Setup Wizard

Introduction

Like most Baker and Associates programs, there are some system settings that can be modified using the Setup Wizard.  Note that there is a Close button.  Most of the steps below are saved when the Next button is clicked.  The Close button will not cancel changes.
 

Step 1:  Backing Up the Data

 

This first screen asks you to verify that you have a backup of your data before altering the system settings.  If you have a good backup or no data has yet been entered into the system, then put a check in the check box.  Doing so will enable the Next button.
 

Step 2:  General Settings

The settings on the screen below are used on reports like the Contract for Purchase of Interment Rights and the Certificate of Interment Rights. 

 

  • Cemetery Board:  This entry should show the title of the municipal cemetery board.
  • Deed Company:  The full name of the municipality should appear in the Deed Company box.
  • Contract Address:  The full mailing address can be used as long as it is in one line, but a short form like in the picture above is usually fine.

The Contract uses two of the above fields in one sentence that shows something like this:

"Cemetery Owner:  The Corporation of the Township of Anywhere, King Street, Anywhere, Ontario, agrees to sell the following lot in New Union Cemetery to:"

 

[Setup]