Difference between revisions of "SmartSimple Administration Screen Layout"
From SmartWiki
Julia Decker (talk | contribs) (→Communications Menu) |
Julia Decker (talk | contribs) |
||
| Line 3: | Line 3: | ||
==Application Area== | ==Application Area== | ||
| − | The large area on the right of the screen is used to display the application, or information associated with the menu that you select from the left menu. | + | The large area on the right of the screen is used to display the [[Application|application]], or information associated with the [[Menu|menu]] that you select from the left [[Menu|menu]]. |
The SmartSimple [[Menu|menu]] is displayed to the left of the screen and consists of the following menu sections: | The SmartSimple [[Menu|menu]] is displayed to the left of the screen and consists of the following menu sections: | ||
| Line 17: | Line 17: | ||
The following items are listed under this [[Menu|menu]] heading: | The following items are listed under this [[Menu|menu]] heading: | ||
| − | * Any application programs that have been enabled for the [[User|user]]. | + | * Any [[Application|application]] programs that have been enabled for the [[User|user]]. |
| − | * My [[Portal]] link to the [[Role|role]]-specific portal view. If no portal has been established then the page will be blank. | + | * My [[Portal]] link to the [[Role|role]]-specific [[Portal|portal]] view. If no [[Portal|portal]] has been established then the page will be blank. |
| − | * Search File Fields to provide searching of attached files stored within tracking applications. | + | * '''Search File Fields''' to provide searching of attached files stored within tracking [[Application|applications]]. |
==Communications Menu== | ==Communications Menu== | ||
| − | Items in this [[Menu|menu]] support the communications features of SmartSimple. | + | Items in this [[Menu|menu]] support the communications features of [[SmartSimple]]. |
* [[Pin Board]] – post general interest messages for everyone in the organisation to see. | * [[Pin Board]] – post general interest messages for everyone in the organisation to see. | ||
* [[Email]] – access to your email accounts from within [[SmartSimple]]. | * [[Email]] – access to your email accounts from within [[SmartSimple]]. | ||
| − | * [[Using Quick Messaging|Quick Messages]] - access to SmartSimple quick message features. | + | * [[Using Quick Messaging|Quick Messages]] - access to [[SmartSimple]] quick message features. |
* [[Calendars]] – access to your personal calendar and shared calendars for other people. | * [[Calendars]] – access to your personal calendar and shared calendars for other people. | ||
* [[Contacts]] – access to all external contacts in the system. This list will not include contacts that are internal to your organisation. | * [[Contacts]] – access to all external contacts in the system. This list will not include contacts that are internal to your organisation. | ||
* [[Discussions]] – access to discussion groups that you have access to. | * [[Discussions]] – access to discussion groups that you have access to. | ||
| − | * [[ | + | * [[Workflow|Workflow]] Requests – outstanding tasks that you need to complete based on SmartSimple Workflows, tasks that other people need to complete where you are participating in some steps in the workflow. This menu also lists project tasks that you are assigned to complete. |
* '''View Reports''' – preview reports and dashboards that you are enabled to use or create new reports or dashboards. | * '''View Reports''' – preview reports and dashboards that you are enabled to use or create new reports or dashboards. | ||
==Organisation Menu== | ==Organisation Menu== | ||
| − | Items on the organisation menu display people within your copy of SmartSimple. | + | Items on the organisation menu display people within your copy of [[SmartSimple]]. |
| − | * [[Search People]] – search for anyone’s information in your copy of SmartSimple – similar to contacts, but with more extensive searching capabilities and the ability to search internal and external contacts. | + | * [[Search People]] – search for anyone’s information in your copy of [[SmartSimple]] – similar to contacts, but with more extensive searching capabilities and the ability to search [[Internal|internal]] and [[External|external]] contacts. |
* '''My Office''' - displays a tree view of the people that work in your department, division, or branch of the organisation. | * '''My Office''' - displays a tree view of the people that work in your department, division, or branch of the organisation. | ||
| − | * Because the system administrator can change the terminology used in SmartSimple this may indicate something like “My Office” as in the example above. | + | * Because the [[System Administrator|system administrator]] can change the terminology used in [[SmartSimple]] this may indicate something like “My Office” as in the example above. |
| − | * [[Internal]] Users – displays a similar tree view as My Organisation, but for all the offices and people working within your organisation. | + | * [[Internal]] Users – displays a similar tree view as '''My Organisation''', but for all the offices and people working within your organisation. |
* [[External]] Contact – displays a similar tree view of all other organisations and people that do not work within your organisation. | * [[External]] Contact – displays a similar tree view of all other organisations and people that do not work within your organisation. | ||
| Line 48: | Line 48: | ||
The [[Configuration Menu|configuration menu]] is used to set both personal and organisation configuration options. Some of these items will only be displayed if you are a system [[Administrator|administrator]]. | The [[Configuration Menu|configuration menu]] is used to set both personal and organisation configuration options. Some of these items will only be displayed if you are a system [[Administrator|administrator]]. | ||
| − | * Tracking [[Applications]] – custom applications that you can create within SmartSimple. | + | * Tracking [[Applications]] – custom applications that you can create within [[SmartSimple]]. |
* [[User Centric Interface]] – used to create [[User Centric Interface|User Centric Interfaces]] and [[Personal Transaction|Personal Transactions]]. | * [[User Centric Interface]] – used to create [[User Centric Interface|User Centric Interfaces]] and [[Personal Transaction|Personal Transactions]]. | ||
* [[Personal Settings]] – controls your specific settings such as [[Password|password]], language, date formats, editor preferences, [[Menu|menu]] layout and wireless access. | * [[Personal Settings]] – controls your specific settings such as [[Password|password]], language, date formats, editor preferences, [[Menu|menu]] layout and wireless access. | ||
* [[Global Settings]] – controls the global configuration including; licensing, backup settings, visual settings, [[Custom Field|custom fields]], [[Workflows|workflows]], ledger codes and signup pages. | * [[Global Settings]] – controls the global configuration including; licensing, backup settings, visual settings, [[Custom Field|custom fields]], [[Workflows|workflows]], ledger codes and signup pages. | ||
| − | * [[Roles & Permissions]] – provides access to define user roles, account categories, manager permissions and notes permissions. | + | * [[Roles & Permissions]] – provides access to define [[User|user]] [[Role|roles]], account categories, manager permissions and notes permissions. |
==Help Menu== | ==Help Menu== | ||
* '''Downloads''' – provides access to downloadable [[SmartSimple]] enhancement features: Microsoft Outlook, Word, Excel and Folder integration, as well as downloadable documentation such as this manual and various data sheets. | * '''Downloads''' – provides access to downloadable [[SmartSimple]] enhancement features: Microsoft Outlook, Word, Excel and Folder integration, as well as downloadable documentation such as this manual and various data sheets. | ||
| − | * '''Knowledge Base''' – provides a link to the [[SmartSimple]]] wiki – http://www.smartsimple.org. This searchable database contains all SmartSimple documentation. | + | * '''Knowledge Base''' – provides a link to the [[SmartSimple]]] wiki – http://www.smartsimple.org. This searchable database contains all [[SmartSimple]] documentation. |
| − | * '''Support Request''' – use this form to request support from the SmartSimple Help Desk system. | + | * '''Support Request''' – use this form to request support from the [[SmartSimple]] Help Desk system. |
* '''Feedback''' – use this form to provide SmartSimple with feedback on the product and our services. | * '''Feedback''' – use this form to provide SmartSimple with feedback on the product and our services. | ||
| − | * About [[SmartSimple]] – displays the version number for the current copy of [[SmartSimple]]. You can also use this menu to ensure your browser settings are suitable to provide full access to all [[SmartSimple]] features. | + | * About [[SmartSimple]] – displays the version number for the current copy of [[SmartSimple]]. You can also use this [[Menu|menu]] to ensure your [[Browser|browser]] settings are suitable to provide full access to all [[SmartSimple]] features. |
[[Category:System Management]] | [[Category:System Management]] | ||
Revision as of 16:28, 31 October 2007
The SmartSimple application consists of a number of different screen areas.
Contents
Application Area
The large area on the right of the screen is used to display the application, or information associated with the menu that you select from the left menu.
The SmartSimple menu is displayed to the left of the screen and consists of the following menu sections:
Top Menu Bar
The top menu bar provides access to the following features:
The organisation name displayed at the top of this area can be replaced by an organisation logo or alternative text.
Applications Menu
The following items are listed under this menu heading:
- Any application programs that have been enabled for the user.
- My Portal link to the role-specific portal view. If no portal has been established then the page will be blank.
- Search File Fields to provide searching of attached files stored within tracking applications.
Communications Menu
Items in this menu support the communications features of SmartSimple.
- Pin Board – post general interest messages for everyone in the organisation to see.
- Email – access to your email accounts from within SmartSimple.
- Quick Messages - access to SmartSimple quick message features.
- Calendars – access to your personal calendar and shared calendars for other people.
- Contacts – access to all external contacts in the system. This list will not include contacts that are internal to your organisation.
- Discussions – access to discussion groups that you have access to.
- Workflow Requests – outstanding tasks that you need to complete based on SmartSimple Workflows, tasks that other people need to complete where you are participating in some steps in the workflow. This menu also lists project tasks that you are assigned to complete.
- View Reports – preview reports and dashboards that you are enabled to use or create new reports or dashboards.
Organisation Menu
Items on the organisation menu display people within your copy of SmartSimple.
- Search People – search for anyone’s information in your copy of SmartSimple – similar to contacts, but with more extensive searching capabilities and the ability to search internal and external contacts.
- My Office - displays a tree view of the people that work in your department, division, or branch of the organisation.
- Because the system administrator can change the terminology used in SmartSimple this may indicate something like “My Office” as in the example above.
- Internal Users – displays a similar tree view as My Organisation, but for all the offices and people working within your organisation.
- External Contact – displays a similar tree view of all other organisations and people that do not work within your organisation.
Configuration Menu
The configuration menu is used to set both personal and organisation configuration options. Some of these items will only be displayed if you are a system administrator.
- Tracking Applications – custom applications that you can create within SmartSimple.
- User Centric Interface – used to create User Centric Interfaces and Personal Transactions.
- Personal Settings – controls your specific settings such as password, language, date formats, editor preferences, menu layout and wireless access.
- Global Settings – controls the global configuration including; licensing, backup settings, visual settings, custom fields, workflows, ledger codes and signup pages.
- Roles & Permissions – provides access to define user roles, account categories, manager permissions and notes permissions.
Help Menu
- Downloads – provides access to downloadable SmartSimple enhancement features: Microsoft Outlook, Word, Excel and Folder integration, as well as downloadable documentation such as this manual and various data sheets.
- Knowledge Base – provides a link to the SmartSimple] wiki – http://www.smartsimple.org. This searchable database contains all SmartSimple documentation.
- Support Request – use this form to request support from the SmartSimple Help Desk system.
- Feedback – use this form to provide SmartSimple with feedback on the product and our services.
- About SmartSimple – displays the version number for the current copy of SmartSimple. You can also use this menu to ensure your browser settings are suitable to provide full access to all SmartSimple features.
