Difference between revisions of "UTA Settings - General"

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(Application Settings)
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*Sub-Activity/Sub-Activities:
 
*Sub-Activity/Sub-Activities:
 
*Form/Forms:
 
*Form/Forms:
 
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<BR><BR>
 
==Application Settings==
 
==Application Settings==
 
[[Image:GeneralSettingsPage-ApplicationSettings.png|link==]]
 
[[Image:GeneralSettingsPage-ApplicationSettings.png|link==]]
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* '''Enable Content Management - Use Content Management features in this application''' -
 
* '''Enable Content Management - Use Content Management features in this application''' -
 
* '''Enable Aggregration - Use this application as a repository for all other UTAs''' -
 
* '''Enable Aggregration - Use this application as a repository for all other UTAs''' -
 
 
* '''Web Service Settings - Enable and manage Web service (SOAP) for grants''' -
 
* '''Web Service Settings - Enable and manage Web service (SOAP) for grants''' -
 
+
<BR><BR>
 
==Connectivity Settings==
 
==Connectivity Settings==
 
[[Image:GeneralSettingsPage-ConnectivitySettings.png|link==]]
 
[[Image:GeneralSettingsPage-ConnectivitySettings.png|link==]]
 +
* '''Is Shadow Application - This application is linked to another application''' -
 +
* '''Enable Data Exchange - Share application information with other instances of SmartSimple''' -
 +
* '''Enable UTA Connection as Receiver - UTAs can be linked to other UTAs''' -
 +
* '''UTA Connection Roles - Configure Grant connection roles''' -
 +
* '''UTA Provider Level 1 List View from GMS360° - Programs - Create and manage list view for UTA provider level 1''' -
 +
* '''UTA Provider Level 1 List View from GMS360° - Budgets - Create and manage list view for UTA provider level 1''' -
 +
  
 
==See Also==
 
==See Also==

Revision as of 09:19, 27 June 2013

UTASettingsTabs.png

The General Settings page of the UTA consists of several sections.

Terminology Settings

GeneralSettingsPage-TerminologySettings.png

Terminology Settings allow you to personalize the terminology used by your copy of SmartSimple.

  • Menu Name:
  • Title Bar Name:
  • Description:
  • Template/Templates:
  • Activity/Activities:
  • Sub-Activity/Sub-Activities:
  • Form/Forms:



Application Settings

GeneralSettingsPage-ApplicationSettings.png

  • Enable Activities - Use to specify that grants have activities -
  • Enable Level 3 Activities - Use to specify that activities have level 3 activities -
  • Enable Transactions - Add UTA transactions and attribute personal and organisation transactions -
  • Enable Invoicing - Use Invoicing features in this application -
  • Enable Professional Services - Use Professional Services features in this application -
  • Enable Auto Assignment - Assign people to entities at different level automatically -
  • Enable Contact Skill Matching - Use Contact Skill Matching features in this application -
  • Enable Content Management - Use Content Management features in this application -
  • Enable Aggregration - Use this application as a repository for all other UTAs -
  • Web Service Settings - Enable and manage Web service (SOAP) for grants -



Connectivity Settings

GeneralSettingsPage-ConnectivitySettings.png

  • Is Shadow Application - This application is linked to another application -
  • Enable Data Exchange - Share application information with other instances of SmartSimple -
  • Enable UTA Connection as Receiver - UTAs can be linked to other UTAs -
  • UTA Connection Roles - Configure Grant connection roles -
  • UTA Provider Level 1 List View from GMS360° - Programs - Create and manage list view for UTA provider level 1 -
  • UTA Provider Level 1 List View from GMS360° - Budgets - Create and manage list view for UTA provider level 1 -


See Also