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funds_setup_checklist
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channelFUNDS checklist - Have you…
- Created the internal and external users?
- associated Admins with Partner locations? (its done via the scope tool)
- set up the appropriate permissions and roles
- Configured the tool email settings?
- enable/view/edit system emails
- allow use of non-allocated funds
[not sure what impact this has]
- Set up the appropriate Budget Line(s)?
- if Strategic Investment, have you assigned Trustees?
- uploaded or added funds?
funds_setup_checklist.1244483871.txt.gz · Last modified: 2009/06/08 17:57 by anthony