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Arcadia Settings

2,016 bytes added, 19:25, 15 July 2019
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=Overview=
 
Once Arcadia has been [[Arcadia Permissions|enabled]], then you are able to configure the Arcadia settings specific to each {{UTA}} in your [[SmartSimple]] [[instance]], including the ability to have cross-tabbed standard views with drill-down options and [[KPI]]s for simplified presentation of important metrics.
=Configuration - Essentials=
==Accessing Arcadia Settings==
TO To access Arcadia settings for a specific UTA, follow these the steps.below:  1 1. Click on the 9-square menu icon on the top right of your page. :: {{Icon-Menu}} 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'''. :: [[File:Arcadia interface options.png|600px|border]]You are able to configure these additional options and expose them to the end-user based on their [[User Role|role]] within the instance.  {| class="wikitable"|-!|Arcadia Interface Option!|Function and Features|-||'''Summary and [[List View Overview|List View]] Options'''||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.|-||'''[[KPI]] Settings'''||Determine how the [[KPI]]s 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 [[:Category:Interface|interface]] under that UTA.  <pre>Please note that the terminology associated with your Arcadia settings will be UTA-specific and may change based on your organization terminology. </pre>* 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.]] {| class="wikitable"|-!|Subsection of Settings!|Descriptions of Settings|-||'''General'''||'''Enable [[Advanced Search]] - '''Select which [[User Role|user roles]] will have the Advanced Search capability in this UTA, where they can filter [[List View Overview|list view results]] by [[Status]], [[Type]], etc, as well as customize and save their [[Filters]].  '''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 - '''
Once Arcadia has been [[Enabling Arcadia|enabled]] then you can configure the Arcadia settings specific '''Activity Type to each UTA, including the ability to have crossOmit for Summary -tabbed standard views with drill down options and [[KPI]]s for simplified presentation of important metrics. '''
Click on Configuration Settings in the relevant UTA, and under the General tab, there is a section called Arcadia Interface Options.'''Activity Status to Omit for Summary - '''
|}
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:** Summary and List View Options*** Configure Summary and List View Options for Arcadia interface** [[Arcadia - KPI Settings|KPI Settings]]*** Configure KPI (Key Performance Index) for Arcadia 
[[Image:Grant_summary_settings.png|link=|border]]
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