Difference between revisions of "System Summary"
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| − | + | The system provides a number of ways of accessing information on the configuration details for an [[Instance|instance]] of [[SmartSimple]]. | |
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| + | =System Summary | ||
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| + | You can access a summary of the system settings through the '''System Summary''' feature. | ||
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| + | 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]]. | 1. Click the [[Configuration Menu|Configuration]], [[Global Settings]] [[Menu|menu]]. | ||
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:* Developer Mode: when activated any system changes made by a particular user are logged and can be ported to the production server. | :* 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= |
| − | + | Users can generate a word document that provides a summary of the system settings through the '''System Design Summary''' feature. | |
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| − | + | To access '''System Design Summary''' use the following steps: | |
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| + | 1. Click the [[Configuration Menu|Configuration]], [[Global Settings]] [[Menu|menu]]. | ||
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| + | 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== | ==See Also== | ||
Revision as of 10:08, 12 October 2017
The system provides a number of ways of accessing information on the configuration details for an instance of SmartSimple.
=System Summary
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 Global User Administrator permission to perform this task):
1. Click the Configuration, Global Settings 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 policies within the instance.
- System Security - Displays all Manager Permissions and Restrictions in the first column and each user role as an additional column. The value "Yes" will be displayed in the intersection of the permission and the role indicates that a user in that role will have that permission or restriction.
- Role Fields - Displays all custom fields associated with each role and the details of each field.
- Company Fields - Displays all custom fields associated with each company category and the details of each field.
- Portal Shortcuts - Displays all shortcuts used in each role-based portal including the Icon used.
- Notes Permissions - Displays all notes in the first column and each user role as an additional columns. The value "Yes" will be displayed in the intersection of the Note type and the role indicates that a user in that 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
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, Global Settings 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 UTA
- Workflows: settings for each individual workflow
- Custom Fields: custom field settings. Will automatically select Tracking Applications module if selected.
- 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.
