Adding Rulesets for Workgroups

Procedure

To add rulesets for workgroups:

1. Select Admin.
   The Admin Home Page appears.

2. From the Policy Administration tab, select Rulesets.
   The Rulesets screen appears.

3. Click Add.
   The Ruleset Definition screen appears.

4. From the Type field, select Workgroup.

5. Enter a name, currency, and default for the workgroup ruleset. If a ruleset cannot assign an invoice, eCredit assigns the invoice to the default workgroup you select.

6. Do one of the following:

1. To create the workgroup ruleset without using any predefined information, select the Create Blank option button, and click Save.
   The Rules section appears.

2. To create the workgroup ruleset using an existing workgroup ruleset, select the Copy From option button and select the ruleset from the Copy From list, and click Save.
   The Rules section displays any predefined information for the selected ruleset.

You can now add rules to the ruleset. How?