funds_setup_checklist
Differences
This shows you the differences between two versions of the page.
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funds_setup_checklist [2009/06/08 17:57] anthony created |
funds_setup_checklist [2009/07/16 19:00] (current) anthony |
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| - | channelFUNDS checklist - Have you… | + | **channelFUNDS checklist** - Have you… |
| - | * Created the internal and external users? | + | * Setup [[admin_setup_checklist | ADMIN]]? |
| - | * associated Admins with Partner locations? (its done via the scope tool) | + | * Configured the tool settings? |
| - | * set up the appropriate permissions and roles | + | |
| - | * Configured the tool email settings? | + | |
| * enable/view/edit system emails | * enable/view/edit system emails | ||
| - | * allow use of non-allocated funds FIXME [not sure what impact this has] | + | * allow use of non-allocated funds? (it allows for the use of negative funds during reimbursements) |
| * Set up the appropriate Budget Line(s)? | * Set up the appropriate Budget Line(s)? | ||
| - | * if Strategic Investment, have you assigned Trustees? | + | * if you're using Strategic Investment BL's, have you assigned Trustees? |
| * uploaded or added funds? | * uploaded or added funds? | ||
funds_setup_checklist.1244483871.txt.gz · Last modified: 2009/06/08 17:57 by anthony