Changes

Jump to: navigation, search

System Summary

507 bytes added, 15:08, 12 October 2017
no edit summary
When you need to create The system documentation provides a number of ways of accessing information on the configuration details for an [[Instance|instance]] of [[SmartSimple]] you .   =System Summary You can access many a summary of the system settings in a format that supports easy to use copy and paste functionality through the '''System Summary''' feature.  To access '''System Summary''' use the following steps (you will need {{GUA}} permission to perform this task):
1. Click the [[Configuration Menu|Configuration]], [[Global Settings]] [[Menu|menu]].
:* Developer Mode: when activated any system changes made by a particular user are logged and can be ported to the production server.
=Technique for Using System Design Summary=
The Users can generate a word document that provides a summary of the system settings through the '''System Design Summary''' feature.  To access '''System Design Summary''' pages have been created without use the application of following steps: 1. Click the [[InstanceConfiguration Menu|instanceConfiguration]] , [[Branding & Visual Global Settings]]. This is to ensure that the information can be easily copied and pasted into other [[ApplicationsMenu|applicationsmenu]] for documentation. To transfer this information to another [[Applications|application]] use the following steps: 12. Highlight Stay within the required information'''System''' tab and scroll down to the '''System Log and Summary''' section.
23. Choose Click the [[Browser|browser's]] ''System Design Summary'Edit Copy''' [[Menu|menu]] (or press '''Control + C''')link.
34. Switch The New System Design Summary window appears, with option to select which modules to include in the other system document. Options include: * '''[[Global Settings]]''': summary of Global Settings, including Data Policies and Security Matrices* '''Tracking Applications''': settings for each individual [[Universal Tracking Application|applicationUTA]]* '''[[Workflows]]''': settings for each individual workflow* '''[[Custom Fields]]''': custom field settings. Will automatically select Tracking Applications module if selected.* '''[[Portal|Portals]]''': details of Portals configured against User Roles.
45. Choose Once the modules are selected click the [[Applications|application's]] ''Generate'Edit Paste''' [[Menu|menu]] (or press '''Control + V''')button. A design summary document will be downloaded to your local machine.
==See Also==
Smartstaff, administrator
4,478
edits

Navigation menu