View source for System Summary

The system provides a number of ways of accessing information on the configuration details for an [[Instance|instance]] of [[SmartSimple]]. 


=System Summary feature=

You can access a summary of the system settings through the '''System Summary''' feature.  

To access '''System Summary''' use the following steps (you will need {{GUA}} permission to perform this task):

1. Click the [[Configuration Menu|Configuration]], [[Global Settings]] [[Menu|menu]].

2. Stay within the '''System''' tab and scroll down to the '''System Log and Summary''' section.

3. Click the '''System Summary''' link.
 
The '''System Summary''' consists of six tabs:

* '''[[Password Policy]]''' - displays the current [[Password|password]] policies within the [[Instance|instance]]. 
* '''System Security''' - Displays all [[Manager Permissions]] and Restrictions in the first column and each [[User|user]] [[Role|role]] as an additional column. The value "Yes" will be displayed in the intersection of the permission and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have that permission or restriction. 
* '''[[Role]] Fields''' - Displays all [[Custom Fields|custom fields]] associated with each [[Role|role]] and the details of each field. 
* '''Company Fields''' - Displays all [[Custom Fields|custom fields]] associated with each company category and the details of each field. 
* '''[[Portal]] Shortcuts''' - Displays all shortcuts used in each [[Role|role]]-based [[Portal|portal]] including the Icon used. 
* '''[[Notes Permissions]]''' - Displays all notes in the first column and  each [[User|user]] [[Role|role]] as an additional columns. The value "Yes" will be displayed in the intersection of the '''Note''' type and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have permission to use that note type.
* '''User Mode''' - Displays User mode options and allows for the feature to be switched off and on for the current user. Options include:
:* Translation Audit Mode: when enabled will highlight those areas of the system that are not going through SmartSimple's language translator tool  
:* Developer Mode: when activated any system changes made by a particular user are logged and can be ported to the production server.

=System Design Summary feature=
 
Users can generate a word document that provides a summary of the system settings through the '''System Design Summary''' feature.  

To access '''System Design Summary''' use the following steps:

1. Click the [[Configuration Menu|Configuration]], [[Global Settings]] [[Menu|menu]].

2. Stay within the '''System''' tab and scroll down to the '''System Log and Summary''' section.

3. Click the '''System Design Summary''' link.

4. The New System Design Summary window appears, with option to select which modules to include in the system document. Options include: * '''[[Global Settings]]''': summary of Global Settings, including Data Policies and Security Matrices
* '''Tracking Applications''': settings for each individual [[Universal Tracking Application|UTA]]
* '''[[Workflows]]''': settings for each individual workflow
* '''[[Custom Fields]]''': custom field settings. Will automatically select Tracking Applications module if selected.
* '''[[Portal|Portals]]''': details of Portals configured against User Roles. 

5. Once the modules are selected click the '''Generate''' button. A design summary document will be downloaded to your local machine. 

==See Also==
* [[Manager Permissions]]

[[Category:Global Settings]][[Category:System Management]][[Category:System Auditing]]