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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):
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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.
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| − | 3. Click the '''System Summary''' link.
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| − | The '''System Summary''' consists of six tabs:
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| − | * '''[[Password Policy]]''' - displays the current [[Password|password]] policies within the [[Instance|instance]].
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| − | * '''System Security''' - Displays all [[Manager Permissions]] and Restrictions in the first column and each [[User|user]] [[Role|role]] as an additional column. The value "Yes" will be displayed in the intersection of the permission and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have that permission or restriction.
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| − | * '''[[Role]] Fields''' - Displays all [[Custom Fields|custom fields]] associated with each [[Role|role]] and the details of each field.
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| − | * '''Company Fields''' - Displays all [[Custom Fields|custom fields]] associated with each company category and the details of each field.
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| − | * '''[[Portal]] Shortcuts''' - Displays all shortcuts used in each [[Role|role]]-based [[Portal|portal]] including the Icon used.
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| − | * '''[[Notes Permissions]]''' - Displays all notes in the first column and each [[User|user]] [[Role|role]] as an additional columns. The value "Yes" will be displayed in the intersection of the '''Note''' type and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have permission to use that note type.
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| − | * '''User Mode''' - Displays User mode options and allows for the feature to be switched off and on for the current user. Options include:
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| − | :* Translation Audit Mode: when enabled will highlight those areas of the system that are not going through SmartSimple's language translator tool
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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.
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| − | =System Design Summary=
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| − | 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.
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| − | 3. Click the '''System Design Summary''' link.
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| − | 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
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| − | * '''Tracking Applications''': settings for each individual [[Universal Tracking Application|UTA]]
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| − | * '''[[Workflows]]''': settings for each individual workflow
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| − | * '''[[Custom Fields]]''': custom field settings. Will automatically select Tracking Applications module if selected.
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| − | * '''[[Portal|Portals]]''': details of Portals configured against User Roles.
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| − | 5. Once the modules are selected click the '''Generate''' button. A design summary document will be downloaded to your local machine.
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| − | ==See Also==
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| − | * [[Manager Permissions]]
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| − | [[Category:Global Settings]][[Category:System Management]][[Category:System Auditing]]
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