Changes to your Rico Configuration (Workflow, Templated Responses and Reports)

This article explains what settings you can change in your Rico Configuration.
Written by Foss Shanahan
Updated 10 months ago

This post covers what changes can be made in Rico. This is designed to tell you what changes can be made so this can be effectively communicated for a Rico representative to action.

Changes are made in three main areas:

  • Workflows - This is the steps you work through completing in Rico (and their ordering and instructions).

  • Templated Responses - The pre-loaded templates that can be pulled into a given text field within a workflow in Rico.

  • Reports - The structure, contents and format of the word documents information completed in the workflow are compiled into.

Workflows

Workflows provide a set process for users to follow to complete a given assessment or report.

What you can change

  • Steps - add a new step, remove an existing step, change the order of a step / steps, change the name of a step. 

  • Instruction - add or edit instructions on a given step.

  • Checklists

    • Questions - add, edit or remove a checklist question.

    • Notes - add, edit or remove a note shown below a checklist 

    • Considerations - add, edit or remove the considerations that pop up for a given checklist answer (i.e. yes or no).

What we need to know

  • What part of the workflow listed above you’d like changed.
  • The change you’d like us to make.

Templated Responses

Templated responses enable you to load in various pre-populated responses for a given text field in a workflow.

What you can change

  • Create new templated responses, edit existing templated responses or remove them.

  • The name of the templated response (i.e. what you select when looking for a template)

  • The contents of the templated response (i.e. what is pulled into your text field when the templated response is selected).

What we need to know

  • What step of the workflow you’d like to add a templated response to.
  • The title of the templated response you’d like to create or edit.
  • The contents of that templated response you’d like to add or edit.

Reports

Reports take the information created and edited in the workflows and compile these into a downloadable report.

What you can change

  • Create one or more report options per workflow.

  • The structure and contents of the report, i.e. ordering of sections, where / what information created in the workflow goes in the report.

  • Components like headers, footers, disclaimers, cover pages etc.

  • Text styles (font, size, colour, line spacing, indents and more)

  • Numbering styles (indent, style, number, letter, bullet and more)

  • Table styles (cell styles, heading styles, text styles and more)

What we need to know

  • For report layouts:

    • What report you’d like to edit or create (title can be found in the dropdown at the top of the review tab).

    • Section you’d like added or changed, or component you’d like added or changed.

  • For styles:

    • The text, numbering or table style you’d like changed.

    • The property (i.e. size, colour, line spacing etc.) you’d like changed and what to.

    • By default, style changes are applied across all reports in your organisation’s account. Alternatively, you can change the styles for a specific report or section of a report (i.e. a section as broken up by section breaks in Word). If you’d like us to change a specific report section’s style, then let us know that section too (we can work it out from there).

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