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Quick wins Getting the Most Out of your System Chris Tarrington & Mike Packham

Quick wins Getting the Most Out of your System Chris Tarrington & Mike Packham

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Quick wins Getting the Most Out of your System Chris Tarrington & Mike Packham. Introduction. What we will cover. What are exceptions and exception options What can be configured? Security considerations How this can make your life easier. Exceptions and exception options. - PowerPoint PPT Presentation

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Page 1: Quick wins Getting the Most Out of your System Chris Tarrington & Mike Packham

Quick winsGetting the Most Out of your

SystemChris Tarrington & Mike Packham

Page 2: Quick wins Getting the Most Out of your System Chris Tarrington & Mike Packham

Introduction

What are exceptions and exception options

What can be configured?

Security considerations

How this can make your life easier

What we will cover

Page 3: Quick wins Getting the Most Out of your System Chris Tarrington & Mike Packham

Exceptions and exception optionsExceptions are used to display lists of data in various states – For example: Active Applications

Exception options are used to perform tasks against individual records– For example: Update a household

There are a few exception options that are accessed directly from the left hand menu structure– For example: Add/Search household

RememberExceptions are used to VIEW, Options are used to DO

What are they?

See this in action!

Page 4: Quick wins Getting the Most Out of your System Chris Tarrington & Mike Packham

ExceptionsExceptions will have been setup for your configuration during implementation – some are for accessing all records and some show those records that need particular actions

What can be changed?NameColumnsSearch fieldsFilteringOrderingNumber of rows/records displayed (improving performance)

How they can be configured?

See this in action!

Page 5: Quick wins Getting the Most Out of your System Chris Tarrington & Mike Packham

Exception optionsAppropriate exception options are configured during your implementationThe first option AFTER the print option will be the screen shown when selecting a record

What can be changed?NameOrderVisibility – Access to options in exceptions by roleAdd or remove the options for ALL roles

How they can be configured?

See this in action!

Page 6: Quick wins Getting the Most Out of your System Chris Tarrington & Mike Packham

SummaryShow your workload

What can be changed?Any exception can be shown

ConsiderationsChanges affect everyone with access to that exceptionPerformance

How it can be configured?

See this in action!

Page 7: Quick wins Getting the Most Out of your System Chris Tarrington & Mike Packham

MenusThe menu structure will have been configuredduring your implementation

What can be changedMenu structure is completely configurable– Folder naming conventions– Folder ordering– Ordering of exceptions/options within folders

ConsiderationsLogical approachGrouping menu items together

How they can be configured?

See this in action!

Page 8: Quick wins Getting the Most Out of your System Chris Tarrington & Mike Packham

Security considerations

ConsiderationsRoles - deciding what users need to accessYour main roles will have been configured during implementation

What can be changedFiltering exceptions by Local Authority or TeamFiltering exceptions by “Session Variables”Controlling visibility of exceptions by roleControlling visibility of exception options by role

Controlling “Who can see what”

See this in action!

Page 9: Quick wins Getting the Most Out of your System Chris Tarrington & Mike Packham

How this can make life easierThe look and feel of the system is improved

Overall system organisation improved

System usage improved

Use of Abritas becomes a better experience

If you would like further information on this workshop please indicate this on your client feedback form

Benefits

Please note

Page 10: Quick wins Getting the Most Out of your System Chris Tarrington & Mike Packham

Exceptions and Exception Options

Questions

Page 11: Quick wins Getting the Most Out of your System Chris Tarrington & Mike Packham

What’s Next (morning session)

1.15pm in Princess Helena restaurant1.45pm Tea & Coffee & Cake2pm reconvene for plenary presentation – Dealing with the Private Rented Sector David Lawrenson - Lettingfocus

Lunch

Page 12: Quick wins Getting the Most Out of your System Chris Tarrington & Mike Packham

What’s Next (afternoon session)

3.30pm reconvene for plenary presentation– Coming Soon: New Property Shop (Kevin Millard)

Other workshops still in progress

Final Presentation