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The Power Organiser is made up of the overall layout, panels within the layout and categories within the panels. Each layer has its own criteria.

This page breaks down each component and which element takes precedent.


On the RPS main menu, click Organiser (where applicable select Use Power Organiser):

This example


1. Setup screens

  • When logging in to RPS/Power Organiser for the first time, you will be presented with the Power Organiser set-up screens, as outlined in 1a & 1b

  • The default layout for the type chosen (in 1a) will be displayed on the Power Organiser screen


    Following initial set-up, the layout can be changed by clicking Settings (cog icon - top right of the organiser screen)

Expand
title1a. Choose layout type
  • Choose the layout that best suits your use of RPS:


Expand
title1b. Choose office(s) to include
  • Select the office(s) whose data you need to see


2. Panels

A new panel can be added to the layout:

  • Click the Layout option (top left of the organiser screen) and select Add new panel

    Different panel type options are shown and outlined

  • Select the required type (e.g. List) and click Accept to add the new panel



Image Added

Info

When a panel has its own office criteria - this criteria takes precedence over the offices selected when choosing the office(s) in the layout options, shown in 1b

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Expand
title2a. Add new List panel

3. Categories

Most panels need to have categories added to them, this example shows a new List type panel added to the Power Organiser

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3. Categories

Most panels need to have categories added to them (as shown in 2a)

The criteria in a category takes precedence over the panel and layout settings

  • In Panel header, give the panel a name
  • Categories then need to be added to this panel in order to save it, see step 3

    • Click Pick Category to Display and choose to either:

      • Create new category - this option allows a new or existing Power Report to be added to the panel (see 3a)

        or

      • Pick existing - this option allows a pre-configured category to be added to the panel (see 3b)





    Image Added

    Expand
    title3a. Create new category
    • Click Setup Power Report and create a new Power Report to add to the Organiser or select an existing report


    Expand
    title3b. Pick existing category
    • Pick a pre-configured category from the list


    Info

    The criteria in a category takes precedence over the panel and layout settings



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