Introduction

• Overview
• Before Beginning
• Step 1: Sponsor Questionnaire
• Step 2: Enable Portal and Review Settings
• Step 3: Review Portal's Main Page Settings
• Step 4: Review Portal Settings - Participant Data
• Step 5: Review Portal Settings - Calculation Settings
• Step 6: Review Portal Settings - Access Settings
• Step 7: Configure Reported Amounts
• Step 8: Configure Export Definitions
• Step 9: Export Messages
• Step 10: Person Worksheets
• Step 11: Worktrack Process Analysis and Overview
• Step 12: Configure Worktrack Requests
• Step 13: Configure Worktrack Steps
• Step 14: Creating Initial Users
• Step 15: Sending Registration Code Emails



• User Maintenance
• Ongoing Maintenance