Setup Wizard and Setup Checklist

Q: Setup Wizard and Setup Checklist

Setup Wizard and Setup Checklist The Setup Wizard (Admin → Tools → Setup Wizard) is a guided, step-by-step way to configure a new program: purpose (awards / applications / grants / submissions), branding, categories, charging/pricing, and judging setup. It can also read documents you already have (a category list, program document, or the provided import template spreadsheet) and build your categories, entry questions, eligibility rules and judging criteria from them automatically, ready for you to review and adjust. You can re-run parts of the wizard any time from Admin → Setup → Categories → "Re-import from documents" : this replaces all categories/questions/criteria/eligibility with a fresh build from newly uploaded documents (only available before any entries exist, since it would otherwise orphan them). The Setup Checklist (shown at the top of Admin while your portal is still closed, or under Admin → Setup → Setup Checklist once launched) is a lean in-portal list of what's left to configure before you launch: it's the day-to-day tracker; the wizard is the guided walkthrough.

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Setup Wizard and Setup Checklist

The Setup Wizard (Admin → Tools → Setup Wizard) is a guided, step-by-step way to configure a new program: purpose (awards / applications / grants / submissions), branding, categories, charging/pricing, and judging setup. It can also read documents you already have (a category list, program document, or the provided import template spreadsheet) and build your categories, entry questions, eligibility rules and judging criteria from them automatically, ready for you to review and adjust.

You can re-run parts of the wizard any time from Admin → Setup → Categories → "Re-import from documents": this replaces all categories/questions/criteria/eligibility with a fresh build from newly uploaded documents (only available before any entries exist, since it would otherwise orphan them).

The Setup Checklist (shown at the top of Admin while your portal is still closed, or under Admin → Setup → Setup Checklist once launched) is a lean in-portal list of what's left to configure before you launch: it's the day-to-day tracker; the wizard is the guided walkthrough.