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" will be displayed in the intersection of the permission and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have that permission or restriction. * '''[[Role]] Fields''' - Displays all [[Custom Fields|custom fields]] associated with each [[Role|role]] and the details of each field. * '''Company Fields''' - Displays all [[Custom Fields|custom fields]] associated with each organization category and the details of each field. * value '''[[Portal]] ShortcutsYes ''' - Displays all shortcuts used in each [[Role|role]]-based [[Portal|portal]] including the Icon used. * '''[[Notes Permissions]]''' - Displays all notes in the first column and each [[User|user]] [[Role|role]] as an additional columns. The value "Yes" will be displayed in the intersection of what part of the '''Note''' type system it is giving permission for, and the [[Role|which role]] indicates that a [[User|user]] in has that [[Role|role]] will have permission to use that note type.* '''User Mode''' - Displays User mode options and allows for the feature to be switched off and on for the current user. Options include::* Translation Audit Mode: when enabled will highlight those areas of the system that are not going through SmartSimple's language translator tool :* Developer Mode: when activated any system changes made by a particular user are logged and can be ported to the production server. 

=:: [[File:System Design Summary feature=security settings.png|thumb|left|600px|border]] |-Users can generate a word document ||'''Role Fields'''||This will display all the [[Custom Fields – General Information|Custom Fields]] that provides a summary are associated with each user role (split into [[Internal]] vs [[External]]), and the details of the system settings through the each field such as its Type, Name, Field ID, etc. :: [[File:Role fields.png|thumb|left|600px|border]]|-||'''System Design SummaryCompany Fields''' feature||This will display all the [[Custom Fields – General Information|Custom Fields]] associated with each organization category (and split into [[Internal]] vs [[External]]) and the details of each field.  

To access :: [[File:System summary company fields.png|thumb|left|600px|border]]|-||'''System Design SummaryPortal Shortcuts''' use ||This will display all the following steps:[[Portals#Shortcuts|portal shortcuts]] used in each [[User Role|role]]-based [[Portals|portal]], including the '''icon '''used. 

1:: [[File:Portal shortcuts. Click png|thumb|left|600px|border]]|-||'''Notes Permission'''||This will display all the [[Notes Permissions]] in the first column and each [[Configuration MenuUser Role|Configurationrole]]as an additional column. The value '''Yes '''will be displayed at the intersection of the '''Note '''type, and the [[Global SettingsUser Role|role]] indicates that a [[User|user]] in that role will have permission to use that [[MenuNotes Overview#Creating a New Note Type|menunote type]]. |-||'''User Mode'''||This will display the User Mode options and allows for the feature to be switched off and on for the current user.

2[[File:User mode. Stay within png|thumb|left|500px|border]]The options include the '''System''' tab and scroll down to the '''System Log and Summary''' section.following: 

3* '''Translation Audit Mode: '''When enabled, this will highlight any areas of the system that are not going through SmartSimple's [[:Category:Translation|language translator]] tool. Click the  * '''System Design SummaryDeveloper Mode: ''' linkWhen enabled, any system changes made by a particular user are logged and can be ported to the production server. 

|} =System Design Summary=You can also generate a word document that provides a summary of the system settings through the '''System Design Summary '''feature.  1. Click on the 9-square menu icon on the top right of your page. :: {{Icon-Menu}} 2. Under the heading '''Configuration, '''select '''Global Settings.''' 3. Scrolling down to the section titled '''System Log and Summary, '''click on the hyperlink '''System Design Summary. ''' :: [[File:System design summary.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, '''and each with available [[Custom Fields]] or settings that can be enabled as part of the documented summary. :: [[File:Sys design summary.png|700px|border]]{| class="wikitable"|-||'''[[Global Settings]]'''||Provides a summary of Global Settings including Data Policies and Security Matrices.|-||'''[[Workflows Overview|Workflows]]'''||Provides a summary of the settings that have been enabled onto each individual workflow.|-||'''[[Portals]]'''||Provides a summary of each of the portals and portal details that have been configured against [[User Role|user roles]].|-||'''{{UTA}}s'''||Provides a summary of the settings for each individual [[UTA]], including a toggle option to indicate whether the summary should include [[Custom Fields]]. |}5. Once the modules are selected appropriately within each section, click the the '''GenerateGenerate ''' button. A design summary document will automatically begin to be downloaded to onto your local machinecomputer.  * 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 '''Generate '''button again.