Set up data is essentially the configuration information required to tailor a software suite to specific needs.
Understanding Setup Data
Based on the provided definition, setup data is data that you enter as part of the configuration of the suite. This means it's the foundational information that defines how the system will operate for a particular user or organization.
It's distinct from transactional data (like daily entries) as it establishes the rules, structures, and parameters the system uses. Think of it as the "settings" or "blueprint" for the entire software's operational behavior.
Examples of Setup Data
The reference provides specific examples of what constitutes setup data within a suite, often found in systems dealing with workforce management or similar operational areas:
- Pay rules: Defining how employees are paid (e.g., overtime calculations, shift differentials, holiday pay).
- Labor levels: Categorizing different types of work, employee roles, or cost centers used for reporting and structure.
- Manager summaries: Potentially defining reporting structures, access permissions, or dashboard configurations specific to managerial roles.
These examples highlight that setup data governs fundamental operational aspects of the suite rather than capturing day-to-day activities.
Handling Setup Data
According to the reference, you typically have options for managing this type of data. You can copy all setup data from one instance or configuration to another, or you can select specific setup data to copy. This functionality is particularly useful for replicating configurations across different system environments (like testing to production) or migrating specific settings without rebuilding everything from scratch.
