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<u>'''Application ==Terminology Settings'''</u>==[[Image:GeneralSettingsPage-TerminologySettings.png|link=]]
* '''Enable Level 2 Activities''' – Specifies that Terminology Settings allow you to personalize the [[Level 1 Entity]] should have Level 2 itemsterminology used by your copy of SmartSimple.* '''Enable Level 3 ActivitiesMenu Name''' – Specifies : The application name that each Level 2 item should have Level 3 itemswill display on the left navigation bar.* '''Enable Personal TransactionsTitle Bar Name''' – Specifies : The name that [[User|user]]-based [[Personal Transaction|personal transactions]] can be associated with will display at the Level 1 item. This feature top Title Bar when application is generally only used when a person’s activity, such as a certification or a degree, needs to be attributed back to a grantopen.* '''Enable Security MatrixDescription''' – Specifies : Text that comprehensive security control is required within the [[Application|allows you to describe your application]]. * '''Is Shadow ApplicationTemplate/Templates''' – Specifies that this [[Application|application]] is really linked to another UTA. Generally, this technique is used to create the same application in more than one language (as the standard : Nomenclature for singular and custom fields can be labeled differently), or plural references to restrict functionality to a group of [[User|users]]{{l1}}s.* '''Enable Data ExchangeActivity/Activities''' – Specifies that a Level 1 item can be exchanged with other copies of [[SmartSimple]]. This feature is used when creating an intra-organisational case management system: Nomenclature for singular and plural references to {{l2}}s.* '''Allow External OwnerSub-Activity/Sub-Activities''' – Specifies that the owner of a Level 1 item can be an [[External|external]] contact – rather than an [[Internal|internal]] user: Nomenclature for singular and plural references to {{l3}}s.* '''Menu NameForm/Forms''' – The name you wish : Nomenclature for singular and plural references to display in the left [[Navigation|navigation]] panel within [[SmartSimple]]Forms.* '''Title Bar NameSkill/Skills''' – The name you wish : Nomenclature for singular and plural references to display in the title bar of skills. This option only appears when the [[Application|applicationSkill Settings]].* '''Description''' – A general narrative description of is turned on within the applicationUTA.
<u>'''Defining Application Settings'''</u>
1. Enable '''Level 2 Activities'''Changing the terminology in this section will change the captions of various settings and objects throughout the administration and user [[interface]]s.<BR><BR>
2. Set the '''Menu Name''' to '''Contract Tracker'''==Application Settings==[[Image:GeneralSettingsPage-ApplicationSettings.png|link=]]
4. Set the '''Description''' to: This application tracks sales, support and NDA contracts.
5. Click any of the '''Save''' buttons.
[[Image:UTA Setting Enable Activity]]
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* '''Field Settings''' – Defines the display of activities in the [[Workflow|workflow]] list and the calendar.
* '''Enable Activities - Use to specify that grants have activities''' - Enables {{l2}}s to be used in this application. Once this option has been selected, the configuration options for {{l2}}s will be visible.* '''Enable Level 3 Activities - Use to specify that activities have level 3activities''' - Enables {{l3}}s to be used in this application. Once this option has been selected, the configuration options for {{l3}}s will be visible.* '''Enable Transactions - Add UTA transactions and attribute personal and organisation transactions''' - Enables [[transactions]] to be used in this application. Once this option has been selected, the configuration options for transactions will be visible, including the [[UTA_Settings_-_Transaction|Transaction tab]] on the [[UTA Settings Page]].* '''Enable Invoicing - Use Invoicing features in this application''' - Enables [[invoice]]s to be used in this application. Set Once this option has been selected, the configuration options for invoices will be visible, including the [[UTA_Settings_-_Invoice|Invoice tab]] on the [[UTA Settings Page]]. ''Mutually exclusive with the Enable Professional Services option.''* '''Title Bar TextEnable Professional Services - Use Professional Services features in this application''' - Enables [[Professional Service]]s to be used in this application. * '''Contract TrackerEnable Auto Assignment - Assign people to entities at different level automatically'''- Enables [[Auto Assignments]] to be used in this application. Once this option has been selected, the Auto Assignment Settings section becomes visible.* '''Enable Contact Skill Matching - Use Contact Skill Matching features in this application''' - Enables [[Skill Settings]] to be used in this application. Once this option has been selected, the Skill Settings section becomes visible.* '''Enable Content Management - Use Content Management features in this application''' -* '''Enable Aggregration - Use this application as a repository for all other UTAs''' - Enabling this will turn the UTA into an [[Aggregation UTA]], allowing the definition of the association between equivalent fields in each UTA. * '''Auto Assignment Settings - Settings for people assignment at different levels''' - Hyperlink appears when '''Enable Auto Assignment''' is checked. Used to define rules for automatically assigning contacts to Level 1 and Level 2 entities (see [[Auto Assignments|Auto Assignments]] for further details). * '''Web Service Settings - Enable and manage Web service (SOAP) for grants''' - allows the posting of data to another system, outside of SmartSimple, and the storing of results into a custom field on the object against which the Workflow was triggered. See [[Web Services Overview|Web Services]] for additional information. <BR><BR>
* Enabling the Level 2 activities changes the '''Configuration''' screen layout and adds a section for defining these activities.
Once you save these basic settings the configuration page will display the Level 1, Level 2 (and Level 3, if enabled) [[Entity|entity]] settings.
==Connectivity Settings==
[[Image:GeneralSettingsPage-ConnectivitySettings.png|link=]]
* '''Is Shadow Application - This application is linked to another application''' - Checking this box indicates that this UTA is a [[Creating and Enabling a Shadow Application|Shadow Application]], and will expose '''Shadow Application Settings''' section at the bottom of the page.
* '''Enable Data Exchange - Share application information with other instances of SmartSimple''' - Checking this box indicates that this UTA will permit transferring information between individual instances using SmartSimple's [[UTA Data Exchange|Data Exchange]] functionality.
* '''Enable UTA Connection as Receiver - UTAs can be linked to other UTAs''' - Checking this box indicates that this UTA is a [[Configuring UTA Provider/Receiver (Consumer) Relationships|Receiver]] for information held in another UTA, and will expose the '''UTA Connection Roles''' hyperlink.
* '''Enable UTA Connection as Provider - UTAs can be linked to other UTAs''' - Checking this box indicates that this UTA is a [[Configuring UTA Provider/Receiver (Consumer) Relationships|Provider]] of information to another UTA, and will expose the Shadow L1 Connection Settings and Shadow L2 Connection Settings hyperlinks.
* '''UTA Connection Roles - Configure Grant connection roles''' - Can now define a Role for Consumer/Provider relationships, including the ability to have role-based custom fields to track attributes of the association between specific consumer and provider records.
* '''L1 Provider Connection Settings - Configure L1 Provider UTA connection settings''' - Used to link level 1s in the Provider UTA to the Consumer UTA based upon the status(es), template(s) and the ID field required.
* '''L2 Provider Connection Settings - Configure L2 Provider UTA connection settings''' - Used to link level 2s in the Provider UTA to the Consumer UTA based upon the status(es), template(s) and the ID field required.
* '''UTA Provider Level 1 List View from Provider - Create and manage list view for UTA provider level 1''' - configure the list view for how the Level 1 Provider information will be presented on the Consumer UTA. This is configured against the Consumer UTA.
* '''UTA Provider Level 2 List View from Provider - Create and manage list view for UTA provider level 2''' - configure the list view for how the Level 2 Provider information will be presented on the Consumer UTA. This is configured against the Consumer UTA.
* '''UTA Consumer Level 1 List View from Consumer - Create and manage list view for UTA consumer level 1''' - configure the list view for how the Level 1 Consumer information will be presented on the Provider UTA. This is configured against the Provider UTA.
* '''UTA Consumer Level 2 List View from Consumer - Create and manage list view for UTA consumer level 2''' - configure the list view for how the Level 2 Consumer information will be presented on the Provider UTA. This is configured against the Provider UTA.
==Security Settings==
* '''Access Role Setting''' - Controls who sees the UTA. If access isn't set, the label won't appear on the menu navigation and / or you may receive an access denied message.
==See Also==
{{UTASettingsLinks}}
[[Category:UTA Settings]]
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[[Category:Universal Tracking Application]][[Category:Applications]]
