Changes

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

4. Click on the hyperlink labelled ''':: [[File:System Summary'''summary.png|400px|border]]=System Log and Summary Features=:: [[File:System summary tabs.png|750px|border]]

||'''[[Password Policy]]'''

||This will display all the [[Custom Fields – General Information|Custom Fields]] that are associated with each user role (split into [[Internal]] vs [[External]]), and the details of each field such as its Type, Name, Field ID, etc. :: [[File:Role fields.png|thumb|left|600px|border]]

||'''Portal ShortcuftsShortcuts'''

||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 [[User|user]] in that role will have permission to use that [[Notes Overview#Creating a New Note Type|note type]]. 

* '''[[Password Policy]]''' - displays the current [[Password|password]] policies within the [[Instance|instance]].=System Design Summary=* '''System Security''' - Displays all [[Manager Permissions]] and Restrictions in the first column and 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 You can also generate a word document that provides 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 summary of each field.* '''Company Fields''' - Displays all [[Custom Fields|custom fields]] associated with each organization category and the details of each field.* system settings through the '''[[Portal]] ShortcutsSystem Design Summary ''' - 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 the '''Note''' type and the [[Role|role]] indicates that a [[User|user]] in 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=Users can generate a word document that provides a summary of 1. Click on the system settings through 9-square menu icon on the '''System Design Summary''' featuretop right of your page.

To access :: {{Icon-Menu}} 2. Under the heading '''Configuration, 'System Design Summary''select '''Global Settings.''' use the following steps:

13. Click Scrolling down to the menu icon section titled '''System Log and select [[Global Settings]]Summary, '''click on the hyperlink '''System Design Summary. '''

2:: [[File:System design summary.png|550px|border]] 4. Clicking this will enable a modal window to open. Stay The window will contain different headings, each corresponding to a {{UTA}} within the system or the '''SystemGeneral ''' tab and scroll down to the '''System Log and Summary, ''' sectionand each with available [[Custom Fields]] or settings that can be enabled as part of the documented summary.

3:: [[File:Sys design summary. Click 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.|-||'''System Design Summary[[Portals]]''' link||Provides a summary of each of the portals and portal details that have been configured against [[User Role|user roles]].|-4. The New System Design Summary window appears||'''{{UTA}}s'''||Provides a summary of the settings for each individual [[UTA]], with including a toggle option to select which modules to indicate whether the summary should include in [[Custom Fields]]. |}5. Once the system modules are selected appropriately within each section, click the '''Generate '''button. A design summary document for General System or for specific UTAswill automatically begin to be downloaded onto your local computer. Options include: 

** '''[[Global Settings]]''': summary of Global SettingsIf there were any settings that you did not toggle on, including Data Policies and Security Matrices** '''[[Workflows]]''': settings for each individual workflow** '''[[Portal|Portals]]''': details of Portals configured against User Roles.** you may always re-generate'''Tracking ApplicationsSystem Design Summary''': settings for each individual [[Universal Tracking Application|UTA]], including toggle option to indicate whether the summary should include [[Custom Fields]].5. Once the modules are selected click documents by toggling on the new options and clicking the '''GenerateGenerate ''' buttonagain. A design summary document will be downloaded to your local machine. 

** [[Manager Permissions]]