UTA Settings - General

Revision as of 08:19, 27 June 2013 by Arthur Lathrop (talk | contribs)

Revision as of 08:19, 27 June 2013 by Arthur Lathrop (talk | contribs)

UTASettingsTabs.png

The General Settings page of the UTA consists of several sections.

Contents

Terminology Settings

GeneralSettingsPage-TerminologySettings.png

Terminology Settings allow you to personalize the terminology used by your copy of SmartSimple.

  • Menu Name:
  • Title Bar Name:
  • Description:
  • Template/Templates:
  • Activity/Activities:
  • Sub-Activity/Sub-Activities:
  • Form/Forms:



Application Settings

GeneralSettingsPage-ApplicationSettings.png

  • Enable Activities - Use to specify that grants have activities -
  • Enable Level 3 Activities - Use to specify that activities have level 3 activities -
  • Enable Transactions - Add UTA transactions and attribute personal and organisation transactions -
  • Enable Invoicing - Use Invoicing features in this application -
  • Enable Professional Services - Use Professional Services features in this application -
  • Enable Auto Assignment - Assign people to entities at different level automatically -
  • Enable Contact Skill Matching - Use Contact Skill Matching features in this application -
  • Enable Content Management - Use Content Management features in this application -
  • Enable Aggregration - Use this application as a repository for all other UTAs -
  • Web Service Settings - Enable and manage Web service (SOAP) for grants -



Connectivity Settings

GeneralSettingsPage-ConnectivitySettings.png

  • Is Shadow Application - This application is linked to another application -
  • Enable Data Exchange - Share application information with other instances of SmartSimple -
  • Enable UTA Connection as Receiver - UTAs can be linked to other UTAs -
  • UTA Connection Roles - Configure Grant connection roles -
  • UTA Provider Level 1 List View from GMS360° - Programs - Create and manage list view for UTA provider level 1 -
  • UTA Provider Level 1 List View from GMS360° - Budgets - Create and manage list view for UTA provider level 1 -


See Also