RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of financial plans within Ideas in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document includes instructions on how to create cost plans, budget plans and benefit plans.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Ideas in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Doc covers creation of ideas, adding columns to the grid view and editing existing ideas.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience.  This doc references version 16.1.2 views.  Doc reviews setting Ideas as Approved and converting Ideas to projects.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Entering and Submitting Time in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document includes Accessing & Selecting Timesheets, Populate Timesheet, Updating Timesheet, Submitting Timesheet and Entering Time for Someone Else.
  • This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the approval of timesheets via the Review & Approve tab. This doc references version 16.1.2 views. Doc reviews accessing and selecting timesheets, reviewing submitted timesheets, approving timesheets, approving multiple timesheets, returning timesheets and the timesheet grid.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Time Entry Administration Settings for Timesheets.  This doc references version 16.1.2 views. Document provides detail on Timesheet Options for the Modern UX and how to enable end user column configuration. Detail is also provided on how end users may configure their timesheet view.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation and use of Widgets in Clarity’s Modern User Experience.  It covers the 5 types: Number Tile, Pie, Bar, Progress Ring, and Target.  This doc references version 16.1.2 views.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document references the Tasks and To Do’s menu items and their associated widgets.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of the My Workspace area within Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document reviews Checklists, Smartlists and To Do’s.
  • This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience.  This doc references version 16.1.2 views.  Doc reviews the Menu Bar and User Tool Bar.
  • This Portlet can be used to define User License Output information including the following:
    • Resource
    • Resource User Name
    • Resource Id
    • Email
    • Resource Manager
    • Resource Manager Email
    • Primary Role
    • Employment Type
    • Org Structure Path
    • Org Structure Lowest Unit
    • Last Logged in Date
    • User License
    • Right License
    • Access Right
    • Access Right Type
    • Access Right to OBS
    • Granted Through Type
    • Granted Through (Security Group)
    • Access Right Description
    Filters Include:
    • Resource OBS
    • Resource
    • Resource Manager
    • Primary Role
    • Employment Type
  • This Portlet can be used to define User License Output information including the following:
    • Resource
    • Resource User Name
    • Resource Id
    • Email
    • Resource Manager
    • Resource Manager Email
    • Primary Role
    • Employment Type
    • Org Structure Path
    • Org Structure Lowest Unit
    • Last Logged in Date
    • User License
    • Right License
    • Access Right
    • Access Right Type
    • Access Right to OBS
    • Granted Through Type
    • Granted Through (Security Group)
    • Access Right Description
    Filters Include:
    • Resource OBS
    • Resource
    • Resource Manager
    • Primary Role
    • Employment Type
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