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Adaptive Planning
Last Updated: 2023-06-23
Use the Getting Started Assistant

Use the Getting Started Assistant

Security:
Admin Access
 permission.
The Getting Started Assistant is a high-level checklist that guides you through setting up the main administration areas. It helps you track your setup progress.
  1. Select
    Administration
     from the main menu.
  2. Click
    General Setup
     from the System menu.
  3. Scroll to the bottom and click
    Reset Getting Started Assistant
    .
  4. Click
    Administration
     again to display the checklist.
  5. When done, click
    Exit Getting Started Assistant
    .