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titleUse of configuration options - good practice advice

We would like to share our experience to help you successfully take on the configuration of your own Agency Cloud environment; the advice and guidance outlined here is based on many years of working with Reapit Agency Cloud with all of our client-base.

  • Always determine what outcome/challenge you are trying to address before considering any change; avoid the desire to scour options to 'find something new'

  • We would always recommend that you start by looking to align configuration, on paper, to your business processes, policies and service levels before mapping to Agency Cloud configuration

  • Nominate one person who will have responsibility for applying changes; ensure changes are managed formally and controlled (this also help our Support teams)

  • Consider the impact on your customers and - more importantly - your staff; how will the change be communicated and trained out - the adoption of change comes from understanding why and the value to be derived

  • Avoid the temptation to create a myriad of configuration options - complexity serves to confuse, rather than clarify and focus staff

  • Avoid reactive/unconsidered changes to configuration; as the saying goes - change in haste, repent at leisure!

  • If in doubt, seek assistance - talk to Reapit Support or your Customer Success Manager who can offer advice

  • DO NOT REMOVE / DELETE CURRENT ENTRIES FROM SYSTEM CONFIGURATION

    Info
    titleWarning

    ALWAYS VERIFY YOUR CHANGES BEFORE APPLYING TO ALL STAFF

    See Testing configuration changes below for more information



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titleGetting started - accessing Configuration options & System Configuration screen

This section outlines how to access the configuration options available to you (as outlined in the earlier section entitled Configuration business options:

Menu itemAgency Cloud View

To access the 1. Access Configuration menu:

  • Click name/office top left of the main menu

    From the System menu:

  • Click Configuration and select System Configuration



2. System Configuration options

On the System Configuration  screenscreen:

  • Use the tabs along the left side of the screen to access the required section


3. Saving changes

  • After making any updates, click Save (bottom right)

Info
titleWarning

Be careful when making changes that impact Company level - see Testing configuration changes below for more information




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titleTesting configuration changes

We recommend that all configuration changes are verified/tested before they are deployed to all users or an office. 

The guidelines to follow are:

  1. Apply changes against your own negotiator account
  2. Log out/in of Reapit Agency Cloud for changes to take effect
  3. Verify/validate that the changes perform as you expect


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titleHints & tips when using configuration

This section contains some hints/tips useful when dealing with configuration requests, queries or where things aren't working as expected.

Common
questions
question /
issues
issueGuidance 
I can't find the option or area I need
  • Use the search field at the bottom of the configuration screen - enter the topic you are looking for in search field at the bottom of the screen, then press enter to perform the search
    Image Modified
  • The tabs that contain reference to your search word(s) will be highlighted (as shown below)
    Image Modified
    In this example the word Applicant was searched


Changes do not appear to be taking effect 

Log out of Reapit Agency Cloud and back in again to ensure that the change has taken effect

If you've tried that and changes have still not taken effect:

  • Check configuration settings at Negotiator, then Office level as a previous configuration may have taken precedence
    (shown in the Configuration for field, see previous section)


Need to identify a reference to a field 

The Letter Template Editor (LTE) is the quickest and most effective way to identify the programmatic reference to a field

If you've checked the LTE and still don't know what the reference to a field is:

  • Use the LTE to identify the structure used against the object you wish to reference 
  • Download the Reapit Agency Cloud Data Dictionary; this will then highlight in most instances the field name you will require


Don't understand what a configuration option does 
  • Hover over the item and, where enabled, a hint or explanation will be provided via a tool tip
  • Raise a request via the specific Reapit Agency Cloud Configuration form




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titleNeed further assistance ?

Any advice or guidance you require must be raised via the Reapit Service Desk Portal - this directs your query to beyond our standard First Line Service Desk. 

The Service Desk is not positioned to handle configuration queries / issues that originate from the client directly due to the complexity; all support provided is based on a reasonable endeavours basis only and we do not offer Service Level expectations for this.

Click here to access the form on the portal - please only use this if you are the nominated Self Service Administrator and have a genuine query/issue that you cannot resolve yourself.


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