The Active Schedule component has been introduced to the Contact object within Maica. This enhancement provides visibility into all active Recurring Appointment Schedules associated with a Participant. It aims to improve operational transparency and support planning and service delivery by allowing users to view detailed information about a Participant’s ongoing schedules.
New Active Schedules component displaying:
Schedule IDSchedule Start DateSchedule End DateFrequencyIntervalAppointment Service(s)Next Appointment Date (linked)Type
Schedule records that meet the following criteria are displayed:
TRUEMaster Appointment is not cancelledMaster Appointment has a valid Record Type
Sorting implemented by Schedule Start Date (ascending)
Scroll bar and placeholder UI implemented for better user experience with large lists
A Participant has multiple recurring schedules: ✅ All active Schedules are shown, with next appointment dates clearly listed.
A Schedule’s Master Appointment is cancelled: ✅ That Schedule is excluded from display.
Schedule ends before today’s date: ✅ Not shown in the Active Schedules list.
For more information on the Active Schedule, please refer to the Knowledge Base article here: Active Schedule
This enhancement introduces a new system-calculated field, Total Committed, to help Maica Users monitor committed funding under a Service Agreement. The value reflects both actual Delivery Activity records and forecasted usage from recurring schedules, with a combination of system logic and manual overrides. A global setting controls whether this feature is active.
New Fields Introduced:
Total Committed (on Agreement Item) Total Committed (on Service Agreement) Agreement Item recordsDelivery Activity) Delivery Activity is included in the Total Committed calculation. Use “Include” to force inclusion, or “Exclude” to prevent it. Leave blank to apply system logic.Is Committed (on Agreement Item) Delivery Activity meets the criteria for the Total Committed calculation based on override settings, status, billing status, and invoice linkage. Summary below:
Calculation Mechanism:
Delivery Activity records
Quick Action Support:
Service Agreement.
Settings:
Permissions & Architecture:
Service Agreement & Agreement Item field resides in CM package
IF(
TEXT(maica__Committed_Override__c) = "Include",
TRUE,
IF(
TEXT(maica__Committed_Override__c) = "Exclude",
FALSE,
(
(
ISBLANK(TEXT(maica__Committed_Override__c)) &&
NOT(ISPICKVAL(maica__Status__c, "Cancelled")) &&
NOT(
ISPICKVAL(maica__Billing_Status__c, "Do Not Bill") ||
ISPICKVAL(maica__Billing_Status__c, "Generated")
) &&
ISBLANK(maica__Invoice_Line_Item__c)
) ||
(
ISBLANK(TEXT(maica__Committed_Override__c)) &&
ISBLANK(maica__Invoice_Line_Item__c) &&
ISPICKVAL(maica__Status__c, "Completed")
)
)
)
)
A Delivery Activity marked "Exclude": ✅ Omitted from all calculations
Completed Delivery Activity not yet invoiced: ✅ Included, unless overridden
A Service Agreement includes 5 Agreement Items with forecasts: ✅ Service Agreement’s Total Committed field shows the combined committed amount
Setting is disabled in Maica: ✅ Calculation is not triggered; fields remain empty or unchanged
Update Service Agreement Layout:
Update Agreement Item Layout:
Update Delivery Activity Layout:
Enable the Total Committed calculation setting (if needed) in Client Care General Setting
Schedule the calculation batch from the Scheduled Jobs settings tab.
This enhancement delivers the core functionality for generating and sending the Upcoming Appointment List for a Participant. The list is sent via email using a configured Lightning Email Template and is available via a Quick Action on the Contact record. The enhancement supports dynamic filtering and customisation of the content, improving the way Maica Participants are informed about their upcoming appointments. The email is triggered manually via the Quick Action on the Contact.
Added a new Upcoming Appointments Quick Action on the Contact record.
Enabled email generation using a configured Lightning Email Template.
Implemented logic to query and format upcoming Appointment data dynamically.
Introduced a Quick Action, titled Upcoming Appointments, with filter functionality to tailor the appointment list output to be included in the email:
Scheduled Start and Scheduled End Dates.Status filter supporting multiple appointment statuses (e.g. Scheduled, Cancelled).
Created a default Lightning Email Template titled Upcoming Appointments Email Template, available for cloning and customisation.
For more information on the Email Functionality, please refer to the Knowledge Base article here: Email Upcoming Appointments
A supporting extension to CC-452, this enhancement introduces a new Upcoming Appointments tab within the Client Care Settings. It enables administrators to configure how upcoming appointment lists are emailed to Participants using a designated Lightning Email Template.
Added a new Upcoming Appointments tab to Client Care Settings.
Introduced the setting: Upcoming Appointments Email Template – Select the Lightning Email Template used to display the Appointment list within the body of the email.
Introduced a supporting setting: From Email Address – Choose the verified org-wide email address used to send these emails
An example Lightning Email Template named Upcoming Appointments Email Template is included with this release. This can be cloned and customised to match organisational tone, layout, and branding needs.
For more information on the Upcoming Appointment Settings, please refer to the Knowledge Base article here: Upcoming Appointments
This bug fix addresses an issue where converting a standalone Appointment into a Master Appointment within a Schedule would incorrectly display the Inherit Participants and Inherit Resources options as selected—even if they were initially left unchecked during creation.
Corrected defaulting behaviour for inheritance checkboxes when a standalone Appointment is edited to create a Schedule.
Ensures that when no inheritance is selected, the interface does not misleadingly display these options as active upon subsequent review.
This bug fix resolves an issue where the Client Goal lookup filters were not correctly applied in the Participant Note modal when the Participant was auto-populated from the Planner view. As a result, users could inadvertently select goals unrelated to the intended Participant.
Corrected logic to ensure Client Goal lookup filters are dynamically applied when a Participant is pre-filled in the Participant Note modal.
Fix ensures the filtered goals match the selected Participant, regardless of whether the Participant was added manually or automatically.
This bug fix resolves multiple issues within the filter functionality of the Maica Settings Bulk Price List Update screen. The changes ensure that a user applying a filter using Price List Name can now correctly locate and apply the relevant record.
CC-534: Add new Calculate Total Committed QAs and Total Committed fields onto Service Agreement and Agreement Item layouts. Enable the Total Committed calculation setting (if needed) in Client Care General Setting, schedule the calculation batch from Scheduled Jobs settings tab.
CC-453: The new "Active Schedules" component can be added to Contact record page.
CC-455: The new "Upcoming Appointments" Quick Action can be added to Contact record page. For correct operation, "maica__SendEmail" Action must also be added to the page in tabbed activity view. And the Client Care Settings → Upcoming Appointments settings should be filled in.
