AGENCY RULES TAB

You will also need to add Agency Rules by going to the Rules Tab.

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for View Agency Rule.   

ADD AGENCY RULE

To add a rule, click on the icon and enter a start date for your rule.  

To see when the rule was modified, click on the "Get Modification Information" drop down.

The information displays

To view the Rule Definition, click on the magnifying glass

The Rule Definition displays

EDIT AGENCY RULE

To edit an agency rule, click on the Edit Pencil.

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Edit Agency Rule.

Make the necessary changes and click "Save" when you are finished. 

END AGENCY RULE

To end and agency rule, click on the Edit Pencil 

and add an end date.

For a listing of all the rules and how they work see Org/Region/Agency Rules