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
Newton
SQL Server
Reporting
DataCenter
District Information
Miscellaneous 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 Groups Mapping Templates)
Allergens

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