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System Summary

1,132 bytes added, 15:14, 28 June 2019
→‎System Design Summary
:: [[File:System summary.png|400px|border]]
=System Log and Summary Features=
:: [[File:System summary tabs.png|750px|border]]
{| class="wikitable"
This will display all [[Manager Permissions]] and Restrictions in the first column, and its correspondence to each [[User Role]] as an additional column. The value '''Yes '''will be displayed in the intersection of what part of the system it is giving permission for, and which role has that permission. 
:: [[File:System security settings.png|thumb|left|600px|border]]
|-
||'''Role Fields'''
||This will display all the [[Custom Fields – General Information|Custom Fields]] that are associated with each user role(split into [[Internal]] vs [[External]]), and the details of each field such as its Type, Name, Field ID, etc. :: [[File:Role fields.png|thumb|left|600px|border]]
|-
||'''Company Fields'''
||
This will display all the [[Custom Fields – General Information|Custom Fields]] associated with each organization category (and split into [[Internal]] vs [[External]]) and the details of each field. 
 
:: [[File:System summary company fields.png|thumb|left|600px|border]]
|-
||'''Portal Shortcuts'''
||
This will display all the [[Portals#Shortcuts|portal shortcuts]] used in each [[User Role|role]]-based [[Portals|portal]], including the '''icon '''used. 
 
:: [[File:Portal shortcuts.png|thumb|left|600px|border]]
|-
||'''Notes Permission'''
||This will display all the [[Notes Permissions]] in the first column and each [[User Role|role]] as an additional column. The value '''Yes '''will be displayed at the intersection of the '''Note '''type, and the [[User Role|role]] indicates that a [[User|user]] in that role will have permission to use that [[Notes Overview#Creating a New Note Type|note type]]. 
|-
||'''User Mode'''
||
This will display the User Mode options and allows for the feature to be switched off and on for the current user.
 
[[File:User mode.png|thumb|left|500px|border]]
The options include the following: 
 
* '''Translation Audit Mode: '''When enabled, this will highlight any areas of the system that are not going through SmartSimple's [[:Category:Translation|language translator]] tool. 
* '''Developer Mode: '''When enabled, any system changes made by a particular user are logged and can be ported to the production server. 
 
 
|}
* '''Company Fields''' - Displays all [[Custom Fields|custom fields]] associated with each organization category and the details of each field.
* '''[[Portal]] Shortcuts''' - Displays all shortcuts used in each [[Role|role]]-based [[Portal|portal]] including the Icon used.
* '''[[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.
* '''User Mode''' - Displays User mode options and allows for the feature to be switched off and on for the current user. Options include:
** Translation Audit Mode: when enabled will highlight those areas of the system that are not going through SmartSimple's language translator tool
** Developer Mode: when activated any system changes made by a particular user are logged and can be ported to the production server.
=System Design Summary feature=Users You can also generate a word document that provides a summary of the system settings through the the '''System Design SummarySummary ''' feature. 
To access '''System Design Summary''' use 1. Click on the following steps:9-square menu icon on the top right of your page.
1:: {{Icon-Menu}} 2. Click Under the menu icon and select [[heading '''Configuration, '''select '''Global Settings]].'''
23. Stay within Scrolling down to the section titled '''SystemLog and Summary, ''' tab and scroll down to click on the hyperlink '''System Log and Design Summary. ''' section.
3:: [[File:System design summary. Click png|550px|border]] 4. Clicking this will enable a modal window to open. The window will contain different headings, each corresponding to a {{UTA}} within the system or the '''General ''''''System Design Summary, ''' linkand each with available [[Custom Fields]] or settings that can be enabled as part of the documented summary.
4:: [[File:Sys design summary.png|700px|border]]{| class="wikitable"|-||'''[[Global Settings]]'''||Provides a summary of Global Settings including Data Policies and Security Matrices.|-||'''[[Workflows Overview|Workflows]]'''||Provides a summary of the settings that have been enabled onto each individual workflow.|-||'''[[Portals]]'''||Provides a summary of each of the portals and portal details that have been configured against [[User Role|user roles]]. The New System Design Summary window appears|-||'''{{UTA}}s'''||Provides a summary of the settings for each individual [[UTA]], with including a toggle option to select which modules to indicate whether the summary should include in [[Custom Fields]]. |}5. Once the system modules are selected appropriately within each section, click the '''Generate '''button. A design summary document for General System or for specific UTAswill automatically begin to be downloaded onto your local computer. Options include: 
** '''[[Global Settings]]''': summary of Global SettingsIf there were any settings that you did not toggle on, including Data Policies and Security Matrices** '''[[Workflows]]''': settings for each individual workflow** '''[[Portal|Portals]]''': details of Portals configured against User Roles.** you may always re-generate'''Tracking ApplicationsSystem Design Summary''': settings for each individual [[Universal Tracking Application|UTA]], including toggle option to indicate whether the summary should include [[Custom Fields]].5. Once the modules are selected click documents by toggling on the new options and clicking the '''GenerateGenerate ''' buttonagain. A design summary document will be downloaded to your local machine. 
==See Also==
** [[Manager Permissions]]
[[Category:Global Settings]][[Category:System Management]][[Category:System Auditing]]
Emmy Fu
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