Smartstaff
2,091
edits
Changes
m
A hands-on step by step tutorial (workshop for day 0 attendees at the Boston 2023 Elevate).. The Universal Tracking Application (or UTA) is a customizable information and process management application within the SmartSimple Cloud system. Organizations like yours use the UTA (often several) UTAs to track and manage whatever is important. Your organization may use the SmartSimple Cloud Platform platform to handle Grantsgrants, Researchcases, Caseresearch, or Volunteer volunteer management, but your SmartSimple Cloud system is capable of tracking and managing much more. In this hands-on tutorial, we will walk through the basics of building a UTA from scratch and touch on some tools like the autoloader and reports.
→Part 1: How to Build a UTA
==Part 1: How to Build a UTA==
Let's start by defining what we want to track and manage using a sample scenario.
===Scenario===
===Getting Started===
Before we can build a UTA we need to have '''Global Administrator ''' privileges.
People who are part of the Day 0 hands on training will be provided with a URL and password to access a training instance created for you.
If you need assistance there will be people circulating to help. Flag someone over or raise your hand.
Connect to the wifi and log in to your temporary instance now. All the following instructions will be done in that instance of SmartSimple cloud.
===User Roles===
Before we create the UTA first we are going to create a user role for whoever will be the Administrator administrator of the UTA we are going to create.
Within your SmartSimple Cloud System you will have many people which we refer to as users.
||Status
|}
We have now enabled 7 Standard fields for our level 1 and changed the labels.
Move the options you no longer want to be selectable to the end of your list and wrap them in the ssRetiredOptions syntax:
<pre>;<ssRetiredOptions>old values</ssRetiredOptions>;</pre>
Make sure there is a semicolon ( ; ) before and after that syntax. This is preferred to removing the option as you can still retain values chosen and report on the data without allowing people to choose these options going forward..
# Click the “Save” button.
[[File:UTA-Security-Matrix.png|thumb|none|800px|An example of the '''<strong>Security Matrix''' </strong> setup for access and manager roles]]
Now users with the role of “IT Asset Tracker - Manager” can “add”, “edit”, “delete” and “assign” records. Users with the role of “IT Asset Tracker - Access” can only view records if they are selected in the “Owner” or “Person” fields.
# Click the level 1 tab called “Asset”
# Click the “Standard Fields” link
# Click the button called “Generate Display Order” top left under the breadcrumb <br />[[File:UTA-Generate-Display-Order.png|thumb|none|300px]]
# Click “Yes”