Assisted Setup

The setup process can be simplified using the Time Registration Assisted Setup. This acts as a setup wizard to help you get the system up and running.

Step 1: General Setup

The first page requires you to configure the general settings for the system.

Step 2: Enable Resources

After the general setup, the wizard helps with resource-related configuration. Mark the Uses Time Registration field as true for each resource that will use the system.

Step 3: User Setup

This page helps you create User Setup records if they have not been created on your system yet.

Step 4: Assign Users and Mentors

All the resources you marked in the previous step will appear here. Assign which user uses each resource and which user is the mentor of the resource.

Step 5: Assign Project Managers

The last page helps you assign a Project Manager for each project.