Create a New Participant Note Template

This article provides a walkthrough of creating a new Participant Note Template in Maica

To utilise Participant Note Templates in Maica, please follow the steps outlined below.

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1. Search for Participant Note Templates in the App Launcher

In the Salesforce App Launcher, search for Participant Note Templates.

Click into the Participant Note Templates tab to create a new template.

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2. Create a New Template

Once there, click New to begin setting up a new template. You’ll be asked to fill out a few key details:

• Name: Give your template a clear and descriptive name.

• Description (optional): Add context about when or why this template is used.

• Category: Choose a category to help organise your templates.

The Category sets the category of the Participant Note when created using a Template.

• Template Content: Enter the note content that will appear when the template is selected

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3. Set the Template Visibility

You can choose whether the template should be:

• Public – Available to all users

• Private – Available only to you

Once configured, click Save.

You can also choose whether the template should be Active or not. Inactive templates will not appear as selectable options.

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4. Using the Template During an Appointment

Once saved, the new template becomes selectable when logging participant notes:

1. Open the Planner and begin logging a new participant note.

2. Select a note template from the list (e.g., Demo Note).

3. Click Confirm to apply the template content to the note.

4. The text from the template will be pre-filled and ready to complete.

Interactive Demonstration

The interactive demonstration below showcase the process outlined above.

The video covers each step in the creation of a Participant Note Template workflow.