First setup checklist
Use this checklist when your organisation is new to the Performance Hub, or when you open a new site: a store, an office, a clinic, a venue, a campus or a gym. The steps are in order, because later steps depend on earlier ones. For example, door auto-unlock and screen power follow the facility hours you set in step 4, and the users you add in step 6 need the roles you prepare in step 5.
Quick reference
Who it's for: Organisation admins
Before you start: You can sign in, and your role has organisation admin access
Purpose: Get an organisation or facility ready for your team, step by step
Checklist
Tick items off as you go. Your progress is saved in this browser, and you can print the list.
First setup checklist
0 of 12 complete
1. Your account
2. Your organisation
3. Your facilities
4. Facility & System Configuration
5. Roles
6. Users
7. Your modules
Examples
How the hours in step 4 might look at different kinds of site:
| Site | Staffed Hours | Unstaffed/Extended Hours | Holiday Hours |
|---|---|---|---|
| Gym with 24/7 member access | 5:00am to 10:00pm every day | All day, every day, so members can train any time | Public holidays with no holiday hours fall back to the 24/7 unstaffed hours |
| Physiotherapy clinic | 8:00am to 6:00pm on weekdays and 8:00am to 12:00pm on Saturdays; closed on Sundays | None | Closed on public holidays |
| Bar or live music venue | 11:00am to 10:00pm, and until 11:30pm on Fridays and Saturdays | None | Custom hours for New Year's Eve |
| School or campus | 8:00am to 4:00pm on weekdays in term | None | A holiday block for each pupil-free day |
Related pages
- Identity & Access Management: people, roles and facilities
- Facility & System Configuration: facility details, location and hours
- How hours are used: the automations that follow your hours