Complete this task to update Case Error Check rules. Editable information includes the Type and the Active designation.
The Connect user must be granted the View/Update permissions for the Case Error Rules in order to make these changes.
Step-By-Step Guide
| Step | Instructions | Additional Information |
|---|---|---|
| 1 | From the Case Error Check / Rules Configuration tab, select the rule to be edited. Multiple rules can be selected and updated simultaneously. | |
| 2 | Click Update. The Update Rule Type window opens. The Error Codes(s) displayed are the line item(s) that were selected for updating. The values cannot be modified.
| |
| 3 | Open the Rule Type dropdown list and select the correct value: Error or Warning. | |
| 4 | Click Save. The rule Type is updated and displayed in the Rules Configuration tab. | |
| 5 | Select or de-select the Active designation for a rule. If the checkbox is de-selected, the rule is no longer active and will not be included in a Case Error Check. | A rule cannot be deleted from Connect. If the rule is no longer valid, simply uncheck the Active checkbox to de-activate it. |
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