This shows you the differences between two versions of the page.
funds_setup_checklist [2009/06/17 18:27] anthony |
funds_setup_checklist [2009/07/16 19:00] (current) anthony |
||
---|---|---|---|
Line 1: | Line 1: | ||
**channelFUNDS checklist** - Have you… | **channelFUNDS checklist** - Have you… | ||
- | * Created the internal and external users? (partners and administrators) | + | * Setup [[admin_setup_checklist | ADMIN]]? |
- | * associated Admins with Partner locations? (scope tool) | + | |
- | * set up the appropriate permissions and roles | + | |
* Configured the tool settings? | * Configured the tool 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 you're using Strategic Investment BL's, have you assigned Trustees? | * if you're using Strategic Investment BL's, have you assigned Trustees? |