Steps To Set Up The System

Owned by Katie Macpherson (Deactivated)
Last updated: Jul 10, 2019 by Emily Bivona (Deactivated)

Steps To Set Up The System

  1. Setup Role
    1. Add a Role
    2. Assign Permissions to the role
      1. Enterprise permission
      2. Institution permission
      3. Campus permission
  2. Setup User
    1. Add a User
      1. Assign Role to User
  3. Setup Enterprise
  4. Setup Institution(s)
  5. Setup Campus(es)
    1. Setup Site(s)
    2. Setup Academic Programs
    3. Setup Terms
    4. Setup Enrollment Level
    5. Setup Funds
      1. Add Budget Period
    6. Setup Fund Groups
    7. Setup Disbursement Schedules
    8. Setup Fund Fees
    9. Setup Packaging Philosophy
    10. Setup Cost of Attendance (COA)
    11. Setup Documents
      1. Add a message
      2. Add Document Assignment Rules
      3. Attach forms
    12. Setup Breaks
    13. Setup Academic Progress (SAP)
  6. Setup Tasks
    1. Task Restrictions
  7. Setup Communications
    1. Templates
    2. Filters