Customization and Setup

The setup process allows you to customize eBudde to match your needs. Your council customization is done on the settings tab. There are several questions to answer and you can customize the accessibilty using start dates and deadline dates To assist you with these questions, we have an instruction sheet which will ask the detail questions that you need to answer for each option on the settings tab. This is your first step in setting up eBudde.

The design of eBudde is to delegate the work to each user level. Once the council has done the initial setup, the volunteers will then be able to enter data.

Initial Order Setup

1. Settings
2. Areas/Service Units
3. Cupboards
4. Delivery Stations
5. Initial Incentives

Final Processing

1. Transaction Permissions
2. Proceeds
3. Banking
4. Final Inentives

 

 

 

 

 

 

 

 

 

COUNCIL CHECKLIST    

1. Verify Settings Tab
2. Add/Update/Delete Service Units or Areas
3. Add/Update/Delete Cupboards
4. Add/Update/Delete Delivery Stations and tie to service units and/or cupboards
5. Update Proceeds to reflect financial structure
6. Add Incentive program
7. Add/Update/Delete Banks

 

SERVICE UNIT CHECKLIST

1. Add/Update/Delete Troops

 

TROOP CHECKLIST

1. Update Settings Tab
2. Add Girls

 

 

 

 

 

 

 

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Maintained by B. Harrigan

December 18, 2009