Connectivity settings in the Connectivity tab of the Universal Tracking Application (UTA)/module Configuration Settings cover connections, data exchange, transactions, publications, and service integrations.
Connection Settings
The Connectivity tab controls how this UTA/module shares and receives data from other UTA/modules and SmartSimple instances.
UTA/Module Connection as Provider
When Enable UTA Connection as Provider is toggled on, Level 1 and Level 2 records in this UTA/module can be linked to records in other UTA/modules as a parent, or provider. The following fields become available.
| Setting | Description |
|---|---|
| Level 1 Connections/Level 2 Connections | Configure which records in this UTA/module are available as providers, based on status and type criteria. |
| Consumer Creation Buttons | Create buttons on the provider record's list view that allow users to create consumer records in a linked UTA/module. |
| Association Based Consumer Creation Buttons | Consumer creation buttons that pre-populate fields based on the provider's existing contact or organization associations. |
| Consumer Creation Formulas | Define formulas executed when a consumer record is created via a consumer creation button. |
| Assignment Module | Configure assignment grids, reminders, and declaration buttons for managing provider-consumer assignments. |
| Activity Consolidation | Configure settings for consolidating Level 3 Activities into new Level 2 records. |
| Consumer List Views | Configure how records from consumer UTA/modules are displayed on this UTA/module's records (Level 1 and Level 2 perspectives, for each linked consumer UTA/module). |
UTA/Module Connection as Consumer
When Enable UTA Connection as Consumer is toggled on, Level 1 and Level 2 records in this UTA/module can be linked to provider records in other UTA/modules as a child, or consumer. The following fields become available.
| Setting | Description |
|---|---|
| Connection Roles | Define roles available for consumer/provider relationships. |
| Provider List Views | Configure how records from the provider UTA/module are displayed on this UTA/module's consumer records. |
Classic Data Exchange Settings
When Enable Classic Data Exchange is toggled on, the following fields configure SmartSimple's legacy XML-based data exchange between instances.
| Setting | Description |
|---|---|
| Sending To List/Receiving From List | Configure the external SmartSimple instances this UTA/module exchanges data with. |
| Activity Export List View | Define fields included in Level 2 exports. |
| Outgoing Packages/Classic Data Exchange Queue | Review and manage pending and completed exchange packages. |
| Batch Data Exchange (Classic) | Bulk-export Level 1 records via the classic exchange mechanism. |
| Enable HCAI Integration | Enables submission through the SmartSimple Healthcare Access Improvement (HCAI) Gateway (healthcare-specific). |
| Disable Transfer Security | Allows records to be transferred to instances other than the designated sending instance. Use with caution. |
| Automatically Unpack Incoming Packages | Incoming exchange packages are unpacked automatically upon receipt. |
| Send To Label/Receive From Label | Customize display labels for send/receive actions. |
| Unpack Acknowledgement Field | A custom field updated to acknowledge when an incoming package has been unpacked. |
| Status Allowed to Export | Which statuses make a Level 1 record eligible for export. |
| Status Forced to Export | Which statuses automatically trigger export. |
Data Exchange Settings
The following fields configure modern Data Exchange import and export options for this UTA/module.
| Setting | Description |
|---|---|
| Export Settings | Manage modern Data Exchange export options for this UTA/module. |
| Import Settings | Manage modern Data Exchange import options for this UTA/module. |
Transaction Settings
When Enable Transactions is toggled on, the following fields define transaction types available at the Level 1 and Level 2 record levels.
| Setting | Description |
|---|---|
| Level 1 Transaction Type | Define transaction types available at the Level 1 record level. |
| Level 2 Transaction Type | Define transaction types available at the Level 2 record level. |
Publication Settings
The following fields link Level 1 and Level 2 records to external research publication databases.
| Setting | Description |
|---|---|
| Publication Service | Select the external database service to integrate with. For example, National Center for Biotechnology Information (NCBI) PubMed, Web of Science, or SCOPUS. |
| Database Options | Select which databases within the chosen service are searchable. For example, PubMed, PMC, Protein, Nucleotide. |
| Role Permissions | Specify which roles can access the publication search feature. |
| Enable Publication for Level 1 / Level 2 | Toggle publication search availability at each entity level. Reveals field mapping configuration for linking publication search results to record fields. |
Service Settings
The following fields configure external service integrations available for this UTA/module.
| Setting | Description |
|---|---|
| Web Services | Enable and configure SOAP-based web service integration for Level 1 records. |
| Payment Forms | Manage payment form integrations associated with this UTA/module. |
| Grants.gov Integration | Allows users to search and download grant opportunities from Grants.gov within SmartSimple. |