UTA Settings - General

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Revision as of 15:10, 27 June 2013 by Arthur Lathrop (talk | contribs) (Terminology Settings)

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UTASettingsTabs.png

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

Terminology Settings

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

  • Menu Name: The application name that will display on the left navigation bar.
  • Title Bar Name: The name that will display at the top Title Bar when application is open.
  • Description: Text that allows you to describe your application.
  • Template/Templates: Nomenclature for singular and plural references to Level 1s.
  • Activity/Activities: Nomenclature for singular and plural references to Level 2s.
  • Sub-Activity/Sub-Activities: Nomenclature for singular and plural references to Level 3s.
  • Form/Forms: Nomenclature for singular and plural references to Forms.



Application Settings

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  • 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

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  • 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