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 menu icon and select :: [[Global SettingsFile:System log and summary.png|500px|border]]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. 

=System Design Summary feature=:: [[File:Portal shortcuts.png|thumb|left|600px|border]]|- ||'''Notes Permission'''Users can generate ||This will display all the [[Notes Permissions]] in the first column and each [[User Role|role]] as an additional column. The value '''Yes '''will be displayed at the intersection of the '''Note '''type, and the [[User Role|role]] indicates that a word document [[User|user]] in that provides role will have permission to use that [[Notes Overview#Creating a summary of the system settings through the New Note Type|note type]]. |-||'''System Design SummaryUser Mode''' ||This will display the User Mode options and allows for the featureto be switched off and on for the current user.

To access '''System Design Summary''' use [[File:User mode.png|thumb|left|500px|border]]The options include the following steps: 

1. Click * '''Translation Audit Mode: '''When enabled, this will highlight any areas of the menu icon and select system that are not going through SmartSimple's [[Global Settings:Category:Translation|language translator]]tool. * '''Developer Mode: '''When enabled, any system changes made by a particular user are logged and can be ported to the production server. 

4. The New =System Design Summary window appears, with option to select which modules to include in the system =You can also generate a word document. Options include: * '''[[Global Settings]]''': that provides a summary of Global Settings, including Data Policies and Security Matrices* '''Tracking Applications''': settings for each individual [[Universal Tracking Application|UTA]]* '''[[Workflows]]''': the system settings for each individual workflow* through the '''[[Custom Fields]]System Design Summary ''': custom field settings. Will automatically select Tracking Applications module if selected.* '''[[Portal|Portals]]''': details of Portals configured against User Rolesfeature.  

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.