Application Configuration

Owned by Pavan Bayyapu
Last updated: Jul 13, 2023 by praveena katkuri
5 min read

Application Configuration

Click Application Configuration to configure how Regology works within your organization.

Email Notifications

To configure email notifications:

  1. Click Application Configuration > Email Notifications.
    The Manage Your Email Notifications page appears.

     

  2. Toggle the switch adjacent to each email type to enable the emails you want to receive.

  3. Set the frequency of emails for each email type from the following options: Monthly, Weekly, Daily, or Instant.

  4. Enable or disable various categories within each email type.

  5. Use the Send Test Mail button at the top of the page, to test the email frequency.

Search Results

To configure search results in Regology:

  1. Click Application Configuration > Search Results.
    The Search Results page appears.

  2. Use Maximum Result Size to enter the maximum number of results to be displayed per search.

  3. Limit the search results to the law library using the Activate Search results limit to law library (Beta) checkbox.

  4. Changes you make to these settings are saved automatically.

Law Library

To configure your law library:

  1. Click Application Configuration > Law Library.

  2. Use the Select Master Data field to specify the data type that must appear on the Law Library page by default.

  3. Select corresponding check boxes to activate document summaries, key clause mapping, export from Law Library (Beta), bill history, Law Library (New), and Reg Intel (Beta).

     

Changes you make to these settings are saved automatically.

Compliance Objects

Use the Compliance Objects option to specify the side-panel options and statuses associated with specific compliance objects.

  1. Click Application Configuration > Compliance Objects.
    The Compliance Objects page appears.

     

  2. Click the tab corresponding to the compliance object you wish to configure. These include:

    1. Authoritative Documents

    2. Risk

    3. Control

    4. Task

    5. Reg Area

  3. Use the Activate Side Panel Features options to enable desired features from the list provided for each of compliance object.

Adding a Status

To add a status:

  1. Click the Add button adjacent to the Manage Status Names section.
    The Add New Status modal appears.

     

    1. Enter a unique ID to identify the status in the field provided.

    2. Select the Color that you want to associate with the new status from the drop-down list provided.

    3. Provide a Name for the status in the field provided.

    4. Set Active if the compliance object can be set to the new status.

    5. Set Default if the compliance object can be set as default status.

    6. Set Exclude if the compliance object set to the new status must be excluded from alerts and notifications.

    7. You can click Cancel at any time to discard any unsaved changes.

    8. Click Done to close the modal, and the status is created.

Editing Statuses

To edit a status:

  1. Click the Ellipsis corresponding to the status you wish to edit.

  2. Click Edit.

     

    The Edit Status modal appears.

  3. Update the Status Name and Color using the fields provided.

  4. Edit the Active, Default and Exclude settings as desired.

  5. You can click Cancel at any time to discard any unsaved changes.

  6. Click Done.

Deleting a Status

To delete a status, click the Ellipsis corresponding to the status you wish to delete and select Delete from the options that appear.

Configuring Compliance Runs

To configure compliance runs:

  1. Click Application Configuration > Compliance Run.
    The Compliance Run Configuration page appears. Use this page to configure how compliance runs within your organization.

     

  2. Select the master data types to be used as the scope of the compliance run.

     

  3. Choose a master data type as the default.

     

  4. Specify the statuses of the controls that need to be considered during the compliance run.

     

Changes you make to these settings are saved automatically.

Keyword Set

Use the Application Configuration > Keyword Set page to map search terms with specific Regology-delivered and custom keywords to simplify focused search.

  1. Click Application Configuration > Keyword Set.

  2. Click the tab corresponding to the keyword set you wish to configure. You can choose between:

    1. Regology Delivered

    2. Company Owned

  3. To create a keyword set:

    1. Click the Company Owned tab.

    2. Click Add.

    3. Enter a Keyword Set Name.

    4. Use the Include Keywords field to list out the keywords to be included in the keyword set. Similarly, use the Exclude Keywords field to list out the keywords to be excluded from the keyword set.

    5. You can click Cancel at any time to discard any unsaved changes.

    6. Click Done to create a keyword set.

  4. To edit a keyword set:

    1. Click the Company Owned tab.

    2. Click the Ellipsis corresponding to the keyword set you wish to edit.

       

    3. Click Edit.
      The Create Keyword Set modal appears.

       

    4. Edit the Keyword Set Name, and use the Include Keywords and Exclude Keywords fields to respectively list out the keywords to be included and excluded.

    5. Click Cancel at any time to discard any unsaved changes.

    6. Click Done to save the changes.

Deleting a Keyword

To delete a keyword set:

  1. Click the Company Owned tab.

  2. Click the Ellipsis corresponding to the keyword set you wish to edit.

  3. Click Delete.