> For the complete documentation index, see [llms.txt](https://help.bioinsight.illumina.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.bioinsight.illumina.com/connected-insights/configure/configuration.md). # Configuration ## Overview This page allows you to customize and optimize Connected Insights to suit your specific workflow and preferences. Here, you can configure various settings related to case management, data visualization, variant analysis, and report generation. By tailoring these options, you ensure that the tool aligns perfectly with your needs, enhancing efficiency and accuracy in your genetic analysis and reporting processes. ## Getting Around To navigate to the configuration page, click the ⚙ icon in the top right corner.

## Illumina-Provided Default Resources Connected Insights provides default resources, such as test definitions, variant filters, variant flag groups, and report templates. Default resources are marked **Provided by Illumina** in the Configuration lists. Default resources are shared with every workgroup and cannot be updated. To customize one, select **Copy As New** to copy it into your workgroup. Your copy belongs to your workgroup, and later updates to the Illumina default do not change it. Disease Configuration works differently. Your workgroup has its own disease configuration, which you can edit directly, and an update to the Illumina default never changes it. To take up the current Illumina default, select **Restore to Default**. See [Disease Configuration](/connected-insights/configure/configuration/c-disease-configuration.md). ## Typical Steps The following steps are performed by a lab director user:

#	Step	Required	Provided by Illumina
1	Set up Custom Case Data.
2	Set up Pipeline and QC Configuration.		✔
3	Set up Preferred Transcripts.
4	Set up Custom Annotations.
5	Set up Disease Configuration.		✔
6	Set up Variant Filters.		✔
7	Set up Variant Flag Groups.		✔
8	Set up Actionability Classifications.		✔
9	Set up Report Templates.		✔
10	Set up Report Automation.		✔
11	Set up Test Definitions.		✔
12	Set up Data Upload.	✔

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