Smartstaff, administrator
4,478
edits
Changes
no edit summary
==Manager Permissions - Enabling Arcadia==
The Manager Permissions allow for is the way to enable role based access to the Arcadia interface, whether as a default interface or as an optional interface that is interchangeable with the classic view.
* Go to Global Settings - Business and System Configuration, and click on '''Arcadia Settings''' hyperlink.
==My Portal menu - Enabling Access to My Portal icons from Arcadia interface==
Users in certain roles may already have access to the system via a portal interface, with a series of icons providing access to required information or functionality.
==Application - configuration of Arcadia Interface specific to UTA==
The Application section allows for configuration of the Arcadia Interface specific to any [[UTA]] available on that instance.
* A number of additional options are now exposed to the end-user:
:* KPI Settings - Configure KPI (Key Performance Index) for Arcadia under service pack testing. :* UTA Custom Fields - Create and manage custom fields for service pack testing that will appear on the Tools tab in Arcadia.:* Show Advanced Search - Allow Advanced Search functionality to be available to users in specific roles.
:* Level 1 Summary (matrix) Settings
:* Level 2 Summary (matrix) Settings
[[Image:ArcadiaUTAOptions.png]]
===KPI Settings===
The KPI Settings section allows the configuration of KPI (Key Performance Index) specific to the selected UTA.
* Click on the KPI Settings hyperlink.
[[Image:ArcadiaKPI1.png]]
* This launches the KPI Settings section.
[[Image:ArcadiaKPI2.png]]
* Click on the New option to start the creation of a new KPI.
[[Image:ArcadiaKPINew.png]]
* Populate the Name field with descriptive text appropriate for the KPI being created.
[[Image:ArcadiaKPILabel.png]]
* Select the Aggregation Method from the drop-down list. This controls how the data will be aggregated when presented via the KPI.
[[Image:ArcadiaKPIAggregate.png]]
* Select the Chart Type from the drop-down list. This controls the type of chart used to represent the data.
[[Image:ArcadiaKPIChart.png]]
* Populate the Display Order field with an appropriate numeric value. This will control the placement of the KPI on the screen, with lower display orders meaning that the KPI will appears closer to the start.
[[Image:ArcadiaKPIOrder.png]]
* Select the Aggregation Field from the drop-down list. The drop-down will display the [[Standard Fields]] and [[Custom Fields]] within the selected UTA that the raw data will be aggregated against.
[[Image:ArcadiaKPIField.png]]
* Size field defaults to a width of 180 pixels and a length of 100 pixels. These values can be overwritten as necessary.
[[Image:ArcadiaKPISize.png]]
* Click Save
* The KPI will now appear to the left of the screen in the list of available KPIs.
[[Image:ArcadiaKPISaved.png]]
* The KPI should now appear in the Arcadia interface for those roles with appropriate permissions.
[[Image:ArcadiaKPIInterface.png]]