Difference between revisions of "Arcadia Settings"

From SmartWiki
Jump to: navigation, search
 
(86 intermediate revisions by 5 users not shown)
Line 1: Line 1:
−
Arcadia is SmartSimple's next generation interface.  
+
=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.
  
−
It functions as an overlay to the system, which can be switched on per group of users. I
+
=Configuration - Essentials=
 +
==Accessing Arcadia Settings==
 +
To access Arcadia settings for a specific UTA, follow the steps below: 
  
−
t is designed so that any existing interface configuration will not be impacted.
+
 1. Click on the 9-square menu icon on the top right of your page.
  
−
[[Image:ArcadiaInterface.png]]
+
:: {{Icon-Menu}}
 +
2. Under the heading '''Applications''', select the relevant UTA.
  
−
==General Overview==
+
3. Click on the '''gear icon''' underneath the application name to go into '''Configuration Mode'''.
  
−
The overall goal of Arcadia is to attempt to reflect the scale of flexibility and functionality in the interface.
+
4. Under the '''General Settings''' tab is a subsection titled '''Arcadia Interface Options'''.
  
−
The ways that it aims to achieve this includes:
+
:: [[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. 
  
−
* Make your information work harder so you don't have to
+
{| class="wikitable"
−
:* Cross-tabbed standard views with drill down options - allow users to immediately see the information that is useful or pertinent to them.
+
|-
−
:* New metric (KPI) feature - present user with a figure or chart without the need to create a report.
+
!|Arcadia Interface Option
−
:* Auto-mapping feature - show contact or organization information on a mao
+
!|Function and Features
−
:* Auto-linked reports
+
|-
 +
||'''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. 
  
−
* Easier to use
+
<pre>Please note that the terminology associated with your Arcadia settings will be UTA-specific and may change based on your organization terminology. </pre>
−
:* Less clicks to get where you want to go.
+
* See [[Organization hierarchy#Organization Terminology|General Terminology]] 
−
:* Simpler presentation of information
 
  
−
* Broader use of export capabilities
+
:: [[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]]. 
  
−
* Faster time to personalize
+
'''Enable KPI - '''
  
 +
'''Enable Reports tab -'''
  
−
==Enabling Arcadia==
+
|-
 +
||'''L1 Summary'''
 +
||
 +
'''Enable Summary View - '''
  
−
* Go to Global Settings - Business and System Configuration, and click on '''Arcadia Settings''' hyperlink.
+
'''View Grant Group Status - '''
  
−
[[Image:ArcadiaGlobalSettings.png]]
+
'''Grant Type to Omit for Summary - '''
  
 +
'''Grant Status to Omit for Summary - '''
  
−
* User is presented with the Arcadia Settings page.
+
'''Grant Summary Options: '''
  
−
[[Image:ArcadiaSettings.png]]
+
* Application Type
 +
* Branch
 +
* Organization
 +
* Applicant
 +
* Grant Staff
  
 +
|-
 +
||'''L2 Summary'''
 +
||
 +
'''Enable Summary View - '''
  
−
* Click on '''Manager Permissions''' hyperlink in the '''Arcadia Configuration''' section.
+
'''View Activity Group Status - '''
  
−
[[Image:ArcadiaManagerPermission1.png]]
+
'''Activity Type to Omit for Summary - '''
  
 +
'''Activity Status to Omit for Summary - '''
  
−
* User is presented with the Arcadia permission options.
+
|}
  
−
[[Image:ArcadiaManagerPermission2.png]]
+
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 
  
−
* Click on the '''Arcadia - Enable Arcadia''' hyperlink to select the roles that can access the Arcadia interface, and then click Save.
+
[[Image:Grant_summary_settings.png|link=|border]]
  
−
[[Image:ArcadiaManagerPermission3.png]]
+
[[Image:Activity_summary.png|link=]]
  
 +
[[Image:Arcadia_tab_settings.png|link=]]
  
−
* Click on the '''Arcadia - Switch Between Arcadia and Classic View''' hyperlink to select the roles can switch between the Arcadia interface and the classic SmartSimple interface, and then click Save.
+
==See Also==
−
 
+
** [[Enabling Arcadia]]
−
[[Image:ArcadiaManagerPermission4.png]]
+
[[Category:Global Settings]][[Category:Interface]][[Category:Arcadia]]
−
 
 
−
 
 
−
'''NOTE: If a role is selected in the Arcadia - Enable Arcadia section, but not in the Arcadia - Switch Between Arcadia and Classic View section then any users in that role will be forced onto the Arcadia interface but without the ability to switch back to the classic interface.'''
 

Latest revision as of 15:25, 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 the steps below: 

 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 - Select which user roles will have the Advanced Search capability in this UTA, where they can filter 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 - 

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=36691’