Participant Notes

Learn about taking Participant Notes within an Appointment

How do I record a Participant Note(s)?

To begin recording a Participant Note(s), simply open an Appointment and then click the Notes button at the bottom of the screen to bring up the dialogue box.

Note, this can also be accessed from the Appointment Quick Action box directly from the Planner, or from anywhere within Maica using the Client Note action from the Maica Global Actions menu.

Once selected, you can create a new note by selecting the + button in the top right corner of the screen, as shown below.

Once a new Participant Note has been created, you will be prompted to populate a number of customisable fields.

In order to open and close the text input box, select the arrow on the far right hand side of the screen, as shown below.

This will open up the text input box for custom Note(s). Here, you can also add a Note Template, by clicking the button shown below.

Click the Blue Tick in the upper corner to save your letter after you have filled in the required fields and entered your Note.

Please note, this Blue Tick may also be a Save button depending on your Maica version. If you happen to click close without saving, you will be prompted with a confirmation message.

Use the "Create Note for All Participants"checkbox to create the same note for all Participants in the Appointment (except those with cancelled Delivery Activities). When selected, the Participant field is disabled, and a separate note is automatically created for each Participant. Each note appears in the modal after saving and can be edited individually.

Participant Note Actions

Once you have create a Participant Note(s), additional actions will become available. These actions are detailed below.

1. Attach Files

To begin attaching a file, simply click the Files button at the top right corner of the Participant Note to bring up the dialogue box. Once selected, you can attach files to the Note. This includes the ability to take a photo, attach a PDF file, or upload any other allowed file type. On a mobile device, this will also feature the option to take a photo while uploading the file.

2. Manage Tasks

To begin managing tasks for your Participant Note(s), simply click the Manage Tasks button at the top right corner of the Participant Note to bring up the dialogue box. Once selected, you can create a new task by selecting the + button in the top right corner of the screen.

Once a new Participant Note Task has been created, you will be prompted to populate a number of customisable fields, including assigning your task to the required personnel.

You can assign a task to any other Maica user within your organisation.

Similar to recording a new Participant Note, you can open the text input box by clicking the arrow on the far right hand side of the screen, as shown below.

This will allow you to add custom comments to your task, as shown below.

Please note: The Participant Note Section has been removed from the Check In/Out (and Quick Complete) flows due to issues determining the assignment of the Participant Note record while completing Appointments with multiple Participants.

Participant Notes can still be created at any stage in the Appointment lifecycle by selecting the Note quick action from the Manage Appointment module (which can be assigned to a specific Participant), or, from the Participant Note Action from the Maica Global Actions menu.