A View changes what the Planner is organised around. A filter narrows what you are looking at. Between them, the same week can be read whichever way suits the work in front of you.
Travel values do not need to be entered. Maica calculates them through the Google Maps API.
Recurring Schedules cover Appointments, Shifts, Unavailabilities and Rosters, so the same recurrence model sits under all of them.
The Master is the blueprint for a repeating series. Edit the Master and every future occurrence follows it. Edit a single occurrence and it steps out of the series on its own.
Unfilled
Work that still needs someone on it, because the Resources allocated do not yet meet what the Ratio asks for.
Resource Optimiser
The screen where unfilled work is gathered and staff are allocated to it, either automatically or one at a time.
The Optimiser is not the only way. Appointments and Shifts can also be filled by dragging and dropping them straight onto a Resource in the Planner.
Offers land in My Offers on a worker's phone, so the Shift you could not fill is one tap away from being accepted.
Shift Broadcasting
Sending an Offer for a Shift or Appointment out to a group of Resources at once, with an expiry window, so the work can be picked up rather than assigned.
Unavailability
A record against a Resource marking time they cannot work. It sits in the Planner beside the work, so it is visible while you roster.
A cancelled Appointment keeps its record and its Delivery Activities rather than disappearing. Maica asks for a Cancellation Reason, and the Cancellation Requested Date is what the charge is worked out from.
Quick Completes, cancellations and Resource assignment all apply across a selection rather than one record at a time.
Schedule Manager
A table view of your Appointments and Shifts, built for updating many records at once.
A new Appointment or Shift is created from the Planner itself, carrying its Services, its Location, its Resources, its Checklists and its Instructions.
A click through of creating an Appointment or a Shift from the Planner.
Every Appointment and Shift in the period where the allocated Resources do not match what is required, gathered into one place and filled from there.
A click through of finding unfilled work and allocating Resources to it.
An Offer goes out to a group of Resources at once, with an expiry window, so work can be picked up rather than assigned.
A click through of broadcasting Shifts and Appointments to your team.
Your Appointments and Shifts in one table, built for changing many records at once rather than opening each one.
A click through of the Schedule Manager and the changes it can apply across a selection.
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