Setup Checklist
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.
Section 1 - System Settings
Function | Completed | Date | Initials |
---|---|---|---|
District Information | |||
Miscellaneous | |||
Direct Certification | |||
Reports | |||
Application Processing | |||
Application Review | |||
Letter Printing | |||
Grace Periods | |||
Scanning | |||
Verification | |||
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 |