Difference between revisions of "UTA Settings - General"

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(Terminology Settings)
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Terminology Settings allow you to personalize the terminology used by your copy of SmartSimple.
 
Terminology Settings allow you to personalize the terminology used by your copy of SmartSimple.
*Menu Name:
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*Menu Name: The application name that will display on the left navigation bar.
*Title Bar Name:
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*Title Bar Name: The name that will display at the top Title Bar when application is open.
*Description:
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*Description: Text that allows you to describe your application.
*Template/Templates:
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*Template/Templates: Nomenclature for singular and plural references to {{l1}}s.
*Activity/Activities:
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*Activity/Activities: Nomenclature for singular and plural references to {{l2}}s.
*Sub-Activity/Sub-Activities:
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*Sub-Activity/Sub-Activities: Nomenclature for singular and plural references to {{l3}}s.
*Form/Forms:
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*Form/Forms: Nomenclature for singular and plural references to Forms.
 
<BR><BR>
 
<BR><BR>
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==Application Settings==
 
==Application Settings==
 
[[Image:GeneralSettingsPage-ApplicationSettings.png|link==]]
 
[[Image:GeneralSettingsPage-ApplicationSettings.png|link==]]

Revision as of 14:10, 27 June 2013

UTASettingsTabs.png

The General Settings page of the UTA consists of several sections.

Terminology Settings

GeneralSettingsPage-TerminologySettings.png

Terminology Settings allow you to personalize the terminology used by your copy of SmartSimple.

  • Menu Name: The application name that will display on the left navigation bar.
  • Title Bar Name: The name that will display at the top Title Bar when application is open.
  • Description: Text that allows you to describe your application.
  • Template/Templates: Nomenclature for singular and plural references to Level 1s.
  • Activity/Activities: Nomenclature for singular and plural references to Level 2s.
  • Sub-Activity/Sub-Activities: Nomenclature for singular and plural references to Level 3s.
  • Form/Forms: Nomenclature for singular and plural references to Forms.



Application Settings

GeneralSettingsPage-ApplicationSettings.png

  • Enable Activities - Use to specify that grants have activities -
  • Enable Level 3 Activities - Use to specify that activities have level 3 activities -
  • Enable Transactions - Add UTA transactions and attribute personal and organisation transactions -
  • Enable Invoicing - Use Invoicing features in this application -
  • Enable Professional Services - Use Professional Services features in this application -
  • Enable Auto Assignment - Assign people to entities at different level automatically -
  • Enable Contact Skill Matching - Use Contact Skill Matching features in this application -
  • Enable Content Management - Use Content Management features in this application -
  • Enable Aggregration - Use this application as a repository for all other UTAs -
  • Web Service Settings - Enable and manage Web service (SOAP) for grants -



Connectivity Settings

GeneralSettingsPage-ConnectivitySettings.png

  • Is Shadow Application - This application is linked to another application -
  • Enable Data Exchange - Share application information with other instances of SmartSimple -
  • Enable UTA Connection as Receiver - UTAs can be linked to other UTAs -
  • UTA Connection Roles - Configure Grant connection roles -
  • UTA Provider Level 1 List View from GMS360° - Programs - Create and manage list view for UTA provider level 1 -
  • UTA Provider Level 1 List View from GMS360° - Budgets - Create and manage list view for UTA provider level 1 -


See Also