2,299
edits
Changes
no edit summary
{{Deprecated}}
If you wish to use the UCI to create a community of people you can enable the '''Network tab''' – '''Tab 3''' and provide the [[User|user]] with the ability to subscribe to different interest groups and locate other [[User|users]] in those groups.
This feature takes advantage of the [[Applicant Tracking]] [[Application]] within the [[SmartSimple]] framework. The applicant folders within that [[Application|application]] are used to store the [[User|user’s]] group affiliations.
=Activating the Applicant Tracking Application to enable User Groups=
In this section you will activate the [[Applicant Tracking]] [[Application]], solely for the purpose of access to the folders feature. Two steps are required:
* Activating the [[Application|application]].
* Setting the manager permission.
=Creating Folders=
1. Click the [[Configuration Menu|Configuration]], [[User Centric Interface]] [[Menu|menu]].
[[Image:Ciu37.png]]
2. Click the '''Folders''' link.
[[Image:Ciu38.png]]
No folders currently exist.
[[Image:Ciu39.png]]
4. Set the '''Folder Name''' to '''Project Management'''.
[[Image:Ciu40.png]]
7. Click the '''Save''' button.
[[Image:Ciu41.png]]
You will now return to the UCI and enable '''Tab 3''' the networking tab.
=Setting up Tab 3 to access Folders=
1. Choose the [[Configuration Menu|Configuration]], [[User Centric Interface]] [[Menu|menu]].
[[Image:Ciu42.png]]
4. Set the '''Tab 3 name''' to '''Network'''.
[[Image:Ciu43.png]]
6. Click the '''Search Configuration''' link.
=Search Configuration Page Sections=
This page consists of five sections.
===People Folders===
[[Image:Ciu44.png]]
* Select the folders that you wish [[User|users]] of the interface to be able to subscribe to.
===Search Field Mapping===
[[Image:Ciu45.png]]
* Choose the field that you wish the [[User|user]] to be able to search for other [[User|users]] and set the label for each field.
* You can specify standard, [[Custom Fields|custom]] and transaction based fields for searching.
===Field List===
[[Image:Ciu46.png]]
* Provides a list of fields that can be used in the '''Search People''' feature to populate the '''People List''' template and the '''People Details''' template.
===People List Template===
[[Image:Ciu47.png]]
===People Details Template===
[[Image:Ciu48.png]]
* The fields and HTML formatting used to define the look of individual [[User|user]] details displayed when the [[User|users]] click on a link in the '''People''' List.
[[Image:Ciu49.png]]
2. Set the search fields as shown below.
[[Image:Ciu50.png]]
3. Set the '''People List Template''' as shown below.
[[Image:Ciu51.png]]
4. Set the '''People Details Template''' as shown below.
[[Image:Ciu52.png]]
5. Click the '''Save''' button.
=Reviewing the Searching Feature=
1. Switch to the '''UCI Interface'''.
[[Image:Ciu53.png]]
3. Click the '''Network''' tab.
[[Image:Ciu54.png]]
* The '''Search''' options consists of the '''Search All Fields''' option – to search any field the [[User|user]] is permissioned to see plus the fields that you selected for searching, first name, last name and school.
[[Image:Ciu55.png]]
5. Select '''both groups'''.
[[Image:Ciu56.png]]
9. Click the '''Search''' button.
[[Image:Ciu57.png]]
The link field to display the '''People Details Template''' is set to the last name field.
[[Image:Ciu58.png]]
11. Click the '''Logout''' button.
=Other Features of the UCIF=
In addition to the features discussed in this article the UCI can be used in conjunction with the [[Universal Tracking Application]] to status and update projects. This work is performed through:
* '''Tab 4''' provides access to the UTA level 1 items.
* The [[User|user’s]] [[Personal Transaction]] – if it is appropriate to link these types of transactions to UTA level 1 items.
[[Category:System Management]][[Category:User Centric Interface]]