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titleOverview

 This 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

Newton               

                                                       

SQL Server

   

Reporting

   

DataCenter

   

District Information

   

Misc Values

   

Email

   

Letters

   

 

Section 2 - Miscellaneous Setup

Function

Completed

Date

Initials

Regions            

                                                       

Clusters

   

Schools

   

Track Configs

   

Letters

   

Provision 2 Base Year

   

Claims

   
- Claim Periods   
- Reimbursement Rates   
POS Groups   

Feeder Groups

   

Grade Groups

   
- Grade Groups   
- Grade Group Mapping Templates   
Income/Expense Accounts   
Misc School Counts   
Misc Posting Cash   
Supervisor Alerts   
Allergens   
Customer Categories   

 

Section 3 - Advanced Setup

Function

Completed

Date

Initials

User Defined Reports               

                                                       

Scheduled Jobs

   
Photo Import Configurations   
Import 3rd Party Configurations   

Test Databases

   
Alert Types   

External Plugins

   

 

Section 4 - Cafeterias

Function

Completed

Date

Initials

Cafeterias                                   

                                                       

- General Information

   

- Settings

   
- POSID/Grade Ranges   
- Automatic Feeder Rules   
- Feeder Groups   
- Income/Expense Accounts   
- Schools   
- Virtual Cafeteria   
- Misc Posting Cash   
- Misc School Counts   


Section 5 - Security

Function

Completed

Date

Initials

Roles                                   

                                                       

Users

   

Permissions