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| − | ==Overview==
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| − | The User Centric Interface (UCI) provides an alternative interface to SmartSimple users. This interface is designed for casual users who need to:
| + | See [[Portals]] |
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| − | * Maintain a comprehensive profile.
| + | [[Category:Deprecated]] |
| − | * Network with other users in a virtual community.
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| − | * Update projects that they may be participating in.
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| − | People whom you want to access the system through a UCI must have an access level of Through applications only - not Through roles and menus.
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| − | There are three important elements to be aware of when working with the UCI:
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| − | [edit]
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| − | ==Personal Transactions==
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| − | These represent items that the user maintains in their profile using the UCI.
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| − | * The administrator defines the transaction types.
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| − | * Examples of transaction types are education, work history, or publications history.
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| − | * Each transaction type supports custom fields, a list view template, and the ability to control if the transaction type is available to the user, via the UCI.
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| − | * Each transaction type can be associated with one or more roles within the system.
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| − | * These transactions are also visible within the administrative interface for each contact.
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| − | * When a user subscribes to a folder, their profile becomes searchable to all other users subscribed to the folders.
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| − | * The administrator defines the folders and associates the folders with each UCI.
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| − | * These folders are actually constructs from the SmartSimple Applicant Tracking system.
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| − | ==User Centric Interface==
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| − | This component is used to create the alternative interface for the SmartSimple user.
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| − | * The UCI is configured from within the administrative interface.
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| − | * Multiple interfaces can be created within the same instance of SmartSimple.
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| − | * The UCI configuration is accessed through the Configuration, User Centric Interface menu.
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| − | ==Creating a Personal Transaction Type==
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| − | 1. Click Configuration, User Centric Interface menu.
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| − | 2. Click the Transaction Types tab.
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| − | 3. Click the New Type tab.
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| − | Each Transaction type consists of the following standard settings:
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| − | * '''Name''' - name of the transaction type. For example: Education.
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| − | * '''Type''' - choose people, for people-related transactions or company, for company-related transactions.
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| − | * '''Display Order''' - the order in which the transaction types should be listed, in both the administrative interface, and the UCI.
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| − | * '''Associated Roles''' - the roles to be associated with this transaction type. Use everyone to associate the transaction type with all users.
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| − | * '''Use Publication Service''' – indicates that this transaction type can be completed using a web service such as PUBMED. Enabling this option will display a service lookup link in the User Centric Interface when the user adds a transaction of this type.
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| − | * '''Built-In Fields''' - there are four standard fields associated with a generic transaction type: start date, end date, subject, and description. If these fields are not required, set their label settings to blank.
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| − | * '''Field Button''' - provides a link to the custom field list for this transaction type.
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| − | ==Transaction Type List View==
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| − | * Defines the field list to be used when displaying this transaction type.
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| − | * The field order and hyperlink can be set.
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| − | * Note - when configuring the UCI, you can overwrite this list view with an alternative transaction view.
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| − | ==Configuring the UCI==
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| − | 1. Click the Configuration, User Centric Interface menu.
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| − | 2. Click the New Interface tab.
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| − | Each UCI consists of the following standard settings:
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| − | * '''Name''' - the name of the interface.
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| − | * '''Description''' - a general description for the interface.
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| − | * '''People Folders''' – the contact folders that will be exposed in this UCI for users.
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| − | * '''Is Activated''' - Check box to activate the UCI.
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| − | * '''External URL''' - link to the login page for this interface. Note: access to a UCI is not role-based, but entry-point-based. This URL must be used to access the UCI.
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| − | * '''Logo Path''' - the SmartFolder where the logo is stored for display within the UCI.
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| − | * '''Language''' - the default language for the UCI. Changing the language will change the captions on all the standard buttons.
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| − | * '''Login Page''' - the HTML content required for the login page.
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| − | * '''Splash Page''' - the HTML content of the first page the user will see when logged in.
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| − | * '''Tabs''' - the Home, My Profile and People tab captions. The captions can be changed. Additional tabs will be added to the UCI at a later date.
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| − | * '''People Search Field List''' - a listed set of fields that can be included in the People List and People Details template.
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| − | * '''People List Template''' - the HTML and fields (see field list above) required for the people list view.
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| − | * '''People Details Template''' - the HTML and fields (see field list above) required for the people list view.
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| − | There are three additional tabs in the UCI configuration window:
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| − | * '''Transaction List''' - used to define the presentation of the personal transactions within the UCI.
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| − | * '''UTA List''' – used to define if the user can update level 2 transactions for an associated UTA.
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| − | * '''Visual Settings''' - used to define the look and feel of the UCI.
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| − | ==Transaction List==
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| − | The Transaction list is used as follows:
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| − | 1. Click the '''Transaction List''' tab.
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| − | 2. Choose the required transaction type from the transaction type combo box.
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| − | 3. Set the '''label'''.
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| − | The label can be different to the transaction type name if, for example, the UCI was the French version of an English instance.
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| − | 4. Define the List template - this includes both the HTML and the variables.
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| − | 5. Click the '''Save''' button.
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| − | Note: if you do not include a transaction type through the Transaction List it will not be visible within the UCI, but will be visible within the Administrative interface.
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| − | ==Visual Settings==
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| − | Six different colour schemes can be selected.
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| − | [[Category:System Management]] | |
This article is deprecated and the information contained within may no longer be correct.
