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  • Matching Score Importance Level
  • Other Settings
  • Recurring Shifts
  1. General Information
  2. Client Care Settings

Rostering Management

Learn about Rostering Management within the Maica Client Care Solution

PreviousPlanner ManagementNextAppointment Management

Last updated 1 year ago

is an important part of the scheduling and resource management process which focuses on allocating the most appropriate resources (care workers) to Appointments. Maica Client Care offers a number of Settings on how this allocation is managed, as shown in the screenshot below.

Matching Score Importance Level

Other Settings

Recurring Shifts

Maica Client Care offers an automated process of generating Shift records. The Recurring Shifts Creation Time sets the time at which this automatic and background process is run.

As Maica Client Care calculates the for resources, it is possible for you to assign an importance level to each criteria used in this calculation. This means, you are able to set what is more important when finding and allocating resources; for example, if assigning a higher percentage to Skills, then the algorithm will attribute a higher percentage to the matching of Skills in preference of another dimension.

When resources create records (pending permissions), this Settings determines what Status will be used when this record is created. This essentially allows you to build any relevant approval process around unavailability as per your organisational requirements.

Overall Matching Score
unavailability
Rostering
Rostering Management Settings