As of the 4.4 release, Users can configure their uAchieve applications to their liking directly from the Dashboard. This level of customization is available with moving most of the properties (over 270!) from the .properties files into the database. See the list of new properties added in 4.4.2 here.
- Log in to a uAchieve application as an administrator
- Access the Admin area in one of two ways:
- From the Dashboard, click on the Admin wrench button ()
- From the Settings gear button () in the Dashboard's coral menu bar, select the drop-down option for Admin
The Administration Home page presents the hierarchy of the topics within Admin Help (along the left side in gray), along with several other functions:
- Search provides an empty search field for property labels or database names:
- Summary table of new configurations for each release (labels, descriptions, and linked pages)
- Hyperlink to CollegeSource documentation in the Support Center
The additional help features built into the Admin Help area are discussed below.
The Admin area of the Suite application is split into a gray sidebar (L) that dictates the extensive display of associated fields where configurations are made (R). Microhelp (onscreen help, ) is also available. Drill down into the sidebar sub-headings in the drop-downs to select a more specific area to perform customizations on. For example, accessing the customization fields for Email is illustrated below:
For ease of navigation, the hierarchy of the sidebar is loosely arranged by functional areas that correspond with uAchieve applications.
Jump to areas
The customization fields displayed on the right correlate to the sidebar selection on the left. Similar types of input that may be customized are grouped together in Admin Help: links, enable/disable features, and labels/text. Regardless of the type of customization field, many may be pre-populated with default text.
Some property fields may be denoted with icons indicating specific conditions pertaining to the property field of interest.
These icons are defined in a legend at the bottom of each category page in the Admin area of Dashboard:
* Required field
</> Special syntax required
Default overwritten (click directly on the button to view the Instcd and Value where the selected property has been overwritten)
Inputs into the customizable fields are validated as values are entered to ensure the correct type and amount of information is being entered. When the input is incorrect, red text appears beneath the field prompting the user to "Please enter a valid..." piece of information:
Links refer to designated hyperlink URLs.
Click the Reset to Default link to erase the field input and return it back to the pre-populated default setting.
Certain features may be enabled or disabled via a True/False toggle button.
Click the Reset to Default link to erase the field input and return it to the pre-populated default setting.
Labels and text refer to how certain on-screen aspects of the UI are referred to the user. For example, customize the "Staff Home Welcome Text" to your preferred verbiage in the text box:
will display as Welcome to the Home Page to staff users logged into the application.
The maximum character length Max length: allowed is listed below each field.
To conserve changes made to the customization fields, click the Save Changes button (). To cancel changes made to the customization fields before saving and return to the Admin Help home, click the Cancel button ().
To view changes saved in the Admin Help area, you must log out and then log back into the application.
Best Practice Recommendation
New tables for each property provide great detail on how settings were previously set versus how they are now made in 4.4, including the following:
- Where [what application(s)] is it used in?
- What is the description?
- What is the default setting, if any?
- What is the database name?
- Are there related properties I should be aware of?
- How can I customize this property?
Tables are accessible directly by page in the Support Center or via the "Find out more..." hyperlink at the bottom of the microhelp bubbles:
- Use the Search feature to find what you need, including a property label or database name:
Jump to Section
Click a box at the top of the page that represents a heading of interest to jump immediately to that section on the current page.
The microhelp is a small excerpt of in-app help pertaining to each field. Click the floating microhelp lightbulb button () at the bottom right:
Click the field's Close button () to exit the information panel view; the microhelp lightbulb will reappear.
View specific information about the selected field inside a microhelp bubble at the bottom of the page:
In the example above, the field for Email From is selected, as reflected in the microhelp information panel below that offers more details (e.g., definition, maximum characters)
|Closing the microhelp bubble () makes the microhelp lightbulb reappear.|
Configuring: Default Settings
If your institution has access, you may see a white box on the top of the sidebar–Configuring: Default Settings. This option is used by those institutions that have have more than one INSTCD so that they may switch between institutions and select a new one. For example, select the graduate college instead of the undergraduate college. Click the Switch Institution link and make an appropriate selection in the drop-down dialog box to switch to the institution of choice:
Properties may be configured for these different institution codes with few exceptions. The "default settings" are used across all InstCDs, and may be overwritten per InstCD.
Sidebar options are grouped according to functionality of the Suite applications your institution is licensed for, i.e., if you only have the uAchieve Planner installed then you will not see settings for creating exceptions. Categories on the sidebar may include:
- Plans & Roadmaps
- Student Profiles
- Transfer Evaluations
- Logging & Indexing
View the hierarchy of the sidebar by expanding the collapsed (by default) gray bars. Respective subcategories will display below each:
Selecting a general area from the gray sidebar (L) does not populate the customizations area (R).
- Select a general heading in the gray sidebar on the left by clicking directly on the name:
- The selected heading highlights in black:
- From the drop-down options, select any sub-heading in the white area:
- The selected sub-heading highlights in dark gray (this step generates the customization area on the right)
Below are the categories/subcategories in the left pane:
For help with troubleshooting errors when customizing database properties, see the error guide.