Setup wizard: from the first record to a working setup
The first hour of a new account is lost when it is not clear which screen to start from. The scope of this module is to take an organisation step by step, question by question, to its first working setup.
This page is for organisations setting the portal up for the first time and for the professionals who do that setup on a client's behalf.
What the scope covers
The headings below are the scope of the module; while work on it continues, this page only describes that scope.
- Step by step progressOne topic is asked per step; a step counter shows where you are.
- Organisation detailsBasic details such as company, site and hazard class are collected in the first steps.
- People and permissionsWho signs in with which permission is decided during setup.
- Module selectionWhich modules the organisation will use is chosen during setup; the choice can be changed later.
- Summary stepEverything entered is summarised on one screen in the final step.
- Landing in the first recordWhen the wizard ends the user is left inside the record they have created, not on an empty screen.
How it connects
Setup is read together with the pages people look at before opening an account and with the module catalogue.
What this page states and does not state
The headings above are the scope of the module. Because work on it is still under way, this page does not show a wizard screen you can open today.
Setup duration, the number of steps and which details will be mandatory are still being settled as the scope work continues. This page gives no figures on them.
Tell us what you find hard about setup
How many sites and how many users you start with define the scope of setup. Write what you expect and we will take it into planning.
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