Use this step-by-step guide to set-up a new account. Click on each step to get detailed instructions for that step. Each step must be completed before beginning the next step.

	Steps	What's Involved	Person Responsible
1	Gather Information	What You Need to Know Determine Chart Choose Account Code Determine Organization Choose an Account Manager About OP Information Select OP Location Find OP Account Locate OP Fund	Any DaFIS User
2	Process an Account Document	Start the Account Document Enter the New Account Code Finish the Front Screen Complete the Document	Any DaFIS User