Difference between revisions of "System Summary"

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(System Design Summary feature)
(System Design Summary feature)
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3. Click the '''System Design Summary''' link.
 
3. Click the '''System Design Summary''' link.
  
4. The New System Design Summary window appears, with option to select which modules to include in the system document. Options include:  
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4. The New System Design Summary window appears, with option to select which modules to include in the system document for General System or for specific UTAs. Options include:  
 
* '''[[Global Settings]]''': summary of Global Settings, including Data Policies and Security Matrices
 
* '''[[Global Settings]]''': summary of Global Settings, including Data Policies and Security Matrices
 
* '''[[Workflows]]''': settings for each individual workflow
 
* '''[[Workflows]]''': settings for each individual workflow

Revision as of 13:34, 17 August 2018

The system provides a number of ways of accessing information on the configuration details for an instance of SmartSimple.


System Summary feature

You can access a summary of the system settings through the System Summary feature.

To access System Summary use the following steps (you will need Global User Administrator permission to perform this task):

1. Click the menu icon and select Global Settings.

2. Stay within the System tab and scroll down to the System Log and Summary section.

3. Click the System Summary link.

The System Summary consists of six tabs:

  • Password Policy - displays the current password policies within the instance.
  • System Security - Displays all Manager Permissions and Restrictions in the first column and each user role as an additional column. The value "Yes" will be displayed in the intersection of the permission and the role indicates that a user in that role will have that permission or restriction.
  • Role Fields - Displays all custom fields associated with each role and the details of each field.
  • Company Fields - Displays all custom fields associated with each organization category and the details of each field.
  • Portal Shortcuts - Displays all shortcuts used in each role-based portal including the Icon used.
  • Notes Permissions - Displays all notes in the first column and each user role as an additional columns. The value "Yes" will be displayed in the intersection of the Note type and the role indicates that a user in that 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 the system settings through the System Design Summary feature.

To access System Design Summary use the following steps:

1. Click the menu icon and select Global Settings.

2. Stay within the System tab and scroll down to the System Log and Summary section.

3. Click the System Design Summary link.

4. The New System Design Summary window appears, with option to select which modules to include in the system document for General System or for specific UTAs. Options include:

  • Global Settings: summary of Global Settings, including Data Policies and Security Matrices
  • Workflows: settings for each individual workflow
  • Portals: details of Portals configured against User Roles.
  • Tracking Applications: settings for each individual UTA, including toggle option to indicate whether the summary should include Custom Fields.

5. Once the modules are selected click the Generate button. A design summary document will be downloaded to your local machine.

See Also