Versions Compared

Version Old Version 5 New Version Current
Changes made by

Fiona Hardy

Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Image Removed

...

Info

This guide has been reviewed against our global client base and classed as relevant to all regions

The Organiser is made up of 3 layers:

  • the overall layout

...

  • panels within the layout

...

  • categories within the panels

...

Each layer has its own criteria

...

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

...

- this page explains how to change your Organiser layout and also how the layers work together, including which takes precedence

1. Change Organiser layout

When logging in to

...

Reapit and/

...

or the Organiser for the first time,

...

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

...

Image Removed

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

Image Removed

...

title1b. Choose office(s) to include

...

a series of setup screens are displayed which allow you to choose the default layout type (sales/lettings/both) and which office(s) to display data for - if you wish to change these initial settings:

  • Click Settings button (top right of the Organiser screen) for options to change:

    • Default layout type - options are Sales only, Lettings only, Both Sales and Lettings

    • Display data from office(s) - select the office(s) whose data you

...

    • wish to see

...

Image Removed

...

    • within the relevant panels

Organiser - settings - layout settings.pngImage Added
Info

For information on the initial setup screens, click here: https://reapit.atlassian.net/wiki/spaces/RW/pages/85492134/Changing+the+Organiser+layout+plus+adding+new+panels+categories#Organiser-initial-setup-screens

2. Add/edit an Organiser panel

A new panel can be added to the default layout:

  • Click

...

  • Layout button and select Add new panel

    Organiser - layout - add new panel.pngImage Added

  • Different panel type options are shown and outlined

...

  • , select the required type

...

  • and click Accept to add the new panel

...

  • to the layout

    Organiser - layout - add new panel screen.pngImage Added

  • The new panel is added to the Organiser - depending on your current layout, it may be added to the right of the screen as a button - click this button to view the panel

    New list panel button on right.pngImage Added

  • The panel is displayed, ready to be configured - the content of the panel and configuration required is dependent on the panel type chosen - the example below is a new List type panel

    New list panel button.pngImage Added

  • An existing panel can be edited via Panel Setup - to access this:

    • Hover over the panel header, click the settings (cog) icon

    • Make required changes then click tick icon on the panel header to save changes

Note

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

...

Image Removed

...

title2a. Add new List panel

...

step 1

3. Organiser panel categories

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

...

Organiser

...

  • In Panel header, give the panel a name

...

3. Categories

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

...

  • Click Pick Category to Display

...

  • - options are:

    • Create new category

...

    • -

...

    • allows a new report to be built, or an existing

...

    • saved report to be used, which is then added to the

...

    • panel

    • Pick existing category - allows a pre-configured category to be added to the

...

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
    Image Removed

...

title3b. Pick existing category

...

    • panel

      New list panel - pick categories to display.pngImage Added
Tip

The criteria settings in a category take precedence over the settings in a panel or layout

Organiser initial setup screens

When logging in to Reapit and/or the Organiser for the first time, you will be presented with the following:

  • Click Get Started

    Image Added

  • Choose the most appropriate layout that suits your use of Reapit

    Image Added

  • Choose the office(s) to include in the default layout chosen

    Image Added
Tip

These settings can be changed at any time via the Organiser Settings screen (button top right on the Organiser) - as outlined in step 1 at the top of this guide

Filter by label (Content by label)
showLabelsfalse
max

...

8
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
maxCheckboxfalse
showSpacefalse
sortmodified
typepage
reversetrue

...

labels

...

organiser
cqllabel = "organiser" and type = "page" and space = "RW"

...

Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
hiddentrue

...

This article explains each layer of the Organiser, how to change your Organiser layout, how to add panels and how to add categories to a panel