Setup Checklist

Overview

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
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