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 Getting set up checklist on Today asks for it.	Today	Admin	sign up, signup, create account, new facility, setup, onboarding, checklist, getting set up, welcome, plan, trial, import, opening stock, opening balance, 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 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 Today, where the checklist is titled Welcome to ThreadCount.

Staff groups

Staff groups are under Settings › Issuing rules, on the board headed Staff groups and how they get uniform. It has three columns, one per route: FTE table, Starting kit and Manager approval. An Admin drags a group between columns, or opens its menu for Move to …, Rename and Remove. Type a name in New group name and press Add group to add one.

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

Load your data

Settings › Data & audit log has Import from CSV, which takes a spreadsheet saved as CSV. The Import the register button on People opens it with the staff register chosen.

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 (days).

Opening stock and the first issue

Set reorder levels on each garment's page, which opens from Stock › On hand. In the Sizes panel, the Reorder at column has minus and plus buttons for each size. To set one level across many garments, tick them on On hand and use Set reorder.

Then press Adjust quantity at the foot of On hand 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, open Counter, find someone on the register and issue a garment. Issue a garment walks through the counter.

The setup checklist

Today shows a checklist, titled Getting set up, of six things a new facility does once.

Step	Button
Add staff, or import the register	Settings › Data
Add garments	Settings › Data
Set reorder levels	Stock
Record opening stock	Stock
Issue a garment	Counter
Bind a barcode or print labels	Stock

Each tick comes from the records, not from a click. For example, the first step is ticked once the staff register has a row in it. Every step 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.