UAT & LIVE Set Up Tasks

UAT & LIVE Set Up Tasks

The following videos are to assist the Super Administrator set up their UAT & Live CasparCloud environments. 

The full list of setup tasks can be found below: 
1. Create Users via Admin > User Maintenance (Only the Super Administrator is created when data is migrated). 
        Please ensure you enter the email in lower case and enter a password at least 8 characters long with a capital and a number. 


Please turn on your sound to watch the video, you can watch full screen by clicking on the 4 arrows next to the Vimeo logo
2. Ask users to log in and update their password and set up their 2FA 
3. Set up Admin> Site Details 
  1. Enter Deputy, Site Name, and address.
  2. If you reconcile using a bank file, select the Bank File type for automatic reconciliation. The correct type can be found in your current Caspar system under System Maintenance > Manager Options > Site   Details > Bank Upload Type.
  3. Set GDPR retention years and parameters
  4. Set capital threshold values in the ‘Client Valuation Threshold Settings’ section

Please turn on your sound to watch the video, you can watch full screen by clicking on the 4 arrows next to the Vimeo logo
4. Admin > Site Details > Online Banking Options  
  1. Ensure the ‘Exclude Transaction Method from match transaction process’ option is ticked 
5. Check Transaction Tolerances (Ideally this should be carried out in the current Caspar system before the live migration, so data migrates) 
  1. Ensure all Transaction Types have a date tolerance, the day tolerances ( +/- ) for any transaction that could potentially be weekly should not total more than 6 days.
  2. Ideally value tolerances should also be updated, especially if none are present for DWP transaction types.
6. COP Forms
  1. Upload your customised PDF Legal Documents (COP forms) via Admin > Data Maintenance > Templates > Document Templates
  2. Assign uploaded documents to workflows via Admin > Data Maintenance > Templates > Legal Templates 
   
Please turn on your sound to watch the video, you can watch full screen by clicking on the 4 arrows next to the Vimeo logo
7. OPG Forms 
  1. Upload your customised  PDF OPG templates via Reports > OPG Reports > Replace Document (See Legal 
8. Diary – if your site has not previously used the diary you will need to action the following for each caseworker 
  1. Go to Admin > Data Maintenance > Personnel Profiles 
  2. Filter the list by caseworker 
  3. Select each caseworker by clicking on the 3-dots to edit
  4. Tick the ‘Diary Action by’ check box
  5. Ensure personnel name matches that of the associated user account.
  6. Save
  7. Repeat for all caseworkers needing to utilise the diary 
9. Fees (If used)
  1. If you use the fee module, please check that the correct next fee calculation period is set under Admin > Data Maintenance > Fees Controls
  2. Once dates are confirmed click Set Data in the Fee Controls page.








    • Related Articles

    • CasparCloud - User Acceptance Testing (UAT)

      UAT is the testing of CasparCloud by your users to validate that the application functionality is working as expected and that data from your on-premise system has been migrated correctly. This validation should be carried out by users who are ...

    • User Training Plans

      There are three training plans available for CasparCloud, and content is tailored based on your system role - Super Admin, System Manager or Full User All plans start with ‘How-To’ guidance talking you through how to log in and change your password ...

    • CasparCloud - Migration

      CasparCloud is somewhat different to Caspar on-premise, and to move forward with this change a number of steps must be taken by the customer before proceeding. The attached fact sheet is here to help you identify these and let you know what support ...

    • Dashboard & Client List

      Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo Overview of the Dashboard functionality including the following core features, for full written user guidance please click here Summary of ...

    • CasparCloud Release Notes 22-03-2023

      RELEASE NOTES Release Date: 22nd March 2023 Frontend: 1.6.7 Backend: 1.6.23 TWO-FACTOR AUTHENTICATION [DB-120, DB-144 & DB-165] Enforce Two-Factor Authentication (All Users) This change is only relevant to customers who do not use Single Sign On ...