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System Preparation

Luna WMS provides administrators with a Dashboard task list to prepare the system for use in their organisation.They include tasks such as defining business details, setting up signatories, document templates preparation, case type deployment, and workflow layout.

Defining a "Case"?

In Luna WMS, a Case is the central location for your work. Depending on your department or industry, you might usually call this an Enquiry, a Case, or a Matter.

Regardless which term you prefer (which you can also be customised within Luna), they all mean the exact same thing within Luna: a single place to track, manage, and organise all the information for a specific file.

Initial Tasks

System configuration tasks are split into several categories:

  • Business details
  • Workflow
  • Test and trial matters/cases
  • On-boarding new users

Note

You should work through each category of tasks and complete them accordingly.

  • View or create a Matter

System Suggested Tasks Widget

As you complete preparation tasks you can check and mark progress under the widget.

Suggested Task widget - System adminstrators

System administrators have access to a dashboard where they can track progress and review suggested tasks.