Changes

The system provides =Overview=The '''System Summary '''section is helpful for providing a number of ways of accessing information on the configuration details for an [[Instance|instance]] of [[SmartSimple]].  

You can access a summary of the system settings through :: {{Icon-Menu}} 2. Under the heading '''Configuration, '''System Summaryselect ''' featureGlobal Settings.  '''

To access :: [[File:Global settings system.png|300px|border]]3. On the first tab (labelled '''System Summary''' use ), scroll down until you see the following steps (you will need {{GUA}} permission to perform this task)heading '''System Log and Summary: '''

1. Click the :: [[Configuration MenuFile:System log and summary.png|Configuration]], [[Global Settings]] [[Menu500px|menuborder]]4. Click on the hyperlink labelled '''System Summary'''.

2:: [[File:System summary.png|400px|border]]=System Summary Features=:: [[File:System summary tabs. Stay within the png|750px|border]]{| class="wikitable"|-||'''System[[Password Policy]]''' tab and scroll down to ||This will display the '''System Log and Summary''' sectioncurrent password policies within the instance.It will include the following details: 

3. Click the * '''System SummaryPassword Settings: ''' link.Length and Complexity The * '''System SummaryIntruder Lockout Settings: ''' consists Number of six tabsAttempts and Lockout Duration* '''Intruder Email Alert: '''Email From, Subject, and Body content 

* '''[[Password Policy]]''' |- displays the current [[Password|password]] policies within the [[Instance|instance]]. * '''System Security''' - Displays ||This will display all [[Manager Permissions]] and Restrictions in the first column , and its correspondence to each [[User|user]] [[Role|role]] as an additional column. The value "Yes" value '''Yes '''will be displayed in the intersection of what part of the system it is giving permission for, and the [[Role|which role]] indicates has that a permission.  :: [[UserFile:System security settings.png|thumb|left|600px|userborder]] in that [[Role|role]] will have that permission or restriction. -* ||'''[[Role]] Fields''' - Displays ||This will display all the [[Custom Fields – General Information|Custom Fields|custom fields]] that are associated with each user role (split into [[Internal]] vs [Role|role[External]] ), and the details of each fieldsuch as its Type, Name, Field ID, etc.  * :: [[File:Role fields.png|thumb|left|600px|border]]|-||'''Company Fields''' - Displays ||This will display all the [[Custom Fields – General Information|Custom Fields|custom fields]] associated with each company organization category (and split into [[Internal]] vs [[External]]) and the details of each field.  * :: [[File:System summary company fields.png|thumb|left|600px|border]]|-||'''[[Portal]] Shortcuts''' - Displays ||This will display all the [[Portals#Shortcuts|portal shortcuts ]] used in each [[User Role|role]]-based [[PortalPortals|portal]] , including the Icon the '''icon '''used.  * :: [[File:Portal shortcuts.png|thumb|left|600px|border]]|-||'''Notes Permission'''||This will display all the [[Notes Permissions]]''' - Displays all notes in the first column and each [[User|user]] [[Role|role]] as an additional columnscolumn. The value "Yes" value '''Yes '''will be displayed in at the intersection of the the '''NoteNote ''' type , and the [[User Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have permission to use that [[Notes Overview#Creating a New Note Type|note type]]. * |-||'''User Mode''' - Displays ||This will display the User mode Mode options and allows for the feature to be switched off and on for the current user. Options  [[File:User mode.png|thumb|left|500px|border]]The options includethe following:  :* '''Translation Audit Mode: when  '''When enabled , this will highlight those any areas of the system that are not going through SmartSimple's [[:Category:Translation|language translator ]] tool . :* '''Developer Mode: when activated  '''When enabled, any system changes made by a particular user are logged and can be ported to the production server.   |}

Users You can also generate a word document that provides a summary of the system settings through the the '''System Design SummarySummary ''' feature.  

To access '''System Design Summary''' use 1. Click on the following steps:9-square menu icon on the top right of your page.

1:: {{Icon-Menu}} 2. Click Under the [[Configuration Menu|heading '''Configuration]], [[ '''select '''Global Settings]] [[Menu|menu]].'''

23. Stay within Scrolling down to the section titled '''SystemLog and Summary, ''' tab and scroll down to click on the hyperlink '''System Log and Design Summary. ''' section.

3:: [[File:System design summary. Click png|550px|border]] 4. Clicking this will enable a modal window to open. The window will contain different headings, each corresponding to a {{UTA}} within the system or the '''General ''''''System Design Summary, ''' linkand each with available [[Custom Fields]] or settings that can be enabled as part of the documented summary.

4:: [[File:Sys design summary. The New System Design Summary window appears, with option to select which modules to include in the system document. Options include: * png|700px|border]]{| class="wikitable"|-||'''[[Global Settings]]''': ||Provides a summary of Global Settings, including Data Policies and Security Matrices.* |-||'''Tracking Applications[[Workflows Overview|Workflows]]''': ||Provides a summary of the settings for that have been enabled onto each individual workflow.|-||'''[[Universal Tracking Application|UTAPortals]]* '''||Provides a summary of each of the portals and portal details that have been configured against [[WorkflowsUser Role|user roles]].|-||''': {{UTA}}s'''||Provides a summary of the settings for each individual workflow* '''[[UTA]], including a toggle option to indicate whether the summary should include [[Custom Fields]]''': custom field settings. Will automatically select Tracking Applications module if  |}5. Once the modules are selected.* appropriately within each section, click the '''[[Portal|Portals]]Generate ''': details of Portals configured against User Rolesbutton. A design summary document will automatically begin to be downloaded onto your local computer.  

5. Once the modules are selected click * If there were any settings that you did not toggle on, you may always re-generate''' System Design Summary''' documents by toggling on the new options and clicking the '''GenerateGenerate ''' buttonagain. A design summary document will be downloaded to your local machine.