Setup Roadmap

This is an ordered sequence of tasks to configure and set up your system. It focuses on the Master Data and Settings.

When you’ve finished completing each of the relevant tasks you will have a system you can use to train users and perform testing.

To complete the transition to a live system refer to the Run phase guides.

The Implementation Checklist is a read-only Google Sheet.

To save an editable version in Excel, after clicking on the link above, go to:

File > Download > Microsoft Excel.

Alternatively, you can sign in to your google account and save a copy of the Google worksheet. Go to:

File > Make a copy.

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