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 |
|---|---|---|---|
Newton | |||
SQL Server | |||
Reporting | |||
DataCenter | |||
District Information | |||
Misc Values | |||
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 |