4,401
edits
Changes
no edit summary
==Overview==
The User Centric Interface (UCI) provides an alternative [[Interfaces|interface ]] to [[SmartSimple ]] [[User|users]]. This interface is designed for casual users who need to:
* Maintain a comprehensive profile.
* Update projects that they may be participating in.
People whom you want to access the system through a UCI must have an access level of '''Through applications only ''' - not Through [[Role|roles ]] and [[Menu|menus]].
There are three important elements to be aware of when working with the UCI:
==Personal Transactions==
These represent items that the [[User|user ]] maintains in their profile using the UCI.
* The [[Administrator|administrator ]] defines the transaction types.
* Examples of transaction types are education, work history, or publications history.
* Each transaction type supports [[Custom Fields|custom fields]], a list view template, and the ability to control if the transaction type is available to the [[User|user]], via the UCI.* Each transaction type can be associated with one or more [[Role|roles ]] within the system.* These transactions are also visible within the [[Administration Interface|administrative interface ]] for each contact.* When a [[User|user ]] subscribes to a folder, their profile becomes searchable to all other [[User|users ]] subscribed to the folders.* The [[Administrator|administrator ]] defines the folders and associates the folders with each UCI.* These folders are actually constructs from the [[SmartSimple ]] [[Applicant Tracking ]] system.
==User Centric Interface==
This component is used to create the alternative [[Interfaces|interface ]] for the [[SmartSimple ]] [[User|user]].
* The UCI is configured from within the [[Administration Interface|administrative interface]].* Multiple [[Interfaces|interfaces ]] can be created within the same [[Instance|instance ]] of [[SmartSimple]].* The UCI configuration is accessed through the [[Configuration Menu|Configuration]], User Centric Interface [[Menu|menu]].
==Creating a Personal Transaction Type==
1. Click [[ConfigurationMenu|Configuration]], User Centric Interface [[Menu|menu]].
2. Click the '''Transaction Types ''' tab.
3. Click the '''New Type ''' tab.
Each Transaction type consists of the following standard settings:
* '''Name''' - name of the transaction type. For example: Education.
* '''Type''' - choose people, for people-related transactions or company, for company-related transactions.
* '''Display Order''' - the order in which the transaction types should be listed, in both the [[Administration Interface|administrative interface]], and the UCI.* '''Associated Roles''' - the [[Role|roles ]] to be associated with this transaction type. Use everyone to associate the transaction type with all [[User|users]].* '''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|user ]] adds a transaction of this type.
* '''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.
* '''Field Button''' - provides a link to the [[Custom Fields|custom field ]] list for this transaction type.
==Transaction Type List View==
==Configuring the UCI==
1. Click the [[ConfigurationMenu|Configuration]], User Centric Interface [[Menu|menu]].
2. Click the '''New Interface ''' tab.
Each UCI consists of the following standard settings:
* '''Name''' - the name of the interface.
* '''Description''' - a general description for the interface.
* '''People Folders''' – the contact folders that will be exposed in this UCI for [[User|users]].
* '''Is Activated''' - Check box to activate the UCI.
* '''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.* '''Logo Path''' - the SmartFolder [[Smart Folder]] where the logo is stored for display within the UCI.
* '''Language''' - the default language for the UCI. Changing the language will change the captions on all the standard buttons.
* '''Login Page''' - the HTML content required for the login page.
* '''Splash Page''' - the HTML content of the first page the user will see when logged in.
* '''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.
* '''People Search Field List''' - a listed set of fields that can be included in the '''People List ''' and '''People Details ''' template.
* '''People List Template''' - the HTML and fields (see field list above) required for the people list view.
* '''People Details Template''' - the HTML and fields (see field list above) required for the people list view.
5. Click the '''Save''' button.
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 [[Administration Interface|Administrative interface]].
==Visual Settings==
