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1. Go to System/Modules to install the following modules:
   • Classic Requisition Approval Module: must be installed if they want to use Onbase 
   • Email Notification Services: must be installed if they want to send reports via email using the Job scheduler or Report Bundles.
   • File Transfer Notification Services: must be installed if they use RAM.
   • USPS Integration Module: must be installed in order to post USPS-R payroll, Board Retirement and Board Share of Distribution files into USAS-R.
   • User-Based Balance Checking module: must be installed if district wants to control, per user, the ability to allow posting to negative balances on budget and appropriation accounts.
   • Windows Active Directory Service Authentication: must be installed if they would like to use Active Directory.
2. Go to System/Configuration
   • EMIS SOAP Service Configuration: Enter the fiscal year the district will be reporting for the next Period H submission.  This is required before running the EMIS extract option under the Extracts menu.
   • Transaction Configuration: Specify the highest transaction number to be used instead of the system using the highest number retrieved from the database.  
3. Go to Core/Organization: District will need to enter the Organization Detail for their district, including name, address and ID numbers.  The Central Office Square Footage and ITC IRN should also be added. 

4. Go to Core/Posting Periods:   When new districts come on to the Redesign they need to start

   in July in order to

   by creating the July posting period for the fiscal year they are beginning in.  It is imperative that they have a full fiscal year of posting periods

   .  Right now the system won't force you to create July, but we have an issue to implement that restriction.  Currently, in a new database the first posting period you create cannot be deleted and you cannot create a period prior to it.  When you

   the year they begin on Redesign.  When you start up the new districts, regardless of what month it is, you'll create the July posting period and then any subsequent periods to get them to the current period in whatever fiscal year they start up in.  Even if they start up in January for example, you would still create July - Dec, even if they have no data to enter into those periods.  It's important to have the complete set of posting periods for the fiscal year.

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1.   

   Warning
   title Posting Periods
   Right now the system won't force you to create July, but we have an issue to implement that restriction.  Currently, in a new database, the first posting period you create cannot be deleted and you cannot create a period prior to it.  So it is imperative that you create the July period for the calendar year that starts your first fiscal year on Redesign. Example: District wants to start in January of 2021.  The first posting period you would create would be July using calendar year 2020.  You then would create the posting periods in order from August 2020 through January 2021.  If the district does not intend to post transactions in July - December, those periods can be closed in order beginning with July.

   
   

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