Overview

The Case Error Check / Rules Configuration tab is used to manage your Case Error Check rules. It allows you to update the rules, changing them from an 'Error' to a 'Warning' (and vice versa). Additionally, all rules can be set to 'Active' or 'Inactive' from this page, determining if the rules should be included when executing a Case Error Check.

How to Get Here?

From the Home Page:From the Menus:
  • Click Case Error Check from the Admin list 
  • Open the Admin menu and select Case Error Check

 



Field Definitions

Field

Type

Required

Description

FiltersFilterNo

Allows the list of Error Check Rules to be filtered by Type, Status and Message.

As you type in the free text Message filter , the messages (rules) in the list are filtered to show only those that match what was typed. To restore the list to all errors, clear the contents of the filters.

Error Code

Display Only

(Pulled from system generated/created Case Error Rule)

YesThe system-assigned, unique error code for each error. 
Error Message

Display Only

(Pulled from system generated/created Case Error Rule)

YesThe message text of the error message. 
Type

Display Only

(Pulled from Case Error Rule)

Yes

To designate the rule type.

Values include: 

  • Error 
  • Warning
Active

Checkbox

No

To designate if the rule is active and included in Case Error Checks. If the Active checkbox is selected, it is included and checked when a Case Error Check is being executed.

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Update[Alt] + [U]

To update a case error check rule configuration.

Updating Case Error Rules
Show Audit TrailNot Applicable

To view the audit trail of changes made to Case Error Rules.

  1. Select the case error rule for which you would like to review the audit trail.
  2. Click Show Audit Trail. The Audit Trail window for the error code opens.

  3. Information for Field updates, values Before and After the change, and which user/when the change was made are displayed.






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