How to edit a rule

Warning: Before editing a rule please consider carefully how this may affect analysis and reporting, and in particular comparisons with any previous figures generated by that rule.

To edit a rule:

1. Log in to the Revenue Retriever website and click on the All Rules button. The screen will open on the most recently added rule.
2. Use the left and right arrow keys or the selectors at the bottom of the screen to move between the rules to find the one you want to edit.
3. Click the Edit button at the top of the screen. The rule will opened in editing view

What you can edit:

• Update the parameters for the rule, including its name, the prompt that vets see in Provet Cloud, etc.
  Read about setting the parameters of the rule.
• Modify or add the product(s) and/or service(s) that will trigger the rule, and those which it will check for and, if appropriate, add to the customer's bill.
  Read about adding products and services to a rule. 

Save and finish

• When you are done, click the Save button at the top of the screen.