> For the complete documentation index, see [llms.txt](https://kb.maica.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.maica.com.au/getting-started/post-install-steps/post-install-checklist.md).

# Post Install Checklist

If you prefer a checklist that you can tick off, make a copy of this [Google Sheet](https://docs.google.com/spreadsheets/d/1t5sEGm6LFcs2cBLXmL2Qpk_G56CkXFj1y8hKJVm7BoY/).

<table><thead><tr><th>Access</th><th data-hidden></th><th data-hidden></th></tr></thead><tbody><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#assign-a-maica-license-to-a-user">Assigned a Maica <strong>License</strong> to the relevant users</a></td><td></td><td></td></tr><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#assign-the-maica-permission-sets-to-a-user">Assigned the Maica <strong>Permission Sets</strong> to the relevant users</a></td><td></td><td></td></tr></tbody></table>

<table><thead><tr><th>Picklist Values</th><th data-hidden></th><th data-hidden></th></tr></thead><tbody><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#picklist-options">Added the additional values to the <strong>Quantity Unit of Measure</strong> picklist on the <strong>Product</strong> object</a></td><td></td><td></td></tr><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#stage">Added the <strong>Initial Contact</strong> value to the <strong>Stage</strong> picklist on the <strong>Opportunity</strong> object</a></td><td></td><td></td></tr><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#type">Added the <strong>Existing Customer</strong> value to the <strong>Type</strong> picklist on the <strong>Opportunity</strong> object and added to the <strong>Service Agreement</strong> record type</a></td><td></td><td></td></tr></tbody></table>

<table><thead><tr><th>Page Layouts</th><th data-hidden></th><th data-hidden></th></tr></thead><tbody><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#page-layouts">Updated the <strong>Opportunity</strong> layout with the Maica page layout</a></td><td></td><td></td></tr><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#page-layouts">Updated the <strong>Case</strong> page with the Maica page layout</a></td><td></td><td></td></tr><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#page-layouts">Updated the <strong>Contact</strong> page with the Maica page layout</a></td><td></td><td></td></tr><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#page-layouts">Updated the <strong>Product</strong> page with the Maica page layout</a></td><td></td><td></td></tr><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#account-page-layout">Updated the <strong>Account</strong> page layout</a></td><td></td><td></td></tr></tbody></table>

<table><thead><tr><th>Page Layouts (if not using the Maica page layouts)</th><th data-hidden></th><th data-hidden></th></tr></thead><tbody><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#maica-quick-actions">Added the Maica <strong>Mobile &#x26; Lightning Experience Actions</strong> to the <strong>Contact</strong> page layout</a></td><td></td><td></td></tr><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#maica-quick-actions">Added the Maica <strong>Mobile &#x26; Lightning Experience Actions</strong> to the <strong>Opportunity</strong> page layout</a></td><td></td><td></td></tr></tbody></table>

<table><thead><tr><th>Email Actions</th><th data-hidden></th><th data-hidden></th></tr></thead><tbody><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#email-action">Added the Email <strong>Mobile &#x26; Lightning Experience Actions</strong> to the <strong>Contact</strong> page layout</a></td><td></td><td></td></tr><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#email-action">Added the Email <strong>Mobile &#x26; Lightning Experience Actions</strong> to the <strong>Invoice</strong> page layout</a></td><td></td><td></td></tr></tbody></table>

<table><thead><tr><th>Duplicate Rules</th><th data-hidden></th><th data-hidden></th></tr></thead><tbody><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#review-maica-duplicate-rule">Activated the Maica <strong>Duplicate Rule</strong></a></td><td></td><td></td></tr></tbody></table>

<table><thead><tr><th>Report Charts</th><th data-hidden></th><th data-hidden></th></tr></thead><tbody><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#report-charts">Updated and activated the Report Chart filter on the <strong>ABA Export</strong> object</a></td><td></td><td></td></tr><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#report-charts">Updated and activated the Report Chart filter on the <strong>Contact</strong> object</a></td><td></td><td></td></tr><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#report-charts">Updated and activated the Report Chart filter on the <strong>Plan</strong> object</a></td><td></td><td></td></tr><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#report-charts">Updated and activated the Report Chart filter on the <strong>Service Booking</strong> object</a></td><td></td><td></td></tr><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#report-charts">Updated and activated the Report Chart filter on the <strong>Service Agreement</strong> object</a></td><td></td><td></td></tr><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#report-charts">Updated and activated the Report Chart filter on the <strong>Opportunity</strong> object</a></td><td></td><td></td></tr></tbody></table>

<table><thead><tr><th>NDIS Data</th><th data-hidden></th><th data-hidden></th></tr></thead><tbody><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#import-ndis-support-item-catalogue">Imported NDIS Support Item Catalogue </a></td><td></td><td></td></tr><tr><td><a href="/pages/yMjB1d7TpalSWO96fg5h#synchronise-data-with-the-ndis">Synchronise data with the NDIS Portal</a></td><td></td><td></td></tr></tbody></table>