SedonaSetup                               SedonaSetup Views

Dependency View (continued)

When you first login to the SedonaSetup application in Dependency View, the task item, Setup Instructions, will explain the steps needed to implement the various modules and setup tables associated with each module.  The task list is comprised of setup tables, and system default values where you will need to make decisions on how to use particular elements of the various modules.

There are three status choices to select from as you work on each task:

·1) Finish Later 

·2) Approve Task  

·3) Un-approve Task. 

As each setup table or task item is completed, right-click on that task item and select Approve Task.  Once the task item is approved, the box to the left of the task will display a check mark to indicate this task has been completed.  All tasks must be completed before you may begin using the software.

On tasks that require more thought prior to entering values, these should be marked as Finish Later as a reminder to re-visit this item. This task list is comprised of setup tables, and system default values where you will need to make decisions on how to use particular elements of the various modules.

For the most-part, the majority of the tasks have samples already entered on the list.  You may use these existing values, change the name to something else, and enter new values of your own that best suit the manner in which your company operates.  There are some setup table which contain values controlled by SedonaOffice.  These will be noted where these rules apply.

Each task item form displayed will have three buttons located on the bottom right labeled Apply, New and Delete.  The Apply button is used to save information entered on the form.  The New button is clicked when you want to create a new record for the table; click Apply after entering new records or you will lose whatever information you have entered.  If you have entered a value and change your mind, highlight the record in the upper portion of the form to bring it down into the data entry area, then click the Delete button to remove the record.

Some of the tasks are displayed with a bold font; these are considered key tables that need your attention.  If you attempt to move on to another task item, a message will be displayed asking you if you want to exit this form.  Click the Yes button, and the system will save any changes that were made to the form.

 

 

Previous Page                              Page  4   of   9                              Next Page