This article covers what changes you can make using Rico’s customisation options and how to do these. If you don’t understand any of the concepts below, a more in-depth overview and understanding of Rico’s customisation options is given here.
The diagram below provides an overview of what can be customised on Rico.
Further details on each of what can be changed and how to do this are provided below:
Workflows
A workflow is made up of components, below, to complete and overall assessment.
What you can change
At the workflow level you can create new workflows or edit / remove existing workflows.
Components
What you can change:
Title
Type
Instruction
Ordering / Grouping
Title
Name on the left sidebar and name on the page (these can be different if desired).
Component types
Most common is a text field, but there are also other type of Rico component:
Project Setup
Subject Site Search
Consideration Checklists
Considerations
Activity adder (for added Plan Documents)
Standards assessment (for added Plan Documents)
Provisions assessment (for added Plan Documents)
Instructions
Instructions for a given page. These are free text and can include any formatting available in text editor in Rico.
Ordering/Grouping
The order which components appear on the left sidebar. Components can also be ‘nested’ within eachother, i.e. grouped under a heading, appearing as a dropdown on the left sidebar.
How to change:
Get in touch either by emailing support or organising a remote meeting (for larger changes)
To make this faster you can state the change you’d like to the properties above, otherwise, we can work this out with you.
Add new, remove existing, edit existing component titled X
Set property (type / instruction / ordering/grouping) to X
Templated Responses
What you can change
Title
Contents
Title
Name of a templated response to identify it when using the import function.
Contents
The contents to be imported into a text field. This can include any formatting available in text editor in Rico.
How to change
You can make changes to templated responses in Rico, under settings > templated responses
Otherwise, feel free to get in touch with support
Reports
Reports / Report templates are specified for each workflow.
What you can change
At the report level you can create new reports (you may want to have multiple reports or report options for a given workflow such as a main report and an appendix) or edit / remove existing reports for a given workflow.
Sections
What you can change
Title
Contents
Ordering / Grouping
Title
Heading for a section in a report, appears in the Table of Contents where applicable.
Contents
The contents of a section line up with the outputs of a corresponding workflow component. Here you must specify the workflow component you’d like to end up under a section, or create a new workflow component where you’d like a new section in your report.
Ordering / Grouping
The order which sections appear in a report. Sections can be on different levels / below other headings.
How to change:
Get in touch either by emailing support or organising a remote meeting (for larger changes)
To make this faster you can state the change you’d like to the properties above, otherwise, we can work this out with you.
Add new, remove existing, edit existing section titled X
Set property (content / ordering/grouping) to X
Design
Text Styles
Text styling lines up with styles in MS Word and applies to all reports output from your organisation.
What you can change
Properties for a given style
Styles
The following list of styles can be applied to various text outputs from Rico:
Body Normal
Framework
Caption
Title
Subtitle
Header
Footer
Heading 1
Heading 2
Heading 3
Heading 4
Heading 5
Appendix Heading
TODO
Tag
Table Normal
Table Framework
Table Heading
Table Column Heading
Table Cell Heading
TOC 1
TOC 2
The style applying to specific piece of text can be identified in MS Word by selecting the text and looking at what style has been applied to it (under the styles menu).
Properties
The following properties can be set for a given style:
Font
Capitalisation
Bold
Italics
Underline
Font Size
Font Color
Character Spacing
Paragraph
Heading Numbering Level
Table of Contents Level
Page Break Before
Alignment
Keep With Next
Spacing Before
Spacing After
Contextual Spacing
Line Spacing
Indent Left
Indent Hanging
How to change:
Get in touch either by emailing support or organising a remote meeting (for larger changes)
To make this faster you can state the property(s) to be changed for each style you’d like to edit, otherwise, we can work this out with you.
Custom Components
Custom components are static designs or text to be inserted into a given Report such as:
Cover pages
Header(s)
Footer(s)
Disclaimer
Document Control Record
Other static components / to be edited after outputting
What can be changed
Any static design (image, table) or text to be inserted into a report and the location this is inserted.
How to change:
Get in touch either by emailing support or organising a remote meeting (for larger changes)
To make this faster you can send the ‘component’ as a word document and state where this is to be inserted and in what report outputs, otherwise, we can work this out with you.