> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superform.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup Checklist

> The canonical post-create path from onchain vault to live Superform availability.

The Setup page turns a newly-created SuperVault into an operational and discoverable vault. Use it after Create Vault and after any major configuration reset.

<img src="https://mintcdn.com/superform-cb7ef652/MhEzTvzQXPC-eNn0/operate/images/screenshots/setup-checklist.jpg?fit=max&auto=format&n=MhEzTvzQXPC-eNn0&q=85&s=a96d3d334541400fda36a5f99775b9ab" alt="SuperformOS Setup Checklist - post-create readiness rows" width="1594" height="966" data-path="operate/images/screenshots/setup-checklist.jpg" />

Use this page to move from created to available: fund upkeep, configure hooks, add yield sources, create strategies, and confirm Superform availability.

If no vault is selected, the page asks the operator to select one from the Operate sidebar. The checklist is vault-scoped: every row is calculated from the selected chain and vault address.

## Checklist rows

| Row                            | Complete when                                                      | Primary action          |
| ------------------------------ | ------------------------------------------------------------------ | ----------------------- |
| **Vault is created**           | Vault exists onchain and is readable in dashboard data.            | Create Vault            |
| **Upkeep is staked**           | Vault is active and can run operational automation.                | Fund Upkeep             |
| **Hooks are set up**           | At least one hook is configured in the active root config.         | Configure Hooks         |
| **Yield sources are set up**   | At least one yield source is whitelisted for this vault.           | Configure Yield Sources |
| **Strategy is set up**         | At least one strategy exists for this vault.                       | Open Strategy           |
| **Vault is live on Superform** | Vault is visible and available in Superform distribution surfaces. | Open Distribute         |

Statuses are `complete`, `in_progress`, `needs_setup`, or `blocked`.

## Activation gate

Upkeep is the activation gate. Fund upkeep from **Vault Settings → Upkeep** to enable automation and discovery. The activation route can deep-link with `panel=upkeep&activateVault=1` so the primary manager lands on the funding action.

Current Erebor-facing activation fields used by the UI include:

| Field                                    | Meaning                                                                      |
| ---------------------------------------- | ---------------------------------------------------------------------------- |
| `activation.is_active`                   | Whether the vault is eligible for keeper operations.                         |
| `activation.is_discoverable`             | Whether the vault is surfaced in discovery.                                  |
| `activation.status`                      | `active` or `insufficient_upkeep`.                                           |
| `activation.reason`                      | Optional explanation when the vault is not active.                           |
| `upkeep_info.balance`                    | Current upkeep balance, in raw token units.                                  |
| `upkeep_info.threshold.required_balance` | Required balance for activation, in raw token units.                         |
| `upkeep_info.threshold.shortfall`        | Amount still needed to clear the gate. `0` means the threshold is satisfied. |

Current minimum upkeep thresholds:

| Vault Chain   | Minimum Upkeep for Activation |
| ------------- | ----------------------------- |
| Ethereum L1   | `100,000 $UP`                 |
| Non-L1 chains | `1,000 $UP`                   |

## Distribution Evidence

The live-on-Superform row compares the managed vault against distribution data. Evidence includes `visibility` and `availability`, for example `listed` and `available`. If no matching distribution entry exists, the vault is onchain and manager-visible but not available in Superform allocator-facing surfaces.

## Troubleshooting

| Symptom                       | Likely cause                               | Next step                                             |
| ----------------------------- | ------------------------------------------ | ----------------------------------------------------- |
| Vault readable but not active | Upkeep shortfall.                          | Fund upkeep.                                          |
| Hooks count is zero           | No active root config.                     | Draft, activate, generate, and propose a merkle root. |
| Yield sources count is zero   | Nothing is whitelisted.                    | Add yield sources and oracles.                        |
| Strategy count is zero        | No strategy exists.                        | Create a strategy after adding sources.               |
| Not live on Superform         | Missing or unavailable distribution entry. | Open Distribute and confirm visibility/availability.  |

## Operator rule

Route deposits only after the checklist shows that upkeep, hooks, yield sources, strategies, and distribution availability are all complete.