# Create a New Participant Note Template

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**.

<figure><img src="/files/vwgy88nhk3aqD03QALFz" alt=""><figcaption></figcaption></figure>

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.

{% hint style="info" %}
The Category sets the category of the Participant Note when created using a Template.
{% endhint %}

* **Template Content**: Enter the note content that will appear when the template is selected&#x20;

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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**.

{% hint style="info" %}
You can also choose whether the template should be **Active** or not. Inactive templates will not appear as selectable options.
{% endhint %}

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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 <a href="#video-demonstration" id="video-demonstration"></a>

The interactive demonstration below showcase the process outlined above.

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

{% embed url="<https://app.arcade.software/share/7yPYhfTPEiCmHVI9wht1>" %}


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