Quick winsGetting the Most Out of your
SystemChris 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
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!
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!
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!
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!
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!
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!
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
Exceptions and Exception Options
Questions
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
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