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Arcadia Settings

1,797 bytes added, 19:25, 15 July 2019
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=Overview=Configuring 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.
* Go to [[Global Settings]] > [[Business & System =Configuration]], and click on '''- Essentials===Accessing Arcadia Settings''' hyperlink.==To access Arcadia settings for a specific UTA, follow the steps below: 
[[Image:ArcadiaGlobalSettings 1. Click on the 9-square menu icon on the top right of your page.png|border|link=]]
:: {{Icon-Menu}}
2. Under the heading '''Applications''', select the relevant UTA.
* User is presented with 3. Click on the Arcadia Settings page'''gear icon''' underneath the application name to go into '''Configuration Mode'''.
[[Image:ArcadiaSettings4. Under the '''General Settings''' tab is a subsection titled '''Arcadia Interface Options'''.jpg|border|link=]]
* The :: [[File:Arcadia Settings page has a number of interface options.png|600px|border]]You are able to configure these additional options and expose them to allow for configuration of the Arcadia Interface:end-user based on their [[User Role|role]] within the instance. 
:*{| class="wikitable"|-!|Arcadia Interface Option!|Function and Features|-||'''Summary and [[Branding & Visual Settings for ArcadiaList View Overview|List View]] - The "Title Type" settings determine the image or text shown in the top of your Arcadia interface. Options''':*||Determine which [[Arcadia - Manager PermissionsUser Role|Manager Permissionsuser roles]] - enabling role specific access to will have the Arcadia Interface, including ability to switch back 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 Classic InterfaceUTA.:*|-||'''[[Arcadia - My Portal menuKPI]] Settings'''||My Portal menuDetermine how the [[KPI]] - enabling access to existing icon based Portal interfaces via the 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:*Application - Options '''in a specific UTA allows you to configure the summary and list view options for configuration of the Arcadia Interface specific to any [[UTA:Category:Interface|interface]] available on under that instanceUTA. 
==Application==<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]] 
The Application section allows :: [[File:Arcadia settings list view options 2019.png|thumb|none|655px|Settings available for configuration 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 Arcadia Interface specific to any 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 [[UTAFilters]] available on that instance.  
This includes the ability to have cross'''Enable KPI -tabbed standard views with drill down options and [[KPI]]s for simplified presentation of important metrics.  '''
* Select the [[UTA]] from the drop'''Enable Reports tab -down list.'''
[[Image:ArcadiaUTA.png|border]]-||'''L1 Summary'''||'''Enable Summary View - '''
* A number of additional options are now exposed to the end'''View Grant Group Status -user::* [[Arcadia - KPI Settings|KPI Settings]]:* [[Arcadia - UTA Custom Fields|UTA Custom Fields]] :* [[Arcadia - Show Advanced Search|Show Advanced Search]]:* [[Arcadia - Level 1 Summary (matrix) Settings|Level 1 Summary (matrix) Settings]]:* [[Arcadia - Level 2 Summary (matrix) Settings|Level 2 Summary (matrix) Settings]]:* Tab Settings '''
[[Image:ArcadiaUTAOptions.png|border]]'''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
* [[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:Arcadia_tab_settings.png|link=]]
 
==See Also==
** [[Enabling Arcadia]]
[[Category:Global Settings]][[Category:Interface]][[Category:Arcadia]]
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