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The terminology settings control the labels that you wish to associate with Level 1, 2, and 3 items. Once these items are set the [[Application|application]], including the configuration page, will be relabeled.
[[Image:Uta18.png]]
==Terminology Settings==
1. Set the terminology as shown below:
[[Image:Uta19.png]]
2. Click any of the '''Save''' buttons.
3. Review the '''Configuration''' page.
All references to Level 1 have been replaced with '''Contract''', and Level 2 references with '''Activity'''.
==Field Settings==
The field settings control the display of fields in two areas:
* The fields from the [[Application|application]] that should be displayed in the [[Workflows|Workflow]] List ([[Communications]], Workflow requests [[Menu|menu]]). This feature is only relevant if you attach a workflow to your [[Application|application]].
* The fields from the activity (Level 2) that should be displayed on the contact’s calendar from the activity. This feature is only applicable if you enable the “Enable Activity on Contact Calendar” check box in the '''Account & Contact''' settings.
[[Image:Uta20.png]]
==Setting Application Permissions==
The application now exists, but without the key components that will be required to make it operate successfully – Level 1 standard and [[Custom Field|custom fields]], Level 1 [[Template|templates]] and statuses.
1. Click the '''View Applications''' tab.
[[Image:Uta21.png]]
The [[Application|application]] name, [[Menu|menu]] name, and description are displayed. To return to the configuration screen you can click the '''Edit''' button.
In order to see the application in our current login session, you will need to refresh or reload the [[Browser|browser]].
2. '''Refresh''' or '''reload''' your [[Browser|browser]].
The application is displayed in the [[Applications]] menu.
[[Image:Uta22.png]]
3. Click on the '''application name''' in the [[Menu|menu]].
The application window is displayed.
[[Image:Uta23.png]]
This system has set the default for your view to the first tab. If you click on any other tab the system will remember the last tab viewed and always display the same tab the next time you access the application.
Six tabs are displayed below the application title bar.
* '''My Activities''' – This tab will list '''Level 2 activities''' where the current [[User|user]] is assigned. If you have not enabled Level 2 activities, this tab will not be displayed.
* '''Accounts''' – This tab lists all accounts in the current copy of [[SmartSimple]] (subject to permissions that have been previously established). This tab can be suppressed.
* '''Accounts''' – This tab lists all accounts in the current copy of [[SmartSimple]] (subject to permissions that have been previously established). This tab can also be suppressed.
* '''Contracts''' – This tab will display contracts (Level 1 item) and provide ability to create new contracts. Contracts can also be created directly from the account window as you enabled the '''New Contract''' on the '''New''', '''Account''' [[Menu|menu]].
* '''Activities''' – Display all activities (Level 2 items) across all contracts. If you have not enabled Level 2 activities, this tab will not be displayed.
* '''Reports''' – Access to the reporting features of [[SmartSimple]].
The current view is the standard view a [[User|user]] would see when accessing your application. The '''Settings''' tab, normally used to manage an application, is not displayed.
==Setting UTA Manager Permissions==
You need to enable a [[Manager Permissions|manager permission]] to see the '''Settings''' tab before you can configure the application any further.
1. Choose the [[Configuration Menu|Configuration]], [[Roles & Permissions]] menu.
2. Click the [[Manager Permissions]] link.
[[Image:Uta24.png]]
The UTA application permissions are displayed at the bottom of the permissions list. As with all other manager permissions within the system, each permission is associated with a specific [[Role|role]].
[[Image:Uta25.png]]
There are four permissions specific to each application you create.
* '''Manager Permission''' – This is indicated by the name of the application that you create, in this case, '''Contract Tracker'''.
* '''View Activity Only''' – This permission restricts access to the application to just the Level 2 activities associated with the logged in [[User|user]].
* '''Override Template Restriction''' – Later you will see that specific Level 1 [[Template|templates]] can be restricted to specific organisation units. For example, perhaps only people in the legal department can create '''Non-Disclosure''' agreements. This permission overrides the restriction.
* '''View Read Time History''' – Indicates which [[Role|role]] can see who looked at each Level 1 or Level 2 item.
3. Set the '''Contract Tracker Manager Permission''' to a [[Role|role]] that you are currently in.
4. Click the '''Save''' button.
5. Click on the '''application name''' in the [[Menu|menu]].
The settings tab is now displayed.
[[Image:Uta26.png]]
6. Click the '''Settings''' tab.
The [[Application]] settings are now displayed.
[[Image:Uta27.png]]
The application settings page is in addition to the configuration settings page that you previously used to create the application.
==Configuration verses Settings Pages==
You can move easily between the '''Settings''' page and the '''Configuration''' page.
1. Click the '''Application Configuration''' link.
The Application Configuration page is displayed.
[[Image:Uta28.png]]
2. Click the '''View Settings''' tab.
The Application Settings page is re-displayed.
The major difference between the two pages is the level of configuration possible.
* You cannot define the levels required or the terminology on the '''Settings''' page.
* You cannot define standard fields on the '''Settings''' page.
* You cannot define the templates or statuses on the '''Configuration''' page.
* You cannot define list views for data on the '''Configuration''' page.
* [[Custom Field|Custom fields]] can be defined from either page.
[[Category:Universal Tracking Application]][[Category:Applications]]
[[Image:Uta18.png]]
==Terminology Settings==
1. Set the terminology as shown below:
[[Image:Uta19.png]]
2. Click any of the '''Save''' buttons.
3. Review the '''Configuration''' page.
All references to Level 1 have been replaced with '''Contract''', and Level 2 references with '''Activity'''.
==Field Settings==
The field settings control the display of fields in two areas:
* The fields from the [[Application|application]] that should be displayed in the [[Workflows|Workflow]] List ([[Communications]], Workflow requests [[Menu|menu]]). This feature is only relevant if you attach a workflow to your [[Application|application]].
* The fields from the activity (Level 2) that should be displayed on the contact’s calendar from the activity. This feature is only applicable if you enable the “Enable Activity on Contact Calendar” check box in the '''Account & Contact''' settings.
[[Image:Uta20.png]]
==Setting Application Permissions==
The application now exists, but without the key components that will be required to make it operate successfully – Level 1 standard and [[Custom Field|custom fields]], Level 1 [[Template|templates]] and statuses.
1. Click the '''View Applications''' tab.
[[Image:Uta21.png]]
The [[Application|application]] name, [[Menu|menu]] name, and description are displayed. To return to the configuration screen you can click the '''Edit''' button.
In order to see the application in our current login session, you will need to refresh or reload the [[Browser|browser]].
2. '''Refresh''' or '''reload''' your [[Browser|browser]].
The application is displayed in the [[Applications]] menu.
[[Image:Uta22.png]]
3. Click on the '''application name''' in the [[Menu|menu]].
The application window is displayed.
[[Image:Uta23.png]]
This system has set the default for your view to the first tab. If you click on any other tab the system will remember the last tab viewed and always display the same tab the next time you access the application.
Six tabs are displayed below the application title bar.
* '''My Activities''' – This tab will list '''Level 2 activities''' where the current [[User|user]] is assigned. If you have not enabled Level 2 activities, this tab will not be displayed.
* '''Accounts''' – This tab lists all accounts in the current copy of [[SmartSimple]] (subject to permissions that have been previously established). This tab can be suppressed.
* '''Accounts''' – This tab lists all accounts in the current copy of [[SmartSimple]] (subject to permissions that have been previously established). This tab can also be suppressed.
* '''Contracts''' – This tab will display contracts (Level 1 item) and provide ability to create new contracts. Contracts can also be created directly from the account window as you enabled the '''New Contract''' on the '''New''', '''Account''' [[Menu|menu]].
* '''Activities''' – Display all activities (Level 2 items) across all contracts. If you have not enabled Level 2 activities, this tab will not be displayed.
* '''Reports''' – Access to the reporting features of [[SmartSimple]].
The current view is the standard view a [[User|user]] would see when accessing your application. The '''Settings''' tab, normally used to manage an application, is not displayed.
==Setting UTA Manager Permissions==
You need to enable a [[Manager Permissions|manager permission]] to see the '''Settings''' tab before you can configure the application any further.
1. Choose the [[Configuration Menu|Configuration]], [[Roles & Permissions]] menu.
2. Click the [[Manager Permissions]] link.
[[Image:Uta24.png]]
The UTA application permissions are displayed at the bottom of the permissions list. As with all other manager permissions within the system, each permission is associated with a specific [[Role|role]].
[[Image:Uta25.png]]
There are four permissions specific to each application you create.
* '''Manager Permission''' – This is indicated by the name of the application that you create, in this case, '''Contract Tracker'''.
* '''View Activity Only''' – This permission restricts access to the application to just the Level 2 activities associated with the logged in [[User|user]].
* '''Override Template Restriction''' – Later you will see that specific Level 1 [[Template|templates]] can be restricted to specific organisation units. For example, perhaps only people in the legal department can create '''Non-Disclosure''' agreements. This permission overrides the restriction.
* '''View Read Time History''' – Indicates which [[Role|role]] can see who looked at each Level 1 or Level 2 item.
3. Set the '''Contract Tracker Manager Permission''' to a [[Role|role]] that you are currently in.
4. Click the '''Save''' button.
5. Click on the '''application name''' in the [[Menu|menu]].
The settings tab is now displayed.
[[Image:Uta26.png]]
6. Click the '''Settings''' tab.
The [[Application]] settings are now displayed.
[[Image:Uta27.png]]
The application settings page is in addition to the configuration settings page that you previously used to create the application.
==Configuration verses Settings Pages==
You can move easily between the '''Settings''' page and the '''Configuration''' page.
1. Click the '''Application Configuration''' link.
The Application Configuration page is displayed.
[[Image:Uta28.png]]
2. Click the '''View Settings''' tab.
The Application Settings page is re-displayed.
The major difference between the two pages is the level of configuration possible.
* You cannot define the levels required or the terminology on the '''Settings''' page.
* You cannot define standard fields on the '''Settings''' page.
* You cannot define the templates or statuses on the '''Configuration''' page.
* You cannot define list views for data on the '''Configuration''' page.
* [[Custom Field|Custom fields]] can be defined from either page.
[[Category:Universal Tracking Application]][[Category:Applications]]
