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. Document provides instructions on how to access blueprints, create a new blueprint and edit the fields available on the blueprint. Detail is also provided on how to update the modules, rules and actions associated with a blueprint. Instructions are listed to show the user how to modify the create from template page, how to add a new channel and how to set a default blueprint.  Tips on the user of the API Attribute ID are also provided.

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 16.2.1 views.  Doc reviews the Menu Bar and User Tool Bar. Document provides instructions on how to access blueprints, create a new blueprint and edit the fields available on the blueprint. Detail is also provided on how to update the modules, rules and actions associated with a blueprint. Instructions are listed to show the user how to modify the create from template page, how to add a new channel and how to set a default blueprint.  Tips on the user of the API Attribute ID are also provided.

This training document is a Rego Consulting Quick Reference Guide to assist with the management of Budget Plans in Clarity’s Modern User Experience.  This doc references version 16.1 views. Doc provides detail on how to submit a cost plan for approval, how to approve or reject submitted budgets and also provides additional detail on the rules that apply to the submission of budget plans.

This training document is a Rego Consulting Quick Reference Guide to assist with the management of Budget Plans in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Doc provides detail on how to submit a cost plan for approval, how to approve or reject submitted budgets and also provides additional detail on the rules that apply to the submission of budget plans.

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 16.0.3 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 Idea approval and conversion to projects in Clarity’s Modern User Experience.  This doc references version 16.1 views.  Doc reviews setting Ideas as Approved and converting Ideas to projects.