# Post Install Steps
## Assign a Maica License to a User
1. Go to **Setup** and search for **Installed Packages** in Quick Find.
2. Click **Manage Licenses** on the Maica package.
Managing Maica user licenses
3. Click **Add Users.**
Adding the Maica user license to a user
4. Select the user(s) who you want to assign the Maica license to, and then click **Add.**
## Assign the Maica Permission Sets to a User
1. In **Setup**, search for **Users** in Quick Find.
2. Click on the User you want to assign the Maica Permissions to.
3. Scroll down and under Permission Set Assignments, click **Edit Assignments.**
4. Select the Maica Permission Sets that the User needs and move it across to the **Enabled Permission Sets** list by using the ➤ button. Then click **Save**
{% hint style="info" %}
For more information outlining each Permission Set, see this [article](/general-information/maica-permissions-sets.md#full-permission-set-overview).
{% endhint %}
## Picklist Options
A few of the standard Salesforce pick-lists (drop-downs) need to be extended with additional values required to support Maica.
{% tabs %}
{% tab title="Product object" %}
Update the `Quantity Unit of Measure` picklist with the following values:
| Value | API Name |
| ------- | -------- |
| Hourly | `H` |
| Daily | `D` |
| Weekly | `WK` |
| Monthly | `MON` |
| Yearly | `YR` |
| Each | `E` |
The `Quantity Unit Of Measure` list should look like this after being updated.
Note: you may have some of your own, specific values in here and that is okay too.
You can use the list below to copy the exact values that need to be entered. To add these to Salesforce, click **New** and paste the values from below. You will need to **manually** update the API Name for each value after these have been saved and the API Name needs to be upper case, i.e. `MON` for **Monthly**.
```
Hourly
Daily
Weekly
Monthly
Yearly
Each
```
{% endtab %}
{% tab title="Opportunity object" %}
### Stage
In the `Stage` picklist, add `Initial Contact` to the list of picklist values. When adding the value, you need to also ensure that you do the following:
. The image below illustrates how to do this:
* Set the `Type` = Open
* Give the Stage a `Probability` value. We suggest a low value such as `10%`
* Leave the `Forecast Category` = `Pipeline`
* Include this value in the `Service Agreement` **Sales Process**
### Type
In the `Type` picklist, add `Existing Customer` to the list of picklist values. When adding the value, you need to also ensure that you include this value in the `Service Agreement` **Record Type**. The image below illustrates how to do this:
{% endtab %}
{% endtabs %}
## Page Layouts
Maica comes with a number of Page Layouts for **standard** Salesforce objects. If you prefer to use the Maica Page Layouts - these need to be assigned to the relevant Profiles/Record Types in your organisation.
The following standard objects can be assigned Maica Page Layouts:
* `Contact`
* `Case`
* `Opportunity`
* `Product`
#### Opportunity Page Layout
As Maica introduces the `Service Agreement` Record Type on the `Opportunity` object, please ensure that you have updated the **Page Layout Assignment** for this Record Type. The image below illustrates how to do this:
{% hint style="info" %}
If you would prefer to use your own Page Layouts for these objects, namely `Contact` and `Opportunity`, you need to add the **Maica Quick Actions** to the layouts to ensure these options are displayed to your users. Please see below.
{% endhint %}
#### Maica Quick Actions
### Account Page Layout
It is important to note that Maica does not include a specific Page Layout for the `Account` object. For **Plan Managers**, we would recommend adding the following items to your Account layout(s):
#### Invoice Related List
Add the `Invoice` related list to ensure that you can see a list of all Invoices associated with a specific Provider.
You can add the `Invoice` related list to the Page Layout per the image below:
#### Maica Fields
The table below lists the fields that Plan Managers will want to add to the `Account` Page Layout to support Maica processes.
| Field Name | Description |
| ---------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `Australian Business Number (ABN)` | The Australian Business Number of the Provider. |
| `ABN Exemption` | Used to indicate if the Provider is exempt from quoting an ABN under ATO rules. If selected, a value of `EXCLS` will be populated in the `Bulk Payment Request File`. |
| `Bank Account Name` | The Bank Account Name that is used for processing a payment to the Provider. |
| `Bank Account Number` | The Bank Account Number that is used for processing a payment to the Provider. Please ensure the Maica `Bank Account Number` field is populated and **not** the standard Salesforce `Account Number` field. See the image below. |
| `BSB` | The Bank BSB that is used for processing a payment to the Provider. |
| `Provider Email` | The email address used when sending Invoices to a Provider. |
{% hint style="info" %}
To manage the ABN of your Providers / Organisations, ensure that you use the `Australian Business Number (ABN)` field and not the `(DEPRECATED) ABN` field
{% endhint %}
## Path Settings
If you have not already done so, you need to enable **Path Settings** to ensure these can be displayed on the relevant Lightning Pages, such as `Opportunity`, `Plan`, `Service Booking` etc.
Please see the image below illustrating how to do this:
1. In Setup, use the Quick Find box to find `Path Settings`
2. Click `Enable`
## Email Action
In order to send **Participant Funding Statements** and **Invoices** via **Email** from Maica, the Salesforce Lightning Email Action needs to be added to the Page Layout for the `Contact` and `Invoice` objects.
If you are using the Maica Page Layouts for these objects, then we have done this for you . If you wish to use your own Page Layout, say for `Contact`, then please ensure that the Lightning Email Action has been added.
Please see the image below illustrating how to do this:
## Review Maica Duplicate Rule
Maica contains a Matching & Duplicate Rule combination to assist in the management of your Providers and Organisations within the standard `Account` object.
* **Matching Rule Name**: `Maica ABN Match`
* **Matching Rule Criteria**: The Matching Rule Criteria looks for an **EXACT** match of the data entered into the Maica `Australian Business Number (ABN)` field on the `Account` object
* **Duplicate Rule Name**: `Maica ABN Duplicate Rule`
* **Duplicate Rule Conditions**: `Account`: `Australian Business Number (ABN)` NOT EQUAL TO `null`
The Duplicate Rule has been configured with the following properties:
| Property | Setting and Notes |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| `Action on Create` | **Allow**. This means that the Duplicate Rule **will not** prevent you from creating a new `Account` record even if there are other `Account` records with the same `ABN`. |
| `Action on Edit` | **Allow**. This means that the Duplicate Rule **will not** prevent you from updating an `Account` record even if there are other `Account` records with the same `ABN`. |
| `Operation on Create` |
✔️ Alert and ✔️Report
This means that users will be alerted when attempting to create a new Account with the same ABN as an existing Account record(s).
A Duplicate Record Set record will also be created, meaning the new Account and each of its duplicates is listed as duplicate record items in the duplicate record set. These records can then be managed via Salesforce Duplicate management options.
|
| `Operation on Edit` |
✔️Alert
This means that users will be alerted when attempting to edit a new Account with the same ABN as an existing Account record(s).
|
Once you have reviewed the **Duplicate Rule** and ensured it is suitable, it will need to be **Activated**. You can do this from Setup --> Duplicate Rule and clicking the **Activate** button as per the image below.
## Report Charts
Any **Report Charts** displayed on an object that contains a **filter** need to be quickly reconfigured following the installation. There is some Salesforce behaviour that prevents the filter from being added as part of the managed package install.
In order to do that, navigate to each of the objects listed below and click the **Edit Page** button, as shown in the image below.
Editing the Lightning Page to update the Report Chart Filter
With the Lightning Page in **Edit** mode, select the Report Chart and click the **Filter By** option to display the list of available filter options. The Maica charts will contain a single option for you to select.
Setting the Chart Filter
Once you have selected the filter, **Save** and **Activate** the Lightning Page to ensure it has been applied correctly.
The following objects in Maica contain Report Charts that need to be configured:
* `ABA Export`
* `Contact`
* `Plan`
* `Service Booking`
* `Service Agreement`
* `Opportunity`
## Import NDIS Support Item Catalogue
Support Items (Products) and Prices are a critical component and touch almost all parts of Maica, so creating (and maintaining) these records is critical.
Maica has an automated import utility to take the headache out of this task for you, so no more tweaking and comparing a new NDIS Support Catalogue with your own complex VLOOKUPS just to check what Products are new and what has changed from one Price Guide to the next.
Use the Data Import tool to create the following records following your Maica install:
* Support Items (Products)
* `Plan Management - Financial Administration` (14\_034\_0127\_8\_3)
* Price Books
* `NDIS Support Catalogue 2023/24`
* Price Book Entries
* The `Price Book Entry` links a `Product` to a particular `Price Book` for the price at that particular time
* For example: `Plan Management - Financial Administration` (14\_034\_0127\_8\_3) is added to the `NDIS Support Catalogue 2023/24` for $104.45
For more information on using Maica to load the NDIS Support Catalogue, see the following [article](/data-imports/import-support-item-catalogue.md).
{% hint style="info" %}
Pricing is a **critical** component of the NDIS. We recommend learning more about the NDIS Pricing Arrangements [here](https://www.ndis.gov.au/providers/pricing-arrangements).
{% endhint %}
## Synchronise Data with the NDIS
The final step before you start Empowering Your Participants with Maica is to **synchronise data** in the NDIS Portal with Salesforce. This ensures that all the relevant records are available and can be leveraged by Maica.
{% hint style="info" %}
All synchronisation activities are dependent on **your level of access** in the NDIS Portal. Maica can only retrieve data that you have the required permissions and/or consent to access. This is particularly relevant for `Plan Budget` data.
{% endhint %}
The following data needs to be synchronised (in the following order):
This step is available on the **Maica Settings** Tab and described in more detail in the [NDIS Synchronisation](/general-information/client-management-settings/ndis-synchronisation.md) article.
---
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