Difference between revisions of "Arcadia Settings"
(→Application) |
(→Show Advanced Search) |
||
| Line 36: | Line 36: | ||
[[Image:ArcadiaUTAOptions.png|border]] | [[Image:ArcadiaUTAOptions.png|border]] | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
Revision as of 08:35, 25 June 2013
Contents
Configuring Arcadia
- Go to Global Settings > Business & System Configuration, and click on Arcadia Settings hyperlink.
- User is presented with the Arcadia Settings page.
- The Arcadia Settings page has a number of options to allow for configuration of the Arcadia Interface:
- Branding & Visual Settings for Arcadia - The "Title Type" settings determine the image or text shown in the top of your Arcadia interface.
- Manager Permissions - enabling role specific access to the Arcadia Interface, including ability to switch back to the Classic Interface.
- My Portal menu - enabling access to existing icon based Portal interfaces via the Arcadia Interface
- Application - allows for configuration of the Arcadia Interface specific to any UTA available on that instance.
Application
The Application section allows for configuration of the Arcadia Interface specific to any UTA available on that instance.
This includes the ability to have cross-tabbed standard views with drill down options and KPIs for simplified presentation of important metrics.
- Select the UTA from the drop-down list.
- A number of additional options are now exposed to the end-user:
- KPI Settings
- UTA Custom Fields
- Show Advanced Search
- Level 1 Summary (matrix) Settings
- Level 2 Summary (matrix) Settings
- Tab Settings
Level 1 Summary (matrix) Settings
There are 4 configurable options available:
- Roles - Show Summary (matrix)
- Roles - View Level 1 Group Status
- Level 1 Type to Omit for Summary
- Level 1 Status to Omit for Summary
Roles - Show Summary (matrix)
The Show Summary section provides access to cross-tabbed standard view of the level one, with drill down options.
It can be made available on a role by role basis, using the Lookup button to select those roles that can access the Summary section against the Level 1.
If a user logs in with a role that is permitted to see the Summary section against the Level 1 when they access the UTA in the Arcadia view they have the option to view the Summary section.
If a user logs in with a role that is not permitted to see the Summary section then they will not have the option to view the Summary section. Instead they only see the List View.
Roles - View Level 1 Group Status
The View Level 1 Group Status is used to restrict certain roles from seeing the exact status of level ones.
Instead they see a group status that masks multiple individual statuses within a single overall status.
This setting is used on conjunction with the Group Name field of the UTA Statuses.
Use the Lookup button to select those roles that should see the group status.
Level 1 Type to Omit for Summary
The Level 1 Type to Omit for Summary section is used to exclude certain Level 1 Types from the Summary Matrix.
This could include historic types that are no longer of interest to the organization.
Click on the Lookup button and select the Level 1 Types to be excluded, then click OK.
Leave the section blank if all Level 1 Types are to be included in the summary matrix
Level 1 Status to Omit for Summary
The Level 1 Status to Omit for Summary section is used to exclude certain Level 1 statuses from the Summary Matrix.
Click on the Lookup button and select the Level 1 statuses to be excluded, then click OK.
Leave the section blank if all Level 1 statuses are to be included in the summary matrix
Level 2 Summary (matrix) Settings
There are 4 configurable options available:
- Roles - Show Summary (matrix)
- Roles - View Level 2 Group Status
- Level 2 Type to Omit for Summary
- Level 2 Status to Omit for Summary
Roles - Show Summary (matrix)
The Show Summary section provides access to a cross-tabbed standard view of the level 2, with drill down options.
It can be made available on a role by role basis, using the Lookup button to select those roles that can access the Summary section.
If a user logs in with a role that is permitted to see the Level 2 Summary section when they access the UTA in the Arcadia view they have the option in the Level 2 to view the Summary section.
If a user logs in with a role that is not permitted to see the Level 2 Summary section then when they access the UTA in the Arcadia view they will not have the option to view the Summary section against the Level 2 and will instead see only the List View.
Roles - View Level 2 Group Status
The View Level 2 Group Status is used to restrict certain roles from seeing the exact status of level twos.
Instead they see a group status that masks multiple individual statuses within a single overall status.
This setting is used on conjunction with the Group Name field of the UTA Statuses.
Use the Lookup button to select those roles that should see the group status.
Level 2 Type to Omit for Summary
The Level 2 Type to Omit for Summary section is used to exclude certain Level 2 Types from the Summary Matrix.
This could include historic types that are no longer of interest to the organization.
Click on the Lookup button and select the Level 2 Types to be excluded, then click OK.
Leave the section blank if all Level 2 Types are to be included in the summary matrix
Level 2 Status to Omit for Summary
The Level 2 Status to Omit for Summary section is used to exclude certain Level 2 statuses from the Summary Matrix.
Click on the Lookup button and select the Level 2 statuses to be excluded, then click OK.
Leave the section blank if all Level 2 statuses are to be included in the summary matrix
Tab Settings
There are 4 configurable options available:
- Roles - Show KPI tab
- Roles - Show My KPI tab
- Roles - Show Reports tab
- Roles - Show Maps tab
Roles - Show KPI tab
The Show KPI tab is used to restrict certain roles from seeing the KPI tab.
Use the Lookup button to select those roles that will should see the KPI tab.
Roles - Show My KPI tab
The Show My KPI tab is used to restrict certain roles from seeing the My KPI tab.
Use the Lookup button to select those roles that will should see the MY KPI tab.
Roles - Show Reports tab
The Show Reports tab is used to restrict certain roles from seeing the Reports tab.
Use the Lookup button to select those roles that will should see the Reports tab.
Roles - Show Maps tab
The Show Maps tab is used to restrict certain roles from seeing the Maps tab.
Use the Lookup button to select those roles that will should see the Maps tab.
