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→System Design Summary
:: [[File:System security settings.png|thumb|left|600px|border]]|-||'''Role Fields'''||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]]|-||'''Company Fields'''||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. :: [[File:System summary company fields.png|thumb|left|600px|border]]|-||'''Portal Shortcuts'''||This will display all the [[Portals#Shortcuts|portal shortcuts]] used in each [[User Role|role]]-based [[Portals|portal]], including the '''icon '''used. :: [[File:Portal shortcuts.png|thumb|left|600px|border]]|-||'''Notes Permission'''||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]]. |-||'''User Mode'''||This will display the User Mode options and allows for the feature to be switched off and on for the current user. [[File:User mode.png|thumb|left|500px|border]]The options include the following: * '''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. * '''Developer Mode: '''When 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 '''Generate '''button. A design summary document will automatically begin to be downloaded onto your local computer. * 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. ==See Also==* [[Manager Permissions]][[Category:Global Settings]][[Category:System AdministrationManagement]][[Category:System Auditing Features]]