Setup Checklist

Owned by Robin Rodrigue
Last updated: Jul 23, 2020 by Nora Kinal
1 min read



Overview

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







Reports







Application Processing







Application Review







Scanning







Email







Custom Strings







Section 2 - Miscellaneous Setup

Function

Completed

Date

Initials

Scan Forms







Schools







Grades







Student Importers







Application Review Queues







Special Circumstances







Work Log Types







Languages







Rejected Application Reasons







Section 3 - Advanced Setup

Function

Completed

Date

Initials

Scheduled Jobs







Alert Types







Test Databases







Exports







External Plugins







Custom Table Schemas







Section 4 - Security

Function

Completed

Date

Initials

Roles                                   

                  

                   

                  

Users







Permissions