Managing Rules

After you create Attempt Supervisor rules, you can view, modify, copy, export, delete, and restore the deleted rules.

Viewing Rules

You can view the list of all available rules from the Rules tab. You can also see all the configured settings for the rule.

If the rule violates one or multiple criteria from the following list, the violated rules are highlighted with an alert icon. The reason for the violation appears.

• More than three clients on a rule when using the trusted partners model.
• More than five rules match per interaction.
• The total amount of conditions within each rule across Call Centers, Services, Term Codes, and Zip Codes variables exceeds 15.

Modifying Rules

You can modify a rule from the Rules tab.

To modify a rule:

1. Double-click the rule you want to modify. The rule appears in edit mode.
   
2. Modify all the required fields. For detailed information about defining the rules, see the Defining Rules section.
3. Click Save.

Copying Rules

When you are creating a rule that is similar to an existing rule, you can use the copy feature.

To copy a rule:

1. Select the rule you want to copy.
2. Click the Copy button. The Copy Rule window appears.
3. Update the rule as required. For detailed information about defining the rules, see the Defining Rules section.

4. Click Save.

   You can save the rule only after making at least one change.

Deleting Rules

You can delete rules from the Rules tab.

To delete a rule:

1. Click the Delete button. A Warning window appears.
2. Click Yes to confirm.

Exporting Rules

You can export the list of rules to a CSV file.

1. Click the Export button to export the list of rules from the Rules tab. The following window appears.
   
2. Select a delimiter from the Delimeters drop-down menu.
3. Select the Add export header checkbox if you want the header row in the CSV file.
4. Select the Keep browser time checkbox if you want the browser time in the CSV file.
5. Click the Export button. A CSV file containing the rules is downloaded to your system.

Restoring Deleted Rules

You can recover deleted rules from the Auditor tab. See the Reverting Rule Change section of the Auditor tab page for more information.