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If data was transferred from an earlier version of ProAct or another source then most of the configuration has been accomplished.
Configuring for First Use
Master Configuration – Master Admin User
| 1. | Sites List (Required) A site or group name must be entered for each dataset subscribed to. In some cases default values will be entered. These values may be edited to suit your needs. |
| 2. | Add User Logins (Required) User accounts may be added by a master admin user to any site or by a site admin user to their respective site. RDP users and Web users are separate so some users may have to be created on both sides. |
| 3. | Master List (Required) The Master Category and Master Behavior lists are the all-inclusive (inventory) lists used to create the Observation Checklists. |
| 4. | Application Settings (Optional) There are a number of settings that can be specified in the Application Settings screen. Setting a value in this screen establishes a default setting that can be modified by a Site Admin user. Enabling the Lock icon adjacent to it enforces the setting so that it cannot be modified by the Site Admins. |
| 5. | Master Checklist (Optional) If all sites will be using the same checklist then the checklist must be created and managed in the Master Site. Disabling the “Allow Sites to Create Checklists” option in the Application Settings will force all sites to use only the Master Checklist. |
| 6. | Master Variables (Optional) Master Variables are tracking lists that are common to all sites. Examples of common Master Variables are “Shift”, “Tenure”, and "Employee Type". To create a Master Variable simply add a variable in the Master Application Settings screen. Master reports may be filtered or broken down by Master Variables. Once a Master Variable is created the list of values must be specified in the Variables Menu while in Master Mode. |
Site Configuration – Master Admin or Site Admin
| 1. | Application Settings (Required unless specified in Master Settings) Any settings not locked in the Master Site may be set based on preferences. This includes configuration of site-specific Variables. |
| 2. | Checklist Configuration (Required unless using Master Checklist) If no Global Checklist exists then a site-specific checklist must be created prior to data entry. |
| 3. | Input Variable Lists (Required) The list of participating Observers and lists of values for all other configured variables must be entered in the Variables Menu. |
| 4. | Add User Logins (Optional) |
User Configuration - All Users
| 1. | Email Address (Required) All users should select Settings/User Settings and verify their email address. The email address is used for sending reports and notification such as password reset notices. |
| 2. | Default Values (Optional) Users who perform data entry may want to specify default values to help speed the entry of data. |