# Appendix A - Administrator Setup Checklist

- Website Login & Password

- Initial login and password change
- Changing your account information

- Welcome Page Review

- Modify the Welcome Page for your region

- User Management

- Add additional administrator accounts (if necessary)
- The Viewer accounts can view only (no editing).
- Limit admin accounts to 5 or less.
- Review Field Reps and Managers

- Store Management

- Review Stores and Chain hierarchy
- Modify Chain classifications if you need to assign different types of Reps to a store
- Review Store Assignments and Visit frequency
- Add/Remove/Reassign stores as needed

- Initial Roll Up file pre-populated the store assignments for the primary rep
- For dual coverage of a store, you can now assign additional reps to those stores

- Calendar

- Schedule store visits for each rep based on the stores assigned and the frequency of visits per month

- Call Report Management

- Tips:

- Create your “largest” call report first (most Sections and questions)
- Add logic
- Localize
- Use this form when creating your subsequent forms, modifying as needed.
- Localization and logic will remain from this report and save you the steps of duplicating that effort in each additional call report.

All Global templates provide corporate guidance and can be modified to fit your region and retail specific needs. You can:

- Hide sections that do not apply to the retail chain
- Hide questions that do not apply
- Add Questions for locally relevant information

- Using the Global Store Visit Call Report

- Global template for field labor store visits
- Create call reports based on the needs of the chains in your region

- Adding tasks/questions
- Localization of call reports

- Multiple languages per call report
- Defaults to English if no translation entered

- File Uploads

- Upload Resources used by the Reps

- My Training = Field Rep training
- Kiosk Maintenance = setup/ troubleshooting instructions for kiosks
- Plan-o-grams = store display plan-o-grams
- Demo Installation = Windows 8/8.1 installation/troubleshooting instructions

- Monthly Training Guidance

- Modify monthly training guidance topics
- Assign resources to training categories

- RSP Training. Selecting the following categories will allow the resource to automatically appear in the appropriate training section in the RSP Training form on the Windows App

1. General
2. Hardware
3. Office
4. Surface
5. Windows
6. Xbox

- Call Reports – Escalations

- Configure email escalations based on call report answers

- Call Reports – Scheduled

- Configure automatic Excel reports for each type of call report

Can be scheduled Daily, Weekly or Monthly