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==Level 1 Entity Settings==
[[Image:Uta6.png]]
The [[Level 1 Entity]] will consist of:
* Standard fields relabeled to suit the [[Application|application]].
* [[Custom Field|Custom fields]] that will be associated with all Level 1 items.
* An optional '''Calendar''' to display the Level 2 activities associated with the Level 1 item.
* An optional '''Reader Log''' that will track every time a [[User|user]] displays the Level 1 item and the amount of time that they reviewed that item.
This is a privacy audit feature that can be enabled in sensitive [[Applications|applications]]. The user will not be aware of the item. This feature is used in conjunction with the [[Manager Permissions|Manager Permission]] – '''View Reader Log'''.
<u>'''Enabling Level 1 Entity Settings'''</u>
1. Click the '''Enable Calendar''' check box.
2. Click the '''Enable Reader Log'''.
3. Click any of the '''Save''' buttons.
[[Image:Uta7.png]]
==Level 2 Entity Settings==
[[Image:Uta8.png]]
The Level 2 entity will consist of:
* '''Standard fields''' relabeled to suit the [[Application|application]].
* '''Custom fields''' that will be associated with all Level 1 items.
* '''Inherit Custom Fields''' – Provides the ability to create Level 2 item [[Custom Field|custom fields]] that are only available based on the selected Level 1 [[Template|template]].
* '''Level 1 Contact Assignments''' – Restrict the people that can be associated with a Level 2 activity to only those associated with the Level 1 item.
* '''Auto Assign People''' – Automatically assign people associated with the Level 1 item to all Level 2 activities.
* An optional '''Reader Log''' that will track every time a [[User|user]] displays the Level 2 item and the amount of time that they review that item. This is a privacy audit feature that can be enabled in sensitive applications. The [[User|user]] will not be aware of the item. This feature is used in conjunction with the [[Manager Permissions|Manager Permission]] – View Reader Log.
<u>'''Enabling Level 2 Entity Settings'''</u>
1. Click the '''Level 1 Contact Assignment''' check box.
2. Click the '''Enable Reader Log'''.
3. Click any of the '''Save''' buttons.
[[Image:Uta9.png]]
==Access Role Settings==
You use the '''Access Role''' settings to select the [[User|user]] roles that you wish to access the application. All user [[Role|roles]] defined within the system will be displayed in this area.
[[Image:Uta10.png]]
The list of roles will vary depending on the number of [[Role|roles]] previously defined in the system.
Unlike the built-in [[SmartSimple]] applications, the UTA only uses roles to control overall access to the [[Application|application]], and does not use hierarchical security of other parts of the system.
If you wish to give a [[Role|role]] access to the application, but also control what they can do, you can use the '''security matrix''' and/or '''field level''' security and/or a '''shadow application''' to control access.
<u>'''Enabling Access Roles'''</u>
1. Choose the [[Role|roles]] that you wish to have access to the application.
2. Click any of the '''Save''' buttons.
[[Image:Uta11.png]]
==Contact Assignment Role Settings==
Contact Assignment Role Settings determine the [[Role|roles]] that can be assigned to people participating within a [[Level 1 Entity]].
[[Image:Uta12.png]]
You may sometimes need to add additional [[Role|roles]] to your copy of [[SmartSimple]] specifically to reflect people’s engagement with these types of [[Entity|entities]]. For example, giving someone the role of '''Reviewer''' may only make sense in the context of a [[Level 1 Entity]] that requires a review process.
<u>'''Enabling Contact Assignment Role Setting'''</u>
1. Choose the [[Role|roles]] that you wish to use when assigning a contact to a [[Level 1 Entity]].
2. Click any of the '''Save''' buttons.
[[Category:Universal Tracking Application]][[Category:Applications]]
[[Image:Uta6.png]]
The [[Level 1 Entity]] will consist of:
* Standard fields relabeled to suit the [[Application|application]].
* [[Custom Field|Custom fields]] that will be associated with all Level 1 items.
* An optional '''Calendar''' to display the Level 2 activities associated with the Level 1 item.
* An optional '''Reader Log''' that will track every time a [[User|user]] displays the Level 1 item and the amount of time that they reviewed that item.
This is a privacy audit feature that can be enabled in sensitive [[Applications|applications]]. The user will not be aware of the item. This feature is used in conjunction with the [[Manager Permissions|Manager Permission]] – '''View Reader Log'''.
<u>'''Enabling Level 1 Entity Settings'''</u>
1. Click the '''Enable Calendar''' check box.
2. Click the '''Enable Reader Log'''.
3. Click any of the '''Save''' buttons.
[[Image:Uta7.png]]
==Level 2 Entity Settings==
[[Image:Uta8.png]]
The Level 2 entity will consist of:
* '''Standard fields''' relabeled to suit the [[Application|application]].
* '''Custom fields''' that will be associated with all Level 1 items.
* '''Inherit Custom Fields''' – Provides the ability to create Level 2 item [[Custom Field|custom fields]] that are only available based on the selected Level 1 [[Template|template]].
* '''Level 1 Contact Assignments''' – Restrict the people that can be associated with a Level 2 activity to only those associated with the Level 1 item.
* '''Auto Assign People''' – Automatically assign people associated with the Level 1 item to all Level 2 activities.
* An optional '''Reader Log''' that will track every time a [[User|user]] displays the Level 2 item and the amount of time that they review that item. This is a privacy audit feature that can be enabled in sensitive applications. The [[User|user]] will not be aware of the item. This feature is used in conjunction with the [[Manager Permissions|Manager Permission]] – View Reader Log.
<u>'''Enabling Level 2 Entity Settings'''</u>
1. Click the '''Level 1 Contact Assignment''' check box.
2. Click the '''Enable Reader Log'''.
3. Click any of the '''Save''' buttons.
[[Image:Uta9.png]]
==Access Role Settings==
You use the '''Access Role''' settings to select the [[User|user]] roles that you wish to access the application. All user [[Role|roles]] defined within the system will be displayed in this area.
[[Image:Uta10.png]]
The list of roles will vary depending on the number of [[Role|roles]] previously defined in the system.
Unlike the built-in [[SmartSimple]] applications, the UTA only uses roles to control overall access to the [[Application|application]], and does not use hierarchical security of other parts of the system.
If you wish to give a [[Role|role]] access to the application, but also control what they can do, you can use the '''security matrix''' and/or '''field level''' security and/or a '''shadow application''' to control access.
<u>'''Enabling Access Roles'''</u>
1. Choose the [[Role|roles]] that you wish to have access to the application.
2. Click any of the '''Save''' buttons.
[[Image:Uta11.png]]
==Contact Assignment Role Settings==
Contact Assignment Role Settings determine the [[Role|roles]] that can be assigned to people participating within a [[Level 1 Entity]].
[[Image:Uta12.png]]
You may sometimes need to add additional [[Role|roles]] to your copy of [[SmartSimple]] specifically to reflect people’s engagement with these types of [[Entity|entities]]. For example, giving someone the role of '''Reviewer''' may only make sense in the context of a [[Level 1 Entity]] that requires a review process.
<u>'''Enabling Contact Assignment Role Setting'''</u>
1. Choose the [[Role|roles]] that you wish to use when assigning a contact to a [[Level 1 Entity]].
2. Click any of the '''Save''' buttons.
[[Category:Universal Tracking Application]][[Category:Applications]]
