Optimize Clarity Performance with RegoXchange Quick Resource Guides (QRG)

What is RegoXchange?

RegoXchange is your one-stop-shop for ready-to-use Clarity solutions, offering more than 1,000 pre-built portlets, reports, training materials, recorded webinars, presentation materials, and workflow processes to enhance your Clarity investment. The content on RegoXchange can assist a wide range of skill levels, from basic navigation to advanced administrative functions.

RegoXchange can help you optimize your Clarity instance and boost productivity!

You can start exploring RegoXchange with free content in theBasiX version, or access the full content library with a paid subscription to theWorX.

• In theWorX version, you’ll always find content matching the latest Clarity update. You’ll also have access to all theBasiX content.
  • Recently, we added new Quick Resource Guides (QRG) for Clarity v16.2.1.
• In theBasiX version, you can access meaningful reports and portlets for any version of Clarity (including our free Power BI dashboards) as well as training materials for legacy versions.

RegoXchange Quick Resource Guides (QRG)

RegoXchange is meticulously maintained by Rego expert guides to provide you with the most up-to-date content, including hundreds of Quick Resource Guides (QRG) tailored to practical topics. These QRGs detail easy to follow step-by-step instructions with annotated screenshots and relevant information. Utilize QRGs to optimize your Clarity instance and provide immediate value for all your users!

Sample QRG instructions

Customize Attribute Colors – Improve Data Alignment

• QRG Update an Attribute Color – 16.2.1
  • Currently, Clarity v16.2.1 content is available within theWorX library.
• This step-by-step resource walks you through the administrative process of updating an Attribute Color in Clarity. The display mappings of an attribute can be configured to indicate a range of values or specific values using colors.
• For example, this QRG can assist you with accessibility requirements.

Create an Attribute in Clarity Classic – Step 1 of Attribute Creation

• QRG Create an Attribute – 16.2.1
  • Currently, Clarity v16.2.1 content is available within theWorX library.
• This step-by-step resource guides you through the administrative process of adding an attribute to a Clarity object. Attributes store information associated with object views.
• For example, Start and Finish are a Date type attribute and Project Type is a lookup type attribute on the Project object.

Enable Attribute in Clarity MUX – Step 2 of Attribute Creation

• QRG MUX Attribute Grid – 16.2.1
  • Currently, Clarity v16.2.1 content is available within theWorX library.
• This step-by-step resource walks you through using the Attribute Grid in Clarity’s Modern User Experience Admin Menu. The Attributes grid under MUX Administration menu allows you to perform the following actions on attributes:

1. 1. Define field level security (FLS)
   2. Create labels
   3. Create tool tips
   4. Define display type

Search: Blueprint 16.2.1

Create a New Blueprint – Improve Efficiency, Consistency, and Quality to Achieve Better Project Outcomes and Alignment with Organizational Goals.

• QRG Blueprint – Create New – 16.2.1
  • Currently, Clarity v16.2.1 content is available within theWorX library.
• This step-by-step resource directs you through the administrative process of creating a new Clarity Blueprint. An applications administrator can use blueprints to configure different layouts for different types of projects, ideas or investments.

Add Sections and Attributes to a Blueprint – Improve Detailed Data Customization, Organization, and Comprehensive Data Collection for Improved Reporting and Consistency.

• QRG Add Sections and Attributes to a Blueprint – 16.2.1
  • Currently, Clarity v16.2.1 content is available within theWorX library.
• User must have access to the Administration Module.
• This step-by-step resource guides you through the process of adding Sections and Attributes to a Clarity Blueprint.

Add Modules to a Blueprint – Enhance Overall Functionality, Streamline Efficiency, Broad Customization, and Scalability with Integrated Tools and Features.

• QRG MUX Add Modules to a Blueprint – 16.2.1
  • Currently, Clarity v16.2.1 content is available within theWorX library.
  • User must have access to the Administration Module.
• This step-by-step resource guides you through the process of adding Modules to a Clarity Blueprint.

Search: Notification 16.2.1

Customize Notifications and Action Items – Increase Productivity and Team Collaboration.

• QRG MUX Action Items and Notifications – 16.2.1
  • Currently, Clarity v16.2.1 content is available within theWorX library.
• This step-by-step resource guides you to the create of Action Items in Clarity’s Modern User Experience. The Action Items tile in Administration serves to create Action Items in MUX without having to use Classic and create processes. Administrators can use the Action Items to create, update, and delete Action Items that can be triggered through Business Rules.

And there are many more valuable resources available within RegoXchange!