Category:System Management
From SmartWiki
This category contains articles related to system management.
Subcategories
This category has the following 3 subcategories, out of 3 total.
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U
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Pages in category ‘System Management’
The following 200 pages are in this category, out of 296 total.
(previous page) (next page)A
- Accessing the HCAI Settings Page
- Activating a Contact's Calendar
- Activating an Instance
- Activating Resume Searching in Applicant Tracking
- Activating Transactions within the UCI
- Adding an Applicant to a Folder
- Adding Custom Fields to an Applicant Profile
- Adding Statuses for Organizations and Contacts - Why?
- Administrator Interface
- Advanced Custom Fields
- Anti cross-site framing security
- Application Subscription Scope - SmartFolders
- Application Template Page
- Approaches to Filtering
- Assessment Actions/Activities
- Assessment Basic Information
- Assessment Concepts
- Assessment Details
- Assessment Filtering
- Assessment Statuses
- Assigned Resource Terminology
- Assigning a Resource Billing Rate to the Assignment
- Assigning a Team to a Project
- Assigning Indirect Company Costs
- Assigning Indirect Resource Costs
- Assigning Indirect Role Costs
- Assigning Materials or Equipment to a Task
- Assigning Resources to the Estimate
- Association Settings
B
C
- Calculate GST Function
- Changing the Assignment Status
- Changing the Status from a Web Page View
- Collaborative Case Management
- Company & Account Settings
- Company Relationship
- Configuration Error Log
- Configuration Menu
- Configuration mode
- Configure the OCF-21B Form Fields
- Configuring a SmartSimple Instance
- Configuring the Claimant Form
- Configuring the Practice Management Application - Overview
- Configuring the Time Tracking Manager Permission
- Configuring Time Tracking Settings
- Configuring Your Personal Settings in Referral Tracking
- Contact Management Features
- Contact Relationship Options
- Create an Activity from the Change Status Screen
- Creating a Budget from an Estimate
- Creating a Company Filter
- Creating a Competency Model in Applicant Tracking
- Creating a Contact Filter
- Creating a Custom Opportunity View
- Creating a Dashboard to Display a Set of Charts
- Creating a Lead Sign Up Page for your Web Site
- Creating a New Estimate
- Creating a New Lead Manually
- Creating a New SmartSimple Instance
- Creating a New Task
- Creating a Referral
- Creating a Referral Filter
- Creating a Role Based Interface
- Creating a Sample Job Page
- Creating a Single Step Workflow in Time Tracking
- Creating a Task List
- Creating a Universal Tracking Application
- Creating a User Centric Interface
- Creating an Organization Chart and Company Hierarchy
- Creating and Saving a Contact Filter
- Creating Associates/Associations
- Creating Campaigns for Incoming Leads
- Creating Custom Fields
- Creating Custom Static Pages
- Creating External Organisations and Contacts
- Creating Message Templates
- Creating Organisation Charts
- Creating People Relationships
- Creating Referrals
- Creating Roles in Applicant Tracking
- Current Billing Summary
D
- Data Loading & Backup
- Database Field Names
- Default User Settings
- Define the Specialties of the Evaluator
- Defining Lead Statuses
- Defining the Hiring Process
- Defining the Job/Project Estimate
- Display Level 3 Items Under Contact Profile
- DNS configuration - Dedicated SmartSimple Server
- Document Fields
- Document Management
- Documents Produced by the Practice Management System
- Does the Import Wizard do duplicate checking while importing?
- Duplicate Check Settings
- Dynamic Field Visibility Control
E
- Enable HCAI Integration
- Enabling a User as a Resource
- Enabling External Contact Access to SmartSimple
- Enabling Internet Search Services
- Enabling the People Search Features in the UCI
- Enter the HCAI Integration Account Information
- Entering a New Calendar Event
- Entity IDs
- Estimate Terminology
- External Concurrent User License
H
- HCAI Application Settings
- HCAI Overview
- HCAI Process Overview
- Health Professional Conducting the Examination
- Hide Assignment Search Tab
- How Calculated Custom Fields Work
- How do I reset someone's password?
- How do we track an individual associated with more than one organization: For example, is the CEO for one company and a board member at an alternate organization?
- How Job Assignments Work
- How the SmartSimple Support Desk Works
- How to create contacts with roles in portals?
- HTML Editor
I
- Import multiple contact/companies to uta objects
- Import Skills Process Overview
- Importing External Contacts
- Importing Leads
- Importing Organisation and Account Information
- Importing Organisation Records
- Instance-Based Anti Cross-site Framing Security - Why?
- Inter-organisation Collaboration
- Interfaces
- Internal User License
- Invoice Terminology
- Invoice UTA
L
M
- Making a Contact Visible as an Applicant
- Making an Applicant Visible as a Contact
- Manager Permissions - View All Jobs
- Managing Applicant Activities
- Managing Sales Activities
- Mapping the Level 1, 2, and 3 Fields
- Medical Case Management
- Menus and Roles
- Methods of Adding an Applicant to a Folder
- Modify the OCF-21B Web Page Field for HCAI Transmission
- Modifying your Personal Settings in Referral Tracking
- Moving Applicants between Folders
N
O
- ObjectSync
- Online Collaboration with Adjustors and Evaluators
- Open Level 2 Activity in New Window
- Opportunity Activities
- Opportunity Contacts
- Opportunity Filtering
- Opportunity Folders
- Organisation Hierarchy
- Organisations and People
- Organization hierarchy
- Other Assessment Information
- Overview of the Security Models
P
- People
- People Associated with Assessments
- Performing Referral Filtering
- Personal Settings
- Policy Field Sets and Policies
- Prior Assessment
- Profile Field Searching in Applicant Tracking
- Project Management Concepts
- Providing a Customized Hyperlink that Redirects the User to a Specific Record
- Providing Access to an Adjustor
- Purchase Order Terminology
R
- Read Only - Standard Fields
- Record Lock Feature Added when Modifying Contacts and Companies
- Record Lock Feature Added when Modifying Contacts and Companies - Why?
- Referral and Assessment Creation Process
- Referral and Assessment Filtering Overview
- Referral and Claimant Information
- Referral Concepts
- Referral Templates
- Registration with HCAI
- Repairing a System Table
- Reports Produced by the Practice Management System
- Research and Grants Management
- Resource Terminology
- Restrict Duplicate Check to Visible Folders
