Difference between revisions of "Arcadia Settings"
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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. | ||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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| − | ||'''[[KPI]] | + | ||'''[[KPI]] Settings''' |
||Determine how the [[KPI]]s for that UTA will be displayed, and create new KPIs if applicable. | ||Determine how the [[KPI]]s for that UTA will be displayed, and create new KPIs if applicable. | ||
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:: [[File:Arcadia settings list view options 2019.png|thumb|none|655px|Settings available for Summary and List View Options.]] | :: [[File:Arcadia settings list view options 2019.png|thumb|none|655px|Settings available for Summary and List View Options.]] | ||
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* A number of additional options can be configured and exposed to the end-user based on role: | * A number of additional options can be configured and exposed to the end-user based on role: | ||
Revision as of 09:05, 15 July 2019
Contents
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 these steps:
1. Click on the 9-square menu icon on the top right of your page.
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.
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.
- 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
- Summary and List View Options
