We have updated the Travel Management feature to support decimal values in the Kilometers (KM) input fields, ensuring more accurate travel reporting and billing. This enhancement addresses a limitation where only whole numbers could be entered, causing rounding issues and discrepancies in Care Worker travel claims.
1. KM Input Fields Now Support Decimals: Users can now enter travel distances with up to two decimal places (e.g., 12.75 km), allowing for greater precision in travel tracking. This update applies to the Manage Travel component and the Create & Manage Appointment modals.
2. Updated Travel Proportion Calculations: The Travel Proportion (kms) field now supports decimal values, preventing data mismatches when reopening the Travel Management modal. Travel distances are now accurately split between Before and After travel segments based on the recorded total.
3. Slider and Manual Entry Enhancements: The slider remains available for quick travel input and now functions in percentage increments. Users can manually enter precise values via clickable input fields, ensuring accuracy. If the slider is used, rounding adjustments may occur, but users can override these with manual input.
4. Validation and Error Handling Improvements: The system now properly validates empty or incorrect entries, ensuring that blank values do not result in system errors. The Total KMs field will default to 0 instead of remaining empty, based on user feedback.
0, preventing errors.
For more information on this feature, please read the following Knowledge Base article: Manage Travel
We resolved an issue where the Owner field on Master Appointment and Delivery Activity records was not being retained for recurring Appointments. This caused inconsistencies in ownership tracking.
1. Preserving the Owner on Recurring Appointments: When a recurring Appointment is created, the system now correctly retains the Owner of the Master Appointment rather than assigning the running User. If the original Owner is inactive, the system automatically assigns the running User to prevent errors.
2. Aligning Delivery Activity Owner with Master Delivery Activity: Delivery Activity records linked to recurring Appointment records now inherit the correct Owner (if Active) from the Master Delivery Activity, ensuring consistency. This prevents mismatches where Delivery Activity records were being assigned to different Users incorrectly.
3. Updated Logic for Cloning Master Records: The method used to clone Master Appointment records has been updated to preserve Owner Ids, ensuring the correct assignment is maintained across all related records.
We resolved an issue where the Resource Lookup did not properly consider Participant Preferences, allowing users to select a Resource that had been explicitly marked as excluded. This fix ensures that excluded Resource records are correctly handled, preventing scheduling conflicts and improving Participant care consistency.
1. New Validation for Appointment Scheduling: If an excluded Resource is manually entered, the system now displays a clear validation message explaining that the Resource cannot be selected due to existing Participant Preferences.This ensures that scheduling decisions align with Participant needs.
2. Support for Exclusion Start & End Dates: The system now respects Start Date and End Date on Exclusion Preferences, ensuring that Resources are only excluded during the specified period. The specified period refers to the Appointment Scheduled Time and Date and not the Current Time and Date. If the exclusion is set to start in the future, the Resource remains available until the exclusion period begins. If the exclusion expires, the Resource is automatically available again.
3. Validation Across All Scheduling Methods: The exclusion logic is now applied consistently across the Manage Appointment Modal, per below
Recurring Appointment is created, and the original Owner is active: ✅ Owner is retained on Master Appointment & Delivery Activities.
Recurring Appointment is created, but the original Owner is inactive: ✅ The system assigns the running user to prevent errors.
Delivery Activities are generated for a recurring Appointment: ✅ They inherit the correct Owner from the Master Delivery Activity.
We are excited to announce the addition of the Planner Filter Applied Notification feature in Maica, a visual indicator in the Planner to clearly show when a filter is applied.
Now, when a Basic or Advanced filter is active, the filter icon will turn Green, providing a clear cue that filters are in use.
1. When any filter type is applied in the Planner, the filter icon will now turn Green. This serves as a visual cue that filtering is currently active.
2. Users can reset the view by clicking the filter icon and clearing the selected filters. Now, this will return the filter icon to its default state
This update enhances usability by improving visibility of active filters and ensuring users can easily reset their views when needed.
For more information on this feature, please read the following Knowledge Base article: Planner Filter
We have introduced improved error handling in the Planner to provide users with clearer and more user-friendly error messages when technical issues occur. This enhancement ensures that system limitations and performance constraints are communicated in a helpful and non-disruptive manner, guiding users to take action.
1. New User-Friendly Error Messages: Previously, technical errors (e.g., Too Many SOQL Queries, Apex CPU Time Limit Exceeded, Heap Size Errors) resulted in system messages that were difficult for users to interpret. Now, these errors are handled with clear and actionable messages, advising users on how to adjust filters or reduce the data load.
2. Refined Error Messaging Style: Error banners have been softened to use a Grey 'Info' notification instead of the previous red "Error" message. The message now begins with: "Maica has encountered a technical issue that requires your attention."
We resolved an issue where Appointments in the Schedule Horizon were incorrectly inheriting values from a completed Master Appointment, instead of retaining the original pre-completed settings. This fix ensures that future recurring Appointments maintain their intended configurations, preventing unintended data carryover.
1. Preserving Pre-Completion Appointment Settings: Previously, when a Master Appointment was completed, any modifications (such as adjustments to Quantity) were incorrectly carried over to future scheduled Appointments. Now, scheduled Appointments correctly retain their original pre-completion configurations, preventing unintended changes from propagating.
2. New Original Quantity Field on Delivery Activities: A new field, Original Quantity, has been introduced on Delivery Activity to store the last known quantity before an Appointment is completed. This ensures that future scheduled Appointments use the intended original Quantity, rather than inheriting values updated during completion.
3. Updated Recurrence Logic: The recurrence process now excludes non-time-based activities from being copied over when generating new Appointments. If the user modifies a Quantity at Check-Out or Quick Complete, the Original Quantity field captures the last state before completion. If an Appointment is manually adjusted and the user chooses to apply the change to all future instances, the update is respected across the schedule.
4. Time-Based Services & Travel Considerations: Time-based activities (e.g., travel time, transport-related services) are dynamically calculated based on the Resource location, meaning they should not be cloned directly.
A Master Appointment is completed with modified service quantities: ✅ Future recurring Appointments retain original quantities, avoiding unintended updates.
A user adjusts the service quantity at Check-Out or Quick Complete: ✅ The system captures the last pre-completion quantity, maintaining scheduling consistency.
A user applies a quantity change across all future Appointments:✅ The updated quantity is reflected in all scheduled Appointments.
Users can now select a Shift Type in the Additional Details tab when creating a new Shift. Previously, the Shift Type field was missing from the New Shift modal, causing all shifts to inherit the default type. This enhancement allows users to assign specific Shift Types, making the shift categorisation more functional and visually meaningful in the Planner.
1. Shift Type Selection: The New Shift modal now includes a Shift Type field on the Additional Details tab, allowing users to choose from shift types.
2. Planner Visual Updates: Once assigned, Shifts will reflect the selected Shift Type in the Planner, applying the configured colours and appearance settings for clear differentiation.
For more information on this feature, please read the following Knowledge Base article: Create a Shift: Additional Details
The word Appointment has been updated to Shift in the Additional Details tab of the New Shift modal to ensure consistency across the interface.
