Wizard : Setup

The setup wizard is the first wizard seen by the user. When Vol-Track is first loaded after being installed, this wizard will open to enable Vol-Track to be set up.

Vol-Track requires information about the organization using the system. This is called the Group. The wizard collects group information such as name, address, and phone number.

The setup wizard also contains other pages. The second page is used to collect information about the primary administrator of Vol-Track. If the security add-on is installed, then this will be the administrator used for the system (see the section on Security for details).

Note: As of this release the Security module is currently included with Vol-Track and will be removed in a later release/update.

The last page of the wizard allows registration information to be entered. This page is optional and should be left blank if a license has not been purchased.

To initially setup Vol-Track, follow the steps below:

  1. Launch the Vol-Track applications after completing the installation.
  2. At a minimum, enter the group name and other information if desired. The group name is the only required value.
  3. Click 'Next'.
  4. Enter a user name and password for the administrative user. Both values are required.
  5. Click 'Next' (Note: if you didn't purchase a license for Vol-Track you may click Finish to complete setup).
  6. If a license has been purchased, enter the information in this page including the name, email, company name, and a copy of the encrypted license text sent with the registration email.
  7. Press 'Finish'.
  8. Upon pressing finish, a login screen will display asking for the username and password. Use the username and password that you just entered into the wizard.