Set up guides

On this page you will find practical guides on how to set up the system. These guide will look at different services and activities that you may wish to manage on the system.

General Guides

• Getting started form Implementation through to set up.

This guide starts from when your order is placed, the implementation period and through the sections required to set the system up. This guide is for Administrators and Managers of the system.

Operational Guides (not related to service users)

• Managing and working with funders

This guide looks at how to setup the system to manage core and service funding.