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Arcadia Settings

1,699 bytes added, 19:25, 15 July 2019
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=Overview=Once Arcadia is 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 next generation interfacefor simplified presentation of important metrics.
It functions as an overlay to =Configuration - Essentials===Accessing Arcadia Settings==To access Arcadia settings for a specific UTA, follow the system which can be switched on per user or group of users and is designed so that any existing interface configuration will not be impacted.steps below: 
[[Image:ArcadiaInterface 1. Click on the 9-square menu icon on the top right of your page.png]]
==General Overview==:: {{Icon-Menu}}2. Under the heading '''Applications''', select the relevant UTA.
The overall goal of Arcadia is to attempt to reflect 3. Click on the scale of flexibility and functionality in '''gear icon''' underneath the interfaceapplication name to go into '''Configuration Mode'''.
The ways that it aims to achieve this includes: 4. Under the '''General Settings''' tab is a subsection titled '''Arcadia Interface Options'''.
* Make your information work harder so you don't have :: [[File:Arcadia interface options.png|600px|border]]You are able to:* Cross-tabbed standard views with drill down configure these additional options - allow users and expose them to immediately see the information that is useful or pertinent to them.:* New metric (KPI) feature end- present user with a figure or chart without based on their [[User Role|role]] within the need to create a reportinstance.:* Auto-mapping feature - show contact or organization information on a mao:* Auto-linked reports 
* Easier {| 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 usesee 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===:* Less clicks to get where The '''Summary and List View Options '''under '''Arcadia Interface Options '''in a specific UTA allows you want to goconfigure the summary and list view options for the Arcadia [[:Category:Interface|interface]] under that UTA.:* Simpler presentation of information 
<pre>Please note that the terminology associated with your Arcadia settings will be UTA-specific and may change based on your organization terminology. </pre>* Broader use of export capabilitiesSee [[Organization hierarchy#Organization Terminology|General Terminology]] 
* Faster time to personalize:: [[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 - '''
==Enabling Arcadia=='''Enable Reports tab -'''
* Go to Global Settings |- Business and System Configuration, and click on ||'''Arcadia SettingsL1 Summary'''||'''Enable Summary View - ''' hyperlink.
[[Image:ArcadiaGlobalSettings.png]]'''View Grant Group Status - '''
* User is presented with the Arcadia Settings page.'''Grant Type to Omit for Summary - '''
[[Image:ArcadiaSettings.png]]'''Grant Status to Omit for Summary - '''
* Click on '''Manager PermissionsGrant Summary Options: ''' hyperlink in the '''Arcadia Configuration''' section.
[[Image:ArcadiaManagerPermission1.png]]* Application Type* Branch* Organization* Applicant* Grant Staff
* User is presented with the Arcadia permission options.|-||'''L2 Summary'''||'''Enable Summary View - '''
[[Image:ArcadiaManagerPermission2.png]]'''View Activity Group Status - '''
* Click on the '''Arcadia Activity Type to Omit for Summary - Enable Arcadia ''' hyperlink to select the roles that should be able to access the Arcadia interface, and then click Save.
[[Image:ArcadiaManagerPermission3.png]]'''Activity Status to Omit for Summary - '''
* Click on the '''Arcadia - Switch Between Arcadia and Classic View''' hyperlink to select the roles that should be able to switch between the Arcadia interface and the classic SmartSimple interface, and then click Save.|}
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]] [[Image:Activity_summary.png|link=]] [[Image:ArcadiaManagerPermission4Arcadia_tab_settings.png|link=]] ==See Also==** [[Enabling Arcadia]][[Category:Global Settings]][[Category:Interface]][[Category:Arcadia]]
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