Difference between revisions of "Setup Wizard"
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Equipment_Types|Equipment Type]] | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Equipment_Types|Equipment Type]] | ||
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[ | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Warehouse_Setup|Warehouses]] |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[ | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Product_Lines|Inventory Groups]] |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[ | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Misc_Charge_Group|Misc Item Groups]] |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[ | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Item_Maintenance|Items]] |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[ | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Account_Management|User Management]] |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[ | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Priority_Code|ETA/SLA Configuration]] |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[ | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Workflow Milestones]] |
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customerinvoicestab|Service Location Types]] | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customerinvoicestab|Service Location Types]] | ||
Revision as of 10:54, 29 June 2023
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| Navigation | |||
| Complete Intiial setup > Setup Wizard opens automtically | |||
| Overview | |||
| Once the initial setup and import is completed the system will automatically open the Setup Wizard. The Setup Wizard provides quick access to the setup options. Once the setup is complete the user must validate the settings to verify that all of the required steps have been complete. If the setting are valid, the user will be provided the ability to continue to the software. | |||
| • Chart of Accounts | |||
| • Type of Work | |||
| • Version/Revision Type | |||
| • Manufacturer Matrix | |||
| • Equipment Type | |||
| • Warehouses | |||
| • Inventory Groups | |||
| • Misc Item Groups | |||
| • Items | |||
| • User Management | |||
| • ETA/SLA Configuration | |||
| • Workflow Milestones | |||
| • Service Location Types | |||
| • Collateral Tasks | |||
| • Marketing - Advertising | |||
| • Nat'l/Reg Chains | |||
| • Contact Classification | |||
| • Inactive Reasons | |||
| • Note Categories | |||
| • Service Requests | |||
| • Service Solutions | |||
| • Workforce | |||
| • System Defaults | |||
