Throughout various pages of Rico, assessments are entered into text boxes. These text boxes include text editing functionality, like you see in most other text editors, and several other functions specific to Rico. The following items are covered in this post:
Inserting Appendix References
The following formatting options are provided:
To apply formatting, simply highlight the text you wish to format and click the option you’d like to apply from the editing toolbar.
Undo and Redo
The editing toolbar includes undo and redo buttons. These enable you to undo and redo changes made to a text field. Important: If you leave the page a text box is on or refresh the page, you will no longer be able to undo or redo changes.
The editing toolbar includes the option to format text as a heading. Such text will appear as a heading style when it is downloaded as a report. Use headings to ensure that your headings are formatted with consistent font size, styling etc. and any applicable numbering and inclusion in the Table of Contents.
Important: Heading formatting will either be the Rico default or that which has been configured for your template. If you have any issues with heading styles contact support.
Inserting Appendix References
The editing toolbar includes the option to insert a live reference to an appendix added on the Appendices page. That means if any changes are made to appendices, such as title or ordering, references will update automatically to reflect this.
To add an appendix reference:
Click the location in the text box you’d like to insert an appendix reference.
Click the insert reference button. This will open the insert reference window.
Select the appendix to reference. The link icon on the right of the appendix item selector links to the Appendices page if you need to add any other appendices.
Select the preferred reference format. The format of references can be changed to suit different preferences and contexts.
Click ok to finish and insert the appendix reference.
If the appendix that a reference is linked to is deleted, the reference will display “unknown appendix”. Double-clicking this reference will let you select another appendix to link to the reference.
Figures can be inserted into assessments on Rico. The insert figure button is found in the editing toolbar of a text box. Figures can be uploaded or selected from the standard GIS figures that are pulled into your project on the Subject Site page.
To insert a figure into a text box:
Click the location in the text box you’d like to insert a figure.
Click the insert figure button in the editing toolbar. This will bring up the Insert figure window.
Select the figure you’d like to insert from the selector.
Add a caption as needed.
Click ‘OK’ to finish and insert the figure into the text box.
To upload a custom image:
Go to the figures page, located on the left sidebar. There is also a shortcut to this page from the insert figure window.
Drag and drop a PNG of JPEG image into the upload box at the top of the page or click Upload
Names of figures can be edited once added to make these more clearly identifiable when inserting into assessments.
Larger previews of figures can be viewed by clicking on figure thumbnails.
Uploaded figures can be deleted by clicking the delete button at the right of the list of figures. GIS figures cannot be deleted.
The editing toolbar includes the option to import data from another project on your organisation’s Rico account into a text box. This can be used to import an assessment from another project into the text box to help you complete the assessment you're writing (e.g. an exemplar assessment).
To import an assessment from another project:
Click in the text box where you’d like to insert an assessment from another project. (You can only import assessments from text boxes in identical locations on other projects.)
Click the import button to open the import window.
Select the source project you’d like to import an assessment from on the left. A preview of the assessment to be imported will be displayed in the preview box on the right, while a list of sections within that assessment will be displayed in the middle.
Choose the relevant sections of the assessment you'd like to include using the check boxes. The preview will display the sections to be imported, only checked sections will be included.
Once you’re happy with the assessment to be imported, click Import and this will insert the assessment into your text field.
Tip: Use the import function when you're beginning an assessment, particularly if you're new to Rico. This will give you an exemplar of what to write, helping to guide your assessment, and save you writing the same stuff over and over.
The editing toolbar includes the option to mark a text box as ‘to-do’. This flags a text box to come back to later, both on the page itself and in the navigation menu in the left sidebar.
The editing toolbar includes a preview button that links you to the Preview. This allows you to see how the information entered in the text box you're currently working on will appear in the report download.
To jump to the Preview, just click the preview button. You can also jump back to the text box you were working on in the workflow by clicking the link icon in the left margin of the report in the Preview.
Tip: Regularly jumping back and forth between text boxes in the workflow and the Preview helps build an understanding of how assessments entered in the workflow translate to report downloads.