Rules are categorised as either:
- Published - live within the system
- Draft - Being prepared but not currently live
- Retired - No longer active
To make changes to a published rule, you select the published rule and select Edit this rule. This will trigger the creation of a draft version of the current rule, ensure the current rule remains live while the amendments are live.
Within the published Rule table you can see which version of the rule is live, this is for auding and tracking purposes.
Within the draft rule sections you can amend the rule meta data, departments where it is active as well as the triggers and suggestions. During this process you can also analyse what impact these changes will have to the rule compliance and potential revenue retrieved via the Analyse button. As with a new rule - when you are happy with the changes you can review and publish the rule. This will promote the new version of the rule to the pop up.
If you have decided that you do not want to have a rule active any more you must select the rule and select Retire this Rule from the bottom corner. This will remove the rule from the active pop up