Installation Options

Select Admin Menu > Installation Options > Installation Options - Framework and the Algorithms tab to review or enter the algorithms that should be evoked when a given event occurs.

The grid contains Algorithms that control important functions in the system. You must define the following for each algorithm:

Specify the System Event with which the algorithm is associated (see the table that follows for a description of all possible events).
Specify the Sequence Number and Algorithm for each system event. You can set the Sequence Number to 10 unless you have a System Event that has multiple Algorithms. In this case, you need to tell the system the Sequence in which they should execute.

CAUTION:

These algorithms are typically significant processes. The absence of an algorithm might prevent the system from operating correctly.

The following table describes each System Event.

System Event	Optional / Required	Description
Geocoding Service	Optional	Algorithms of this type use Oracle Locator to retrieve latitude and longitude coordinates using address information. Click here to see the algorithm types available for this system event.
Global Context	Optional	Algorithms of this type are called whenever the value of one of the global context fields is changed. Algorithms of this type are responsible for populating other global context values based on the new value of the field that was changed. Refer to Global Context Overview for more information. Click here to see the algorithm types available for this system event.
Next To Do Assignment	Optional	This type of algorithm is used to find the next To Do entry a user should work on. It is called from the Current To Do dashboard zone when the user ask for the next assignment. Click here to see the algorithm types available for this system event.
Reporting Tool	Optional	If your installation has integrated with a third party reporting tool, you may wish to allow your users to submit reports on-line using report submission or to review report history online. This algorithm is used by the two on-line reporting pages to properly invoke the reporting tool from within the system. Click here to see the algorithm types available for this system event.
SMS Receive Service	Optional	This type of algorithm is used to provide SMS receive service. Only one algorithm of this type should be plugged in. Click here to see the algorithm types available for this system event.
SMS Send Service	Optional	This type of algorithm is used to provide SMS send service. If your installation has integrated with a third-party SMS service, you may want to override this with your own implementation. Only one algorithm of this type should be plugged in. Click here to see the algorithm types available for this system event.
To Do Information	Optional	We use the term To Do information to describe the basic information that appears throughout the system to describe a To Do entry. Plug an algorithm into this spot to override the system default "To Do information". Click here to see the algorithm types available for this system event.
To Do Pre-creation	Optional	These types of algorithms are called when a To Do entry is being added. Click here to see the algorithm types available for this system event.

Installation Options - Algorithms