How Do I Use the Setup Wizard?

Use the Wizard

  1. Open the GridPulse dashboard.
  2. Click Wizard.
  3. Start with the first unfinished card.
  4. Fill in the form on that card.
  5. Click Continue or the save button shown on the card.
  6. Move to the next card.

What the Wizard helps with

  • Adding template categories.
  • Creating notice templates.
  • Creating calendar events.
  • Adding staff.
  • Reviewing device setup.

If a Wizard card will not save

Check the fields on that card. A required field may be empty, or your staff role may not allow that setup step.