Startup checklist
The startup checklist
contains the configuration tasks required when setting up ACTIVE Net software
in the best practices order of implementation.
Tasks within each business
area must be completed in the order listed due to dependencies.
With the startup checklist
as your guide, you can complete your ACTIVE Net setup and ensure essential
information is present before entering transactional data.
Each hyperlink will bring
you to the setup page for the item. Further information about how to maintain
each item can be found in the Help file of the setup page.
Where is it found?
Select the Administration tab.
Select the following
menu links: System Settings
> Startup checklist.
How is it used?
The navigation panel
guides you through categories that must be completed when setting up ACTIVE
Net software.
In each category, with
checklist items unfolded by clicking the item link, the following actions
can be performed.
Task
Clicking the underlined
task item brings you to the maintenance screen for this task.
Checkbox
Clicking the checkbox
next to a task denotes that this task has been completed so that other
staff working on the startup checklist can see what still needs to be
done.
Question Mark
Clicking the question
mark link will open the Help page for this task.
Save
Clicking Save
at the top or at the bottom of the page saves all settings on the checklist
page.
The tasks are organized
in the following categories:
General
Organization Information
System Settings General
System Settings Financial
Wording Configuration
List Configuration
Profiles
Sites
System Users
Receipt Voucher Text
Geographic Areas
States
Cities
Postal Codes
Cost Centers
G/L Accounts
Gift Card Types
Refund Charges
Tax Receipt
Supervisors
Centers
Extra Detail Master
Records
Skip Dates
Customer Configuration
Customer Types
Family Roles
Alternate Key Statuses
Alternate Key Types
Occupations
Skills
Note/Alert Types
Population Denial Reasons
Demographics
Interest Lists
Subscription Lists
General Reasons
Waiver Settings
Load Custom Streets
Load Customers
Load Companies
Admin
Workstation Groups
Workstations
Files
Financial Export Templates
Facilities
Facility Settings
Disclaimers
Prep Codes
Amenities
Schedule Types
Custom Questions
Checklist Items
Facility Types
Event Types
Stages
Stage Sequences
Facilities
Facility Overlaps
Charges
Facility Charge Matrix
Facility Groups
Locker Sizes
Combination Locks
Locker Rooms
Equipment
Equipment Settings
Disclaimers
Equipment Accessories
Schedule Types
Custom Questions
Checklist Items
Event Types
Equipment Types
Stages
Stage Sequences
Equipment
Equipment Categories
Equipment Packages
Charges
Equipment Charge Matrix
Equipment Groups
Registration
Registration Settings
Activity Types
Grades
Instructor Skills
Instructors
Instructor Roles
Seasons
Terms
Categories
Other Categories
Departments
Charges
Instructor Charge Matrix
Custom Questions
Checklist Items
Team Contact Types
Team/Group Categories
Award Codes
Award Code Combinations
Awards
Activities
Campaigns
League
League Types
Team Contact Types
Leagues
Official Skills
Officials
Postpone Reasons
Daycare
Daycare Settings
Charges
Custom Questions
Checklist Items
Daycare Categories
Daycare Program Types
Daycare Session
Daycare Programs
Membership
Membership Settings
Entry Points
Package Categories
Pass Layouts
Charges
Custom Questions
Packages
Point of Sale
Point Of Sale Settings
POS Product Departments
POS Product Classes
POS Product Subclasses
POS Products
Charges
POS Layouts
POS Control Codes
Global Discounts and
Coupons
Global Discounts
Coupon Categories
Coupons
Coupon Batches
Internet
Online Settings
Internet Settings
Customize UI
FAQ
Online Intro
