Difference between revisions of "Arcadia Settings"

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===Summary and List View Options===
 
===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 [[:Category:Interface|interface]] under that UTA. 
 
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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<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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* See [[Organization hierarchy#Organization Terminology|General Terminology]] 
  
 
:: [[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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{| 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 - '''
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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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'''View Grant Group Status - '''
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'''Grant Type to Omit for Summary - '''
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'''Grant Status to Omit for Summary - '''
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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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|-
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||'''L2 Summary'''
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||
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'''Enable Summary View - '''
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'''View Activity Group Status - '''
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'''Activity Type to Omit for Summary - '''
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'''Activity Status to Omit for Summary - '''
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|}
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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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* A number of additional options can be configured and exposed to the end-user based on role:
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* Summary and List View Options
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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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*** Configure Summary and List View Options for Arcadia interface
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* [[Arcadia - KPI Settings|KPI Settings]]
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** [[Arcadia - KPI Settings|KPI Settings]]
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** Configure KPI (Key Performance Index) for Arcadia 
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*** Configure KPI (Key Performance Index) for Arcadia 
 
  
 
[[Image:Grant_summary_settings.png|link=|border]]
 
[[Image:Grant_summary_settings.png|link=|border]]

Revision as of 09:10, 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 these steps:

 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 - 

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=36686’