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Setup the System Elements

The following are high-level steps that you must complete in order to successfully setup your system. 
  1. Create and link programs to an agency
  2. Set up a service facility
    1. Associate a program to a facility
    2. Define a facility's capacity
  3. Set up service events
    1. Add new Service/Event
    2. Associate Service to a Program and Facility
  4. Staff and System Security
    1. Add Staff
    2. Setup Navigation Access Scheme
    3. Worker Role Setup
      1. Add new Worker Role
      2. Applying Security for Events
    4. Worker Role Assignment
      1. Assigning through Enrollment

 

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