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If you wish to use the UCI to create a community of people you can enable the '''Network tab''' – '''Tab 3''' and provide the [[User|user]] with the ability to subscribe to different interest groups and locate other [[User|users]] in those groups.
This feature takes advantage of the [[Applicant Tracking]] [[Application]] within the [[SmartSimple]] framework. The applicant folders within that [[Application|application]] are used to store the [[User|user’s]] group affiliations.
=Activating the Applicant Tracking Application to enable User Groups=
In this section you will activate the [[Applicant Tracking]] [[Application]], solely for the purpose of access to the folders feature. Two steps are required:
* Activating the [[Application|application]].
* Setting the manager permission.
1. Click '''Organisation''', [[Internal]] [[User|Users]].
2. Click the [[Root Company]].
3. Click the '''Settings''', [[Applications]] [[Menu|menu]].
4. Check the [[Applicant Tracking]] [[Application|application]] check box.
5. Click the '''Subscribe applications to this company and all related sub companies''' option button.
6. Click the '''Save''' button.
7. Choose the [[Configuration Menu|Configuration]], [[Role|Roles]] & Permission [[Menu|menu]].
8. Click '''Manager Permissions'''.
9. Click the permission [[Applicant Tracking]] Manager.
10. Set the Manager [[Role|role]] to a [[Role|role]] that is in your profile.
11. Click the '''Save''' button.
You can now return to the [[User Centric Interface]] and set up the groups required.
=Creating Folders=
1. Click the [[Configuration Menu|Configuration]], [[User Centric Interface]] [[Menu|menu]].
[[Image:Ciu37.png]]
2. Click the '''Folders''' link.
[[Image:Ciu38.png]]
No folders currently exist.
3. Click the '''New Folder''' link.
The New Folder window is displayed.
[[Image:Ciu39.png]]
4. Set the '''Folder Name''' to '''Project Management'''.
5. Set the owner to your own name.
6. Set the '''Roles to view''' and '''Roles to modify''' to the '''Everyone''' [[Role|role]].
[[Image:Ciu40.png]]
7. Click the '''Save''' button.
8. Repeat this process to create a folder named '''Process Improvement'''.
9. Review the '''Folder''' list.
[[Image:Ciu41.png]]
You will now return to the UCI and enable '''Tab 3''' the networking tab.
=Setting up Tab 3 to access Folders=
1. Choose the [[Configuration Menu|Configuration]], [[User Centric Interface]] [[Menu|menu]].
2. Select the '''Employee Centric Interface'''.
3. Scroll to the '''Navigation Terminology''' section.
[[Image:Ciu42.png]]
4. Set the '''Tab 3 name''' to '''Network'''.
5. Click the '''Save''' button.
The '''Network Settings''' section is displayed.
[[Image:Ciu43.png]]
6. Click the '''Search Configuration''' link.
The '''Search Configuration''' page is displayed.
=Search Configuration Page Sections=
This page consists of five sections.
===People Folders===
[[Image:Ciu44.png]]
* Select the folders that you wish [[User|users]] of the interface to be able to subscribe to.
===Search Field Mapping===
[[Image:Ciu45.png]]
* Choose the field that you wish the [[User|user]] to be able to search for other [[User|users]] and set the label for each field.
* You can specify standard, [[Custom Fields|custom]] and transaction based fields for searching.
===Field List===
[[Image:Ciu46.png]]
* Provides a list of fields that can be used in the '''Search People''' feature to populate the '''People List''' template and the '''People Details''' template.
===People List Template===
[[Image:Ciu47.png]]
* The fields and HTML formatting used to define the look of the list of people retrieved by a [[User|user]] search.
===People Details Template===
[[Image:Ciu48.png]]
* The fields and HTML formatting used to define the look of individual [[User|user]] details displayed when the [[User|users]] click on a link in the '''People''' List.
1. Select both '''People Folders'''.
[[Image:Ciu49.png]]
2. Set the search fields as shown below.
[[Image:Ciu50.png]]
3. Set the '''People List Template''' as shown below.
[[Image:Ciu51.png]]
4. Set the '''People Details Template''' as shown below.
[[Image:Ciu52.png]]
5. Click the '''Save''' button.
=Reviewing the Searching Feature=
1. Switch to the '''UCI Interface'''.
2. Refresh the [[Browser|browser]] window.
The '''Network''' tab is displayed.
[[Image:Ciu53.png]]
3. Click the '''Network''' tab.
[[Image:Ciu54.png]]
* The '''Search''' options consists of the '''Search All Fields''' option – to search any field the [[User|user]] is permissioned to see plus the fields that you selected for searching, first name, last name and school.
The wildcard used for these searches is an asterisk – “*”.
* The '''Introduction''' page is blank as you have not set any text for this page.
* The '''Subscribe Groups''' link will display the group folders that you established.
* You will only be able to locate people in groups that you have joined.
4. Click the '''Subscribe Groups''' link.
[[Image:Ciu55.png]]
5. Select '''both groups'''.
6. Click the '''Save''' button.
7. Click the '''Network''' tab.
As you are currently the only person in either group as there are no other records to find.
8. Set the '''First Name''' field to '''*'''.
[[Image:Ciu56.png]]
9. Click the '''Search''' button.
The records (one) meeting the criteria are displayed in the '''People List Template'''.
[[Image:Ciu57.png]]
The link field to display the '''People Details Template''' is set to the last name field.
10. Click the '''Last Name''' field.
The record is displayed in the '''People Details''' template.
[[Image:Ciu58.png]]
11. Click the '''Logout''' button.
=Other Features of the UCIF=
In addition to the features discussed in this article the UCI can be used in conjunction with the [[Universal Tracking Application]] to status and update projects. This work is performed through:
* '''Tab 4''' provides access to the UTA level 1 items.
* The [[User|user’s]] [[Personal Transaction]] – if it is appropriate to link these types of transactions to UTA level 1 items.
[[Category:System Management]][[Category:User Centric Interface]]
This feature takes advantage of the [[Applicant Tracking]] [[Application]] within the [[SmartSimple]] framework. The applicant folders within that [[Application|application]] are used to store the [[User|user’s]] group affiliations.
=Activating the Applicant Tracking Application to enable User Groups=
In this section you will activate the [[Applicant Tracking]] [[Application]], solely for the purpose of access to the folders feature. Two steps are required:
* Activating the [[Application|application]].
* Setting the manager permission.
1. Click '''Organisation''', [[Internal]] [[User|Users]].
2. Click the [[Root Company]].
3. Click the '''Settings''', [[Applications]] [[Menu|menu]].
4. Check the [[Applicant Tracking]] [[Application|application]] check box.
5. Click the '''Subscribe applications to this company and all related sub companies''' option button.
6. Click the '''Save''' button.
7. Choose the [[Configuration Menu|Configuration]], [[Role|Roles]] & Permission [[Menu|menu]].
8. Click '''Manager Permissions'''.
9. Click the permission [[Applicant Tracking]] Manager.
10. Set the Manager [[Role|role]] to a [[Role|role]] that is in your profile.
11. Click the '''Save''' button.
You can now return to the [[User Centric Interface]] and set up the groups required.
=Creating Folders=
1. Click the [[Configuration Menu|Configuration]], [[User Centric Interface]] [[Menu|menu]].
[[Image:Ciu37.png]]
2. Click the '''Folders''' link.
[[Image:Ciu38.png]]
No folders currently exist.
3. Click the '''New Folder''' link.
The New Folder window is displayed.
[[Image:Ciu39.png]]
4. Set the '''Folder Name''' to '''Project Management'''.
5. Set the owner to your own name.
6. Set the '''Roles to view''' and '''Roles to modify''' to the '''Everyone''' [[Role|role]].
[[Image:Ciu40.png]]
7. Click the '''Save''' button.
8. Repeat this process to create a folder named '''Process Improvement'''.
9. Review the '''Folder''' list.
[[Image:Ciu41.png]]
You will now return to the UCI and enable '''Tab 3''' the networking tab.
=Setting up Tab 3 to access Folders=
1. Choose the [[Configuration Menu|Configuration]], [[User Centric Interface]] [[Menu|menu]].
2. Select the '''Employee Centric Interface'''.
3. Scroll to the '''Navigation Terminology''' section.
[[Image:Ciu42.png]]
4. Set the '''Tab 3 name''' to '''Network'''.
5. Click the '''Save''' button.
The '''Network Settings''' section is displayed.
[[Image:Ciu43.png]]
6. Click the '''Search Configuration''' link.
The '''Search Configuration''' page is displayed.
=Search Configuration Page Sections=
This page consists of five sections.
===People Folders===
[[Image:Ciu44.png]]
* Select the folders that you wish [[User|users]] of the interface to be able to subscribe to.
===Search Field Mapping===
[[Image:Ciu45.png]]
* Choose the field that you wish the [[User|user]] to be able to search for other [[User|users]] and set the label for each field.
* You can specify standard, [[Custom Fields|custom]] and transaction based fields for searching.
===Field List===
[[Image:Ciu46.png]]
* Provides a list of fields that can be used in the '''Search People''' feature to populate the '''People List''' template and the '''People Details''' template.
===People List Template===
[[Image:Ciu47.png]]
* The fields and HTML formatting used to define the look of the list of people retrieved by a [[User|user]] search.
===People Details Template===
[[Image:Ciu48.png]]
* The fields and HTML formatting used to define the look of individual [[User|user]] details displayed when the [[User|users]] click on a link in the '''People''' List.
1. Select both '''People Folders'''.
[[Image:Ciu49.png]]
2. Set the search fields as shown below.
[[Image:Ciu50.png]]
3. Set the '''People List Template''' as shown below.
[[Image:Ciu51.png]]
4. Set the '''People Details Template''' as shown below.
[[Image:Ciu52.png]]
5. Click the '''Save''' button.
=Reviewing the Searching Feature=
1. Switch to the '''UCI Interface'''.
2. Refresh the [[Browser|browser]] window.
The '''Network''' tab is displayed.
[[Image:Ciu53.png]]
3. Click the '''Network''' tab.
[[Image:Ciu54.png]]
* The '''Search''' options consists of the '''Search All Fields''' option – to search any field the [[User|user]] is permissioned to see plus the fields that you selected for searching, first name, last name and school.
The wildcard used for these searches is an asterisk – “*”.
* The '''Introduction''' page is blank as you have not set any text for this page.
* The '''Subscribe Groups''' link will display the group folders that you established.
* You will only be able to locate people in groups that you have joined.
4. Click the '''Subscribe Groups''' link.
[[Image:Ciu55.png]]
5. Select '''both groups'''.
6. Click the '''Save''' button.
7. Click the '''Network''' tab.
As you are currently the only person in either group as there are no other records to find.
8. Set the '''First Name''' field to '''*'''.
[[Image:Ciu56.png]]
9. Click the '''Search''' button.
The records (one) meeting the criteria are displayed in the '''People List Template'''.
[[Image:Ciu57.png]]
The link field to display the '''People Details Template''' is set to the last name field.
10. Click the '''Last Name''' field.
The record is displayed in the '''People Details''' template.
[[Image:Ciu58.png]]
11. Click the '''Logout''' button.
=Other Features of the UCIF=
In addition to the features discussed in this article the UCI can be used in conjunction with the [[Universal Tracking Application]] to status and update projects. This work is performed through:
* '''Tab 4''' provides access to the UTA level 1 items.
* The [[User|user’s]] [[Personal Transaction]] – if it is appropriate to link these types of transactions to UTA level 1 items.
[[Category:System Management]][[Category:User Centric Interface]]