Changes

Jump to: navigation, search

System Summary

618 bytes added, 20:36, 27 June 2019
no edit summary
The system provides =Overview= The '''System Log and Summary '''is helpful for providing a number of ways of accessing information on the configuration details for an [[Instance|instance]] of [[SmartSimple]].   =How to Access the System Log and Summary= '''Note: '''In order to access this part of the system, you must have [[Global User Administrator|System Administrator]] assigned as a [[User Role|role]].  1. Click the 9-square menu icon on the top right of your page. :: {{Icon-Menu}}  2. Under the heading '''Configuration, '''select '''Global Settings. ''' :: [[File:Global settings system.png|300px|border]] 3. On the first tab (labelled '''System'''), scroll down until you see the heading '''System Log and Summary: ''' :: [[File:System log and summary.png|450px|border]] 
=System Summary feature=
 You can access a summary of the system settings through the '''System Summary''' feature.
To access '''System Summary''' use the following steps (you will need {{GUA}} permission to perform this task):
3. Click the '''System Summary''' link.
The '''System Summary''' consists of six tabs:
* '''[[Password Policy]]''' - displays the current [[Password|password]] policies within the [[Instance|instance]]. * '''System Security''' - Displays all [[Manager Permissions]] and Restrictions in the first column and each [[User|user]] [[Role|role]] as an additional column. The value "Yes" will be displayed in the intersection of the permission and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have that permission or restriction. * '''[[Role]] Fields''' - Displays all [[Custom Fields|custom fields]] associated with each [[Role|role]] and the details of each field. * '''Company Fields''' - Displays all [[Custom Fields|custom fields]] associated with each organization category and the details of each field. * '''[[Portal]] Shortcuts''' - Displays all shortcuts used in each [[Role|role]]-based [[Portal|portal]] including the Icon used. * '''[[Notes Permissions]]''' - Displays all notes in the first column and each [[User|user]] [[Role|role]] as an additional columns. The value "Yes" will be displayed in the intersection of the '''Note''' type and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have permission to use that note type.
* '''User Mode''' - Displays User mode options and allows for the feature to be switched off and on for the current user. Options include:
:** Translation Audit Mode: when enabled will highlight those areas of the system that are not going through SmartSimple's language translator tool :** Developer Mode: when activated any system changes made by a particular user are logged and can be ported to the production server. 
=System Design Summary feature=
=System Design Summary feature= Users can generate a word document that provides a summary of the system settings through the '''System Design Summary''' feature.
To access '''System Design Summary''' use the following steps:
3. Click the '''System Design Summary''' link.
4. The New System Design Summary window appears, with option to select which modules to include in the system document for General System or for specific UTAs. Options include: * '''[[Global Settings]]''': summary of Global Settings, including Data Policies and Security Matrices* '''[[Workflows]]''': settings for each individual workflow* '''[[Portal|Portals]]''': details of Portals configured against User Roles. * '''Tracking Applications''': settings for each individual [[Universal Tracking Application|UTA]], including toggle option to indicate whether the summary should include [[Custom Fields]].
** '''[[Global Settings]]''': summary of Global Settings, including Data Policies and Security Matrices** '''[[Workflows]]''': settings for each individual workflow** '''[[Portal|Portals]]''': details of Portals configured against User Roles.** '''Tracking Applications''': settings for each individual [[Universal Tracking Application|UTA]], including toggle option to indicate whether the summary should include [[Custom Fields]].5. Once the modules are selected click the '''Generate''' button. A design summary document will be downloaded to your local machine.
==See Also==
** [[Manager Permissions]] 
[[Category:Global Settings]][[Category:System Management]][[Category:System Auditing]]
2,299
edits

Navigation menu