Setup Plan

Organization is the key to a smooth and successful system setup. Making decisions prior to actually setting up the system can save you some headaches down the road. In addition, adding information to the system in a specific sequence can save you time and frustration. We suggest that you formulate a setup plan based on the following general plan.

ClosedReading Setup Steps

Prior to starting, read Setup Steps. The steps provide detail guidance intended to minimize the time it takes to complete system setup. They also provide you with some insight on the information you need to have at hand when actually entering data into the system. When setting up—actually entering data into the system—be sure to follow the steps detailed in the Setup Steps. Following the numbered list of setup steps can save you time during setup.

ClosedSetup Documentation

This section includes setup questions to help you plan for the entry of each item. Actually completing each questionnaire is optional. They are provided for your convenience.

See Also

Setup Guide Introduction

Setup Steps

 

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