Configuration

To manage Orion's configuration:

1. Navigate to the Configuration Tab in the left navigation menu.

Managing Company Info

Update your Company Info whenever business objectives change to ensure Orion continues delivering relevant insights.

1. Navigate to the Company Info tab in the Configuration page
2. Edit any existing context
3. Hit save to apply your changes

Automated Assignments

Setup automated assignments to have Orion automatically create a new assignment on a scheduled basis with preset instructions.

1. Navigate to the Automated Assignments tab in the Configuration Page.
2. Input assignment instructions and schedule

3. Click on 'Save Changes' to save

4. Toggle between Enabled & Disabled to turn this function on or off

Managing Feedback

Navigate to the Feedback tab in the Configuration Page.

From here you can:

Edit feedback

Update existing feedback to refine analysis parameters, such as changing default rounding methods or preferred comparison metrics.

1. Click on the 3 dots next to the feedback you would like to edit to open the feedback tray
2. From the feedback tray select 'edit'
3. Enter Feedback text changes
4. Select 'Save'

Change the status of feedback

Update a feedback's status from Active / Ignore based on its ongoing relevance. This can be done from 2 places.

From the feedback list view directly:

1. Click on the drop-down arrow from the feedback list view to change between 'Active' and 'Ignore'

From the feedback tray:

1. Click on the 3 dots next to the feedback you would like to update to open the feedback tray
2. Click on the drop-down arrow next to the status to change between ‘Active’ and ‘Ignore’

Delete feedback

Permanently remove feedback that is no longer needed to keep your preferences streamlined and up-to-date.

1. Click on the 3 dots next to the feedback to open the feedback tray
2. Click on the delete button at the bottom of the tray