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titleOverview

 This section is a checklist to be used as verification during the setup process. The checklist parallels the Administrator's Setup Guide, which contains detailed information on each function. Be sure to check, initial, and date each function when setup is complete.

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Section 1 - System Settings

Function

Completed

Date

Initials

District Information                  

                                                       

Miscellaneous

   

Direct Certification

   

Reports

   

Application Processing

   

Application Review

   

Letter Printing

   

Grace Periods

   

Scanning

   

Verification

   

Email

   


Section 2 - Miscellaneous Setup

Function

Completed

Date

Initials

Letters              

                                                       

Scan Forms

   

Schools

   

Tracks

   

Application Review Queues

   

Special Circumstances

   

Work Log Types

   

Languages

   

Rejected Application Reasons

   

Section 3 - Advanced Setup

 

Function

Completed

Date

Initials

User Defined Reports               

                                                       

Scheduled Jobs

   

Alert Types

   

Test Databases

   

Student Data Importers

   

Section 4 - Security

 

Function

Completed

Date

Initials

Roles                                   

                                                       

Users

   

Permissions

   

Section 5 - Direct Certification Import

 

Function

Completed

Date

Initials

Direct Certification Import     

                                                       

Special Circumstance Import

   

Custom Exports