The System Settings
Overview
The system settings in the CAG Database is where the nitty-gritty setup and fine-tuning occur. While it may not be the most thrilling part of using the software, it's undeniably important for tailoring the system to your specific needs and preferences.
The owner settings
The system settings is where the owner, and chosen super admin, set the parameters for the system. The Owner is an important role within the CAG database, serving as the ultimate overseer and manager of the entire organisation. Typically, the owner is the person who initially created the organisation within the platform, but ownership can be transferred to another user if necessary.
The Owner holds authority over all aspects of the organisation, including all projects, groups, sub-groups, and activities. This role ensures that the organisation operates smoothly and that all elements within it are effectively managed and aligned with the overall goals.
In terms of the CAG hierarchy, the owner sits at the top, providing a bird's-eye view of the entire organisational structure. They are responsible for the overall management of the platform.
This structure enhances the ability to make high-level decisions, allocate resources efficiently, and oversee the progress and performance of various projects and groups within the organisation.
The owner's role is crucial in maintaining the integrity and functionality of the platform.
In the diagram below, the owner is highlighted to illustrate their overarching role and significance within the larger CAG database ecosystem.
stateDiagram-v2
classDef focus font-size:1.2em,font-weight:bold,stroke-width:3px;
project1: Project
project2: Project
group1: Group
group2: Group
group3: Sub-Group
group4: Group
group5: Sub-Group
activity1: Activity
activity2: Activity
activity3: Activity
activity4: Activity
activity5: Activity
activity6: Activity
activity7: Activity
[*] --> Owner
Owner --> project1
Owner --> project2
project1 --> group1
project1 --> group2
group2 --> group3
project2 --> group4
group4 --> group5
group1 --> activity1
group1 --> activity2
group1 --> activity3
group3 --> activity4
group4 --> activity5
group5 --> activity6
group5 --> activity7
class Owner, Owner focusWhat is "System Settings"?
The System Settings section encompasses a wide range of configurations, preferences and adjustments that govern how the CAG Database operates. From defining user permissions to customising workflow processes, the System Settings section provides the tools necessary to customise the software to align with your requirements.
Why System Settings Matter
While the System Settings section may not boast flashy visuals or immediate impact, they play a crucial role in ensuring the efficiency, accuracy and functionality of the CAG Database. System settings can be fine-tuned to suit your workflows and preferences.
Sections within System Settings
The System Settings section is divided into various sections, each dedicated to specific aspects of configuration and customisation.
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Activity Frequencies
Indicates how often an activity takes place.
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Activity Statuses
Show the current state or phase of an activity's operation.
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Activity Subtypes
Set up and define activities at a more granular level.
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Activity Types
Flag activities with a main type to assist in grouping and reporting.
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Contact Log Topics
Create different contact log topics to quickly identify the reasons for contact.
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Contact Methods
Set out the ways people can reach you, for easy reporting later.
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Document Policy Types
Categorising insurance documents uploaded against a group.
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Document Types
Classify different document policy types.
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Event Types
Specify the types that an event could be, for example skillshare or training.
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External Roles
Tag externals with specific types such as stakeholders, volunteers, partners, and more.
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Group Grant Statuses
Define the statuses within the small grants functionality.
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Group Roles
Flag individuals with specific types such as team leaders, volunteers, and more.
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Group Statuses
Fine-tune different group statuses.
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Group Task Statuses
Showcase where a task is at with different statuses.
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Group Types
Assign different group types responsible for various activities.
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Project Roles
Manage roles type and define their access permissions.
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Super Admins
Appoint users to the Super Admin role.
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Task List Templates
Create templates for checklists of tasks that need to be completed by groups.