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Arcadia Settings

1,760 bytes added, 19:25, 15 July 2019
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To access =Overview=Once Arcadia has been [[Arcadia Permissions|enabled]], then you are able to configure the Arcadia Settings page, go settings specific to each {{UTA}} in your [[Global SettingsSmartSimple]] > [[Business & System Configurationinstance]], including the ability to have cross-tabbed standard views with drill-down options and click on '''Arcadia Settings''' hyperlink[[KPI]]s for simplified presentation of important metrics.
[[Image=Configuration - Essentials===Accessing Arcadia Settings==To access Arcadia settings for a specific UTA, follow the steps below:ArcadiaGlobalSettings.png|border|link=]] 
 1. Click on the 9-square menu icon on the top right of your page.
* User is presented with :: {{Icon-Menu}}2. Under the Arcadia Settings pageheading '''Applications''', select the relevant UTA.
[[Image:ArcadiaSettings3. Click on the '''gear icon''' underneath the application name to go into '''Configuration Mode'''.jpg|border|link=]]
* The Arcadia 4. Under the '''General Settings page has ''' tab is a number of options to allow for configuration of the subsection titled '''Arcadia Interface:Options'''.
:*: [[Branding & Visual Settings for Arcadia]] - The "Title Type" settings determine the image or text shown in the top of your File:Arcadia interfaceoptions. :*[[Arcadia - Manager Permissionspng|600px|Manager Permissionsborder]] - enabling role specific access You are able to the Arcadia Interface, including ability to switch back configure these additional options and expose them to the Classic Interface.:*end-user based on their [[Arcadia - My Portal menuUser Role|My Portal menurole]] - enabling access to existing icon based Portal interfaces via the Arcadia Interface:*Application - allows for configuration of within the Arcadia Interface specific to any [[UTA]] available on that 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. |}=Application==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. 
The Application section allows for configuration of <pre>Please note that the terminology associated with your Arcadia Interface settings will be UTA-specific to any and may change based on your organization terminology. </pre>* See [[UTAOrganization hierarchy#Organization Terminology|General Terminology]] available on that instance.  
This includes :: [[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 ability to have cross-tabbed standard views with drill down options 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 [[KPIFilters]]s for simplified presentation of important metrics.  
* Select the [[UTA]] from the drop'''Enable KPI -down list. '''
[[Image:ArcadiaUTA.png|border]]'''Enable Reports tab -'''
* A number of additional options are now exposed to the end|-user::* [[Arcadia - KPI Settings|KPI Settings]]:* [[Arcadia - UTA Custom Fields|UTA Custom Fields]] '''L1 Summary''':* [[Arcadia - Show Advanced Search|Show Advanced Search]]:* [[Arcadia - Level 1 Summary (matrix) Settings|Level 1 Summary (matrix) Settings]]:* [[Arcadia - Level 2 '''Enable Summary (matrix) Settings|Level 2 Summary (matrix) Settings]]:* [[Arcadia View - Tab Settings|Tab Settings]] '''
[[Image:ArcadiaUTAOptions.png|border]]'''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
* [[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]]
Emmy Fu
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