> ## Documentation Index
> Fetch the complete documentation index at: https://superform-cb7ef652-docs-strategy-quickstart.mintlify.site/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 listing.

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.