Throughout various pages of Rico, assessments are entered into text fields. These text fields 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:
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 field 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.
The editing toolbar includes the option to import data from another project on your organisation’s Rico account into a text field. 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 field 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 field 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.