Setup Checklist - Superform

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. Use this page to move from created to available: fund upkeep, configure hooks, add yield sources, create strategies, and complete catalog listing.

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 listed and available in the Superform catalog.	List Vault

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.

Catalog evidence

The live-on-Superform row compares the managed vault against catalog data. Evidence includes visibility and availability, for example listed and available. If no matching catalog vault exists, the vault is onchain but not listed in the Superform catalog.

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 catalog listing.	List the vault and set visibility/availability.

Operator rule

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

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