Difference between revisions of "Arcadia - Level 1 Summary (matrix) Settings"

Revision as of 14:32, 13 September 2013

There are five 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
• Level 1 Summary Options

Roles - Show Summary (matrix)

The Show Summary section provides access to cross-tabbed standard view of the Level 1, with drill-down options.

It can be made available on a role-by-role basis, using the 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 1s.
• Instead they see a group status that masks multiple individual statuses within a single overall status.
• This setting is used in conjunction with the Group Name field of the UTA Statuses.
• Use the 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 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 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 1 Summary Options

The default setting is to display:

• Level 1 Templates as the row headings and
• statuses as the column headings in the cross-tab view.

In the above illustration:

• "Housing," "General Community," "Women," etc. are the row headings and correspond to the different Level 1 Templates in the UTA.
• "Draft," "Submitted," "Under Review," etc. are the column headings and correspond to the different statuses in the UTA.

Statuses are hard-coded to be always displayed as the column headings, but the following standard fields can be configured to be used as row headings:

• Branch,
• Customer
• Owner, and
• Person.

Note that these standard fields may be renamed in your instance of SmartSimple using a standard field caption. 
In the following examples:
* "Level 1 Templates" have been renamed to "Funding Program"
* the "Branch" standard field remains "Branch"
* the "Customer" standard field has been renamed to "Organization"
* the "Owner" standard field has been renamed to "Primary Contact"
* the "Person" standard field has not been enabled, so it is not shown as an option.

To enable these alternate standard fields as , take the following steps:

1. Click on the Settings button at the top right of the screen ()

See Also

• Arcadia Settings
• Arcadia - Level 2 Summary (matrix) Settings