Difference between revisions of "Arcadia Settings"

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Arcadia is SmartSimple's next generation interface.  
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=Overview=
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Once Arcadia has been [[Arcadia Permissions|enabled]], then you are able to configure the Arcadia settings specific to each {{UTA}} in your [[SmartSimple]] [[instance]], including the ability to have cross-tabbed standard views with drill-down options and [[KPI]]s for simplified presentation of important metrics.
  
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It functions as an overlay to the system, which can be switched on per group of users. I
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=Configuration - Essentials=
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==Accessing Arcadia Settings==
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To access Arcadia settings for a specific UTA, follow the steps below: 
  
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t is designed so that any existing interface configuration will not be impacted.
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 1. Click on the 9-square menu icon on the top right of your page.
  
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[[Image:ArcadiaInterface.png]]
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:: {{Icon-Menu}}
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2. Under the heading '''Applications''', select the relevant UTA.
  
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==General Overview==
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3. Click on the '''gear icon''' underneath the application name to go into '''Configuration Mode'''.
  
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The overall goal of Arcadia is to attempt to reflect the scale of flexibility and functionality in the interface.
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4. Under the '''General Settings''' tab is a subsection titled '''Arcadia Interface Options'''.
  
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The ways that it aims to achieve this includes:
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:: [[File:Arcadia interface options.png|600px|border]]
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You are able to configure these additional options and expose them to the end-user based on their [[User Role|role]] within the instance. 
  
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* Make your information work harder so you don't have to
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{| class="wikitable"
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:* Cross-tabbed standard views with drill down options - allow users to immediately see the information that is useful or pertinent to them.
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|-
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:* New metric (KPI) feature - present user with a figure or chart without the need to create a report.
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!|Arcadia Interface Option
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:* Auto-mapping feature - show contact or organization information on a mao
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!|Function and Features
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:* Auto-linked reports
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|-
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||'''Summary and [[List View Overview|List View]] Options'''
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||Determine which [[User Role|user roles]] will have the ability to see summaries (for example, of {{L1}} grants in a grant-based [[UTA]] or of {{L2}}/{{L3}} activities associated with that UTA); determine which users will have [[KPI]] functionality, [[Reports]] as a tab view, and the [[Advanced Search]] feature within the UTA.
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|-
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||'''[[KPI]] Settings'''
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||Determine how the [[KPI]]s for that UTA will be displayed, and create new KPIs if applicable. 
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|}
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===Summary and List View Options===
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The '''Summary and List View Options '''under '''Arcadia Interface Options '''in a specific UTA allows you to configure the summary and list view options for the Arcadia [[:Category:Interface|interface]] under that UTA. 
  
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* Easier to use
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<pre>Please note that the terminology associated with your Arcadia settings will be UTA-specific and may change based on your organization terminology. </pre>
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:* Less clicks to get where you want to go.
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* See [[Organization hierarchy#Organization Terminology|General Terminology]] 
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:* Simpler presentation of information
 
  
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* Broader use of export capabilities
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:: [[File:Arcadia settings list view options 2019.png|thumb|none|655px|Settings available for Summary and List View Options.]] 
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{| class="wikitable"
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|-
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!|Subsection of Settings
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!|Descriptions of Settings
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|-
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||'''General'''
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||
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'''Enable [[Advanced Search]] - '''Select which [[User Role|user roles]] will have the Advanced Search capability in this UTA, where they can filter [[List View Overview|list view results]] by [[Status]], [[Type]], etc, as well as customize and save their [[Filters]]. 
  
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* Faster time to personalize
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'''Enable KPI - '''
  
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'''Enable Reports tab -'''
  
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|-
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||'''L1 Summary'''
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||
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'''Enable Summary View - '''
  
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==Configuring Arcadia==
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'''View Grant Group Status - '''
  
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* The Arcadia Settings page has a number of options to allow for configuration of the Arcadia Interface:
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'''Grant Type to Omit for Summary - '''
  
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:*Branding & Visual Settings for Arcadia - The "Title Type" settings determine the image or text shown in the top of your Arcadia interface.
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'''Grant Status to Omit for Summary - '''
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:*Manager Permissions - enabling role specific access to the Arcadia Interface, including ability to switch back to the Classic Interface.
 
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:*My Portal menu - enabling access to existing icon based Portal interfaces via the Arcadia Interface
 
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:*Application - allows for configuration of the Arcadia Interface specific to any [[UTA]] available on that instance.
 
  
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* These options are discussed further in the sections below.
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'''Grant Summary Options: '''
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* Application Type
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* Branch
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* Organization
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* Applicant
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* Grant Staff
  
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==Manager Permissions==
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|-
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||'''L2 Summary'''
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||
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'''Enable Summary View - '''
  
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The Manager Permissions is the way to enable role based access to the Arcadia interface, whether as a default interface or as an optional interface that is interchangeable with the classic view.
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'''View Activity Group Status - '''
  
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* Go to Global Settings - Business and System Configuration, and click on '''Arcadia Settings''' hyperlink.
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'''Activity Type to Omit for Summary - '''
  
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[[Image:ArcadiaGlobalSettings.png]]
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'''Activity Status to Omit for Summary - '''
  
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|}
  
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* User is presented with the Arcadia Settings page.
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A number of additional options can be configured and exposed to the end-user based on role:
  
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[[Image:ArcadiaSettings.png]]
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* Summary and List View Options
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** Configure Summary and List View Options for Arcadia interface
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* [[Arcadia - KPI Settings|KPI Settings]]
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** Configure KPI (Key Performance Index) for Arcadia 
  
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[[Image:Grant_summary_settings.png|link=|border]]
  
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* Click on '''Manager Permissions''' hyperlink in the '''Arcadia Configuration''' section.
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[[Image:Activity_summary.png|link=]]
  
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[[Image:ArcadiaManagerPermission1.png]]
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[[Image:Arcadia_tab_settings.png|link=]]
  
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==See Also==
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* User is presented with the Arcadia permission options.
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** [[Enabling Arcadia]]
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[[Category:Global Settings]][[Category:Interface]][[Category:Arcadia]]
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[[Image:ArcadiaManagerPermission2.png]]
 
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* Click on the '''Arcadia - Enable Arcadia''' hyperlink to select the roles that can access the Arcadia interface, and then click Save.
 
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[[Image:ArcadiaManagerPermission3.png]]
 
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* Click on the '''Arcadia - Switch Between Arcadia and Classic View''' hyperlink to select the roles can switch between the Arcadia interface and the classic SmartSimple interface, and then click Save.
 
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[[Image:ArcadiaManagerPermission4.png]]
 
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* A user in one of the roles selected in both the '''Arcadia - Enable Arcadia''' and '''Arcadia - Switch Between Arcadia and Classic View''' sections will have the ability to switch back to the classic interface by clicking on the drop-down option by their name and then selecting the Classic Interface option.
 
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[[Image:ArcadiaClassic.png]]
 
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* A user in one of the roles selected in just the '''Arcadia - Enable Arcadia''' section will not have the ability to switch back to the classic interface. Instead the Arcadia interface will be the default interface.
 
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==My Portal menu==
 
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Users in certain roles may already have access to the system via a portal interface, with a series of icons providing access to required information or functionality.
 
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Continued access to these portal interfaces in the Arcadia interface is permitted through the use of the '''My Portal menu''' option.
 
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[[Image:ArcadiaPortal.png]]
 
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This is configurable by following the steps below:
 
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* Click on the Lookup button.
 
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[[Image:ArcadiaPortalLookup.png]]
 
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* In the resulting screen check the box against those roles that requires continued access to their portal interface, or check '''Everyone''' if all users in all roles should have access. Then click OK.
 
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[[Image:ArcadiaPortalRoles.png]]
 
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* The Roles field should now be populated with the roles selected. 
 
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[[Image:ArcadiaPortalSelected.png]]
 
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* When a user in one of these roles logs into the system they will now have the option to view their portal interface by clicking on the drop-down option by their name and then selecting the My Portal option.
 
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[[Image:ArcadiaMyPortal.png]]
 
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==Application==
 
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The Application section allows for configuration of the Arcadia Interface specific to any [[UTA]] available on that instance.
 
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This includes the ability to have cross-tabbed standard views with drill down options and KPIs for simplified presentation of important metrics.
 
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* Select the [[UTA]] from the drop-down list.
 
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[[Image:ArcadiaUTA.png]] 
 
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* A number of additional options are now exposed to the end-user:
 
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:* KPI Settings  
 
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:* UTA Custom Fields
 
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:* Show Advanced Search
 
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:* Level 1 Summary (matrix) Settings
 
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:* Level 2 Summary (matrix) Settings
 
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:* Tab Settings
 
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[[Image:ArcadiaUTAOptions.png]] 
 
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===KPI Settings===
 
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The KPI Settings section allows the configuration of KPI (Key Performance Index) specific to the selected UTA.
 
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* Click on the KPI Settings hyperlink.
 
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[[Image:ArcadiaKPI1.png]]
 
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* This launches the KPI Settings section.
 
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[[Image:ArcadiaKPI2.png]]
 
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* Click on the New option to start the creation of a new KPI.
 
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[[Image:ArcadiaKPINew.png]]
 
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* Populate the Name field with descriptive text appropriate for the KPI being created.
 
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[[Image:ArcadiaKPILabel.png]]
 
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* Select the Aggregation Method from the drop-down list. This controls how the data will be aggregated when presented via the KPI.
 
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[[Image:ArcadiaKPIAggregate.png]]
 
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* Select the Chart Type from the drop-down list. This controls the type of chart used to represent the data.
 
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[[Image:ArcadiaKPIChart.png]]
 
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* Populate the Display Order field with an appropriate numeric value. This will control the placement of the KPI on the screen, with lower display orders meaning that the KPI will appears closer to the start.
 
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[[Image:ArcadiaKPIOrder.png]]
 
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* Select the Aggregation Field from the drop-down list. The drop-down will display the [[Standard Fields]] and [[Custom Fields]] within the selected UTA that the raw data will be aggregated against.
 
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[[Image:ArcadiaKPIField.png]]
 
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* Size field defaults to a width of 180 pixels and a length of 100 pixels. These values can be overwritten as necessary.
 
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[[Image:ArcadiaKPISize.png]]
 
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* Click Save
 
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* The KPI will now appear to the left of the screen in the list of available KPIs.
 
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[[Image:ArcadiaKPISaved.png]]
 
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* The KPI should now appear in the Arcadia interface for those roles with appropriate permissions.
 
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[[Image:ArcadiaKPIInterface.png]]
 

Latest revision as of 14:25, 15 July 2019

Overview

Once Arcadia has been enabled, then you are able to configure the Arcadia settings specific to each in your SmartSimple instance, including the ability to have cross-tabbed standard views with drill-down options and KPIs for simplified presentation of important metrics.

Configuration - Essentials

Accessing Arcadia Settings

To access Arcadia settings for a specific UTA, follow the steps below: 

 1. Click on the 9-square menu icon on the top right of your page.

052919 MenuIcon.png

2. Under the heading Applications, select the relevant UTA.

3. Click on the gear icon underneath the application name to go into Configuration Mode.

4. Under the General Settings tab is a subsection titled Arcadia Interface Options.

Arcadia interface options.png

You are able to configure these additional options and expose them to the end-user based on their role within the instance. 

Arcadia Interface Option Function and Features
Summary and List View Options Determine which user roles will have the ability to see summaries (for example, of Level 1 grants in a grant-based UTA or of Level 2/Level 3 activities associated with that UTA); determine which users will have KPI functionality, Reports as a tab view, and the Advanced Search feature within the UTA.
KPI Settings Determine how the KPIs for that UTA will be displayed, and create new KPIs if applicable. 

Summary and List View Options

The Summary and List View Options under Arcadia Interface Options in a specific UTA allows you to configure the summary and list view options for the Arcadia interface under that UTA.  

Please note that the terminology associated with your Arcadia settings will be UTA-specific and may change based on your organization terminology.
Settings available for Summary and List View Options.
 
Subsection of Settings Descriptions of Settings
General

Enable Advanced Search - Select which user roles will have the Advanced Search capability in this UTA, where they can filter list view results by Status, Type, etc, as well as customize and save their Filters. 

Enable KPI - 

Enable Reports tab -

L1 Summary

Enable Summary View - 

View Grant Group Status - 

Grant Type to Omit for Summary - 

Grant Status to Omit for Summary - 

Grant Summary Options: 

  • Application Type
  • Branch
  • Organization
  • Applicant
  • Grant Staff
L2 Summary

Enable Summary View - 

View Activity Group Status - 

Activity Type to Omit for Summary - 

Activity Status to Omit for Summary - 

A number of additional options can be configured and exposed to the end-user based on role:

  • Summary and List View Options
    • Configure Summary and List View Options for Arcadia interface
  • KPI Settings
    • Configure KPI (Key Performance Index) for Arcadia 

Grant summary settings.png

Activity summary.png

Arcadia tab settings.png

See Also

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Arcadia_Settings&oldid=36691’