Modifying Rulesets and Rules

Procedure

It is not recommended to modify a ruleset while it is active. To modify the active ruleset, create a new one by copying the active ruleset. Make your modifications on the copy. When you have finalized your changes, you can promote the revised ruleset to make it the active ruleset.

To modify rulesets:

1. Select Admin.
   The Admin Home Page appears.

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

3. Select view/edit in the row for the ruleset that you want to modify.
   The Ruleset Definition screen appears.

4. Change information for the ruleset. You can change the name, default workgroup or segment, and currency. The ruleset Name must be unique.

5. To modify a rule, In the Rules section, click view/edit in the row for the rule you want to modify.
   The Rule Definition screen appears.

6. At the top of the screen, if necessary, change the selection in the check box that indicates whether the rule is the root rule, and click Save. A ruleset can have only one root rule. The root rule is indicated by a green check mark.

Note:  You cannot change the name or attribute for the rule. To use a different attribute, you must create a new rule.

7. In the Conditions section, click view/edit in the row for the condition you want to change.
   The Rule Condition screen appears.

8. In the Define Condition for Attribute Name section, you can change the selection for the type of condition, and change the values in the fields for the condition.

9. In the If Condition is Satisfied section, make any changes to the Evaluate Rule or Assignment (Segment or Workgroup) selection.

10. Click Save.

Note: If you changed the rule name, the rule name is updated in lists when selecting rules as results for rule conditions.

You can also add a rule to a ruleset. How?