threadcount-community/docs/manual/start/set-up-in-an-afternoon.md

title, section, order, summary, screen, role, keywords

title	section	order	summary	screen	role	keywords
Set up in an afternoon	start	2	From creating the facility to the first garment issued at the counter, in the order the first-run checklist asks for it.	Today	Admin	sign up, signup, create account, new facility, setup, onboarding, checklist, plan, trial, import, opening stock, first issue

Create the facility

Sign-up is three steps.

1. You. First name, last name, work email and a password of at least 8 characters. Password resets go to that email, so it has to be right.
2. Your facility. The facility name, plus two optional answers. Setting (Hospital, Aged care, Community health or Other) chooses a starting list of staff groups. State or territory sets the time zone that counts and month-end are read in, and nothing else.
3. Plan, or Confirm when the server is not offering plans. Where the server publishes terms or a privacy policy, the create button stays off until you tick that you agree.

The plan step offers two choices. Neither takes a card.

Plan	Price	Limit
Hosted Small	Free	Up to 60 staff records
Hosted Facility	30-day trial	Then $1,290 a year

Health Service is not offered at sign-up. A facility created while plans are not live is free with everything, for good. A Community edition server has no plans and no staff-record ceiling.

What is written

Record	Change	Undo
Facility	Created with your name as coordinator, the plan you chose, any seeded staff groups and the time zone	See Delete an account
User	You, as Admin, with the title Uniform Coordinator	Edit under Settings › People & sign-in
Email	A welcome note to the address you typed	None

Sign-up is refused for an email that already has an account, and after 5 sign-ups from one connection in an hour. Open ThreadCount then takes you to the dashboard with the welcome checklist showing.

Staff groups

Staff groups are under Settings › Issuing rules, in the Staff groups list. Each group is on one route: FTE table, Starting kit or Manager approval. While a facility has no staff groups, everybody is on manager approval.

Rename moves every staff record filed under the group to the new name and keeps its route. A group with people in it cannot be removed. The rules for each route are on Groups and routes.

Load your data

Settings › Data › Import from CSV takes a spreadsheet saved as CSV.

1. Choose what you are importing from the list.
2. Press Download template and fill it in.
3. Press Import CSV and choose the file. Re-importing updates matching rows.

Import is shown to Admins only, and each user is limited to 20 imports in 10 minutes. Import the staff register and the catalogue first. The columns each template takes are on CSV templates. Add suppliers under Settings › Catalogue & suppliers, with their order email and lead time in days.

Opening stock and the first issue

On Stock › On hand, set a reorder level for each size with the minus and plus buttons beside it. Then press Adjust quantity and choose Opening balance, which overwrites a line's opening balance and is for start-up only. Only an Admin can set an opening balance or a reorder level.

When the shelf is loaded, go to Counter and issue a garment to someone on the register. Issue a garment walks through the counter.

The first-run checklist

The dashboard shows a checklist of six things a new facility does once.

1. Add staff, or import the register
2. Add garments
3. Set reorder levels
4. Record opening stock
5. Issue a garment
6. Bind a barcode or print labels

Each tick comes from the records, not from a click. For example, the first item is ticked once the staff register has a row in it. Every row still to do has a button to the screen that does it.

The checklist disappears once all six are ticked, or once the facility is 60 days old and three or more are ticked. An Admin can hide it sooner with Dismiss, and it stays hidden for the whole facility. It does not appear in the phone app.