This view is focused on showing all recorded assets (non-human resources) and to which Appointments they are allocated.