Category:Applications

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This category contains articles related to various applications in SmartSimple.

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Articles in category "Applications"

There are 200 articles in this category.

A Accessing Job Costing and Setting the Defaults Accessing Level 1 from Other Screens Accessing Reports in Microsoft Excel Accessing SmartSimple Applicant Tracking Accessing the Current Date in a Report Account Assignment Role Settings Activating Level 3 Adding Applicant Profile Details and Skills Adding Assessments to Referrals Adding Custom Fields to Company and Contact Information Adding Custom Fields to the Level 2 Entity Adding Evaluators to the System Adding Fields to a Report Adding Job Skills Adding Level 2 Items Adding Medical Documentation to the Referral Adding Non-People Resources Adding Notes in Referral Tracking Adding Questions to the Job Adding Registration Questions Adding Scored Questions to a Web Form Adding Standard and Custom Fields to Level 1 Adding Web Form Results Tab to the Result Template Adding a Chart to the Pin Board Adding a Global Dimension to a Form Adding a Purchase Order and an Invoice Adding a Step to a Request for Comment Workflow Adding a Task Billing Rate Adding a Workflow Task in an Acknowledgment Workflow Adding an Applicant Resume Additional Referral Information Applicant Folders and Signup pages Applicant Tracking Email Template Variables Application Scope Permissions Application Subscription Scope - SmartFolders Applications Assessment Actions/Activities Assessment Basic Information Assessment Concepts Assessment Details Assessment Filtering Assessment Statuses Assessment Types Assigned Resource Terminology Assigning Indirect Company Costs Assigning Indirect Resource Costs Assigning Indirect Role Costs Assigning Materials or Equipment to a Task Assigning Multiple Reports to a Role Assigning Resources to the Estimate Assigning a Report to Multiple Roles Assigning a Resource Billing Rate to the Assignment Assigning a Team to a Project Attaching a Request for Comment Workflow to an Object Attaching a Web Form to an Event Attaching an Acknowledgment Workflow to an Object B Basic Referral Details Benefits Under Examination Benefits of a Shadow Application Billable Projects Broadcasting using a Filter Budget Task Level Budget Terminology Building Sub-Reports C Calculating Information between Levels Changing Your Password in Referral Tracking

C cont. Changing the Assignment Status Changing the Column Display Order in a Report Changing the Default End Date Changing the Sorting Order in a Report Check Out File Icon Collaborative Case Management Completing a Request for Comment Workflow Completing a Scored Form Completing a Web Form on behalf of a Contact Completing an Acknowledgment Workflow Completing an Anonymous Web Form Completion Forecast Configuring SmartDoc and Setting the User Options Configuring Templates and Statuses in a Shadow Application Configuring Time Tracking Settings Configuring Your Personal Settings in Referral Tracking Configuring a Receiving Instance Configuring the Level 2 Entity Configuring the Time Tracking Manager Permission Converting a Lead to an Account and a Contact Copying a Report Copying an Estimate and Adding Billing Information - Overview Creating Applicant Filters Creating Assignment Stages/Statuses Creating Charts and Dashboards - Overview Creating Global Measures Creating Job Pages Creating Job Templates and Statuses Creating Level 1 Statuses Creating Opportunities Creating Opportunity Templates and Statuses Creating Referrals Creating Skill Measures in Applicant Tracking Creating Summary Reports Creating a Budget from an Estimate Creating a Company Filter Creating a Competency Model in Applicant Tracking Creating a Custom Opportunity View Creating a Dashboard to Display a Set of Charts Creating a Description in a Job Creating a Form for Event Registration Creating a Job Requisition Creating a Level One Workflow Creating a Level Two Workflow Creating a New Estimate Creating a New Task Creating a Public Calendar and Adding an Event Creating a Public – Internet Enabled Report Creating a Referral Creating a Referral Filter Creating a Report that is Branch, User or Branch Hierarchy Specific Creating a Request for Comment Workflow Creating a Sample Job Page Creating a Single Step Workflow Creating a Single Step Workflow in Time Tracking Creating a Sub-Folder Creating a Task List Creating a Universal Tracking Application Creating a Web Form Creating a Web Form as an Assessment Creating an Applicant Filter Creating an Applicant Signup Page Creating an Applicant through a Profile Page Creating an Export Specification Creating an Organization Chart and Company Hierarchy Creating and Enabling a Shadow Application Creating and Saving a Contact Filter

C cont. Creating the Level 2 Types Current Billing Summary Custom Fields UTA Status Permissions D Define the Level 2 list view Define the Specialties of the Evaluator Defining Level 2 Status Defining the Hiring Process Defining the Job/Project Estimate Deleting Files from SmartFolders Determining the Application Tabs Displayed to the User Determining the Level 1 Tabs Displayed to the User Document Fields Documents Produced by the Practice Management System Downloading Files from SmartFolders E Editing Files in SmartFolders Emailing Restrictions (via Roles, Email Broadcast, UTA) Enabling Viewer Logs Enabling Workflows in the UTA Enabling a User as a Resource Enabling the Security Matrix Entity and Instance Estimate Terminology Exporting Companies and Contacts Exporting Reports - Overview Exporting a Report to Excel F Field Searching Finding and Filtering Applicants Folder Content and Setting Views Folder Security G Getting Started with Applicant Tracking Getting Started with Reports and Dashboards Getting Started with Sales Tracking Getting Started with the Universal Tracking Application Government Forms and Reports H HTML Templates for Applicant Sign-Up Pages Health Professional Conducting the Examination How Job Assignments Work How Leads Work I Import Skills Process Overview Importing Leads Increasing SmartFolder Storage Limits Installing the SmartDoc Template and Determining the Correct Folder Integrating Email with the UTA Invoice Terminology Invoice UTA L Letters Produced at the Referral Level Level 1 List View Level 1 Standard Field Features Level 1 Templates Level 1 and Level 2 Entity Settings Links used within the Jobs and Sign-Up Pages Locating the Insurance Company in Referral Tracking M Making a Contact Visible as an Applicant Making an Applicant Visible as a Contact Manager Permission – Reports and Dashboards Managing Applicant Activities Managing Sales Activities Medical Case Management Methods for Showing Web Form Results Methods of Adding an Applicant to a Folder Methods of Exchanging Information between Instances Methods that People can use to Complete a Web Form Modifying the Project List View and Searching Data Modifying your Personal Settings in Referral Tracking Moving Applicants between Folders N Notes on Lead Ownership Notes on Unpacking

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