System Admin


Cover the System Administration Review Session to gather necessary information and identify any gaps.


Review the standard  WebChart workflows and gather information needed for system setup of any and all system administration needs.

Agenda - 2 Hours

  • Demonstrate System Administration Functionalities
    • System Configuration
      • Browser Requirements
      • ActiveX Controls
      • Language Translations
      • Scheduled Jobs
      • Secure Email Setup
      • Single Sign-On (SSO)
      • Audit & Activity Logs
      • User Preferences
      • Security Role Settings
      • System Settings


Document action items, distribute meeting minutes, create Jira tickets for configuration projects that are in scope, perform system configuration, update percentage complete and dates on project plan, and prepare for subsequent meetings and UAT.

WebChart Documentation

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