System Configuration
Click the System Configuration expandable section to view the various configuration options that you can manage that will impact how users work with Regology.
The System Configuration expandable section offers the following controls:
Primary Scenario
Jurisdiction
Advanced Settings
Alerts Settings
Primary Scenario
Use the Primary Scenario section to specify the operations that you want to enable for users.
To specify primary scenario settings:
Click on Primary Scenario from the expanded menu.
The Primary Scenario page displays a list of features and functionality available for activation.Review and select the features and functionality that you wish to activate for your users by selecting the checkbox adjacent to it.
Save the changes you made to move to the next page. Depending on the configuration you select in the Primary Scenario page, the next page that appears may vary.
Review any additional settings or configurations required on the redirected page, if applicable, and click Save to proceed further.
Jurisdiction
To create settings related to jurisdiction:
Expand the System Configuration expandable section and click Jurisdiction.
The Jurisdiction page appears.This page lists out the document types that are available to your organization. These include Bills, Laws, Regulations, and Other Publications. Select each of these to include documents of that specific document type into your jurisdiction.
Add jurisdictions to the scope of the application by locating a jurisdiction in the Available list on the left side of the Jurisdiction page and clicking the plus icon (+) adjacent to the jurisdiction. That jurisdiction now appears in the Selected list on the right side of the page.
Similarly, to remove jurisdictions from your jurisdiction, locate the jurisdiction in the Selected list on the Jurisdiction page and click on the minus icon (-) adjacent to the jurisdiction. That jurisdiction is now removed from the Selected list and is listed in the Available list.
Saving Changes to Jurisdiction Settings
Once you have made your selections, click the Save button at the bottom of the page. The system applies the changed settings.
Depending on the settings you choose, the system may redirect you to an Advanced Settings page. Review these settings on the redirected page, update as appropriate, and proceed further.
Advanced Settings
Use the System Configuration > Advanced Settings page to select the corpuses, agencies, and feeds drawn from your areas of jurisdiction that you want to use within your organization. Your search and law library will be restricted to these artifacts.
To make your selection:
In the System Configuration expanded menu, click Advanced Settings.
Select the corpuses that you want to use in your organization.
Click Select All adjacent to the Corpus column in the Advanced Settings page to include all the corpuses available in all the jurisdictions.
To include specific corpuses individually:
Click the number listed under the Corpus column corresponding to each jurisdiction.
The Jurisdiction: Corpus modal appears.
To add a corpus to your jurisdiction:
Locate the corpus in the Available list.
Click the '+' icon adjacent to the corpus to add it to the Selected list.
To remove a corpus from your jurisdiction:
Locate the corpus in the Selected list.
Click the '-' icon adjacent to the corpus.
The selected corpus is removed from the Selected list and reappears in the Available list.
Click Cancel at any time to discard any unsaved changes.
Click Select All to add all corpuses to your jurisdiction.
Click Remove All to remove all corpuses from your jurisdiction.
Click Done.
The modal closes, and the Advanced Settings page is updated to reflect your selections.
Include or remove agencies drawn from a jurisdiction.
Click the number of agencies listed in the Agency column corresponding to a jurisdiction.
The Jurisdiction: Agency modal appears.
To add an agency to your jurisdiction:
Locate the agency in the Available list.
Click the '+' icon adjacent to the agency.
The selected agency is removed from the Available list and appears in the Selected list.
To remove an agency from your jurisdiction:
Locate the agency in the Selected list.
Click the '-' icon adjacent to the agency.
The selected agency is removed from the Selected list and appears in the Available list.
Click Cancel at any time to discard any unsaved changes.
Click Select All to add all agencies under a jurisdiction to the scope of the application.
Click Remove All to remove all agencies under a jurisdiction from the scope of the application.
Click Done.
The modal closes and the Advanced Settings page is updated to reflect your selections.
Include or remove feeds drawn from a jurisdiction.
Click the number of feeds listed in the Feeds column corresponding to the jurisdiction.
The Jurisdiction: Feed modal appears.
To add a feed to the scope of the application:
Locate the feed in the Available list.
Click the '+' icon adjacent to the feed.
The selected feed is removed from the Available list and appears in the Selected list.
To remove a feed from your jurisdiction:
Locate the feed in the Selected list.
Click the '-' icon adjacent to the feed.
The selected feed is removed from the Selected list and appears in the Available list.
Click Cancel at any time to discard any unsaved changes.
Click Select All to add all feeds under a jurisdiction to the scope of the application.
Click Remove All to remove all feeds under a jurisdiction from the scope of the application.
Click Done.
The modal closes, and the Advanced Settings page is updated to reflect your selections.
You can click Cancel at any time to discard any unsaved changes.
Click Save to save the changes.
Alerts Settings
Enables user to select the alert rules and configurations for the account