Opening A Saved Ruleset

In order to edit or delete a saved Ruleset you will first need to open the Ruleset. See the following:

• Retrieving A Recently-Viewed Credit Review Ruleset

• Retrieving A Saved Credit Review Ruleset Using The Finder

Retrieving A Recently-Viewed Credit Review Ruleset

If you have recently been working with a Ruleset and then closed the record, you may reopen it:

• From the Home tab: If the document you require is listed in the recent section, click the hyperlink to open the document in a new tab. Or:

   

  

   

• From the Toolbar - Main Menu: Click File on the main menu, then select from the list of recently-viewed documents.

  One way to retrieve a recently-viewed document is to click File on the Toolbar - Main Menu, then select from the list of recently-viewed documents:

   

  

   

However, you may need to locate and open the Credit Review Ruleset using the Finder:

Retrieving A Saved Credit Review Ruleset Using The Finder

To retrieve a saved Credit Review Ruleset you will need to use the Finder, set to Search Credit Review Ruleset:

For further details see Finding Credit Review Rulesets.

The Ruleset's Name, Description and Last Amended Date are shown.

To Open a Saved Credit Review Ruleset, click the hyperlink of the required Ruleset in the Ruleset Identifier column of the Finder. The Ruleset opens in its own tab.

Note: You may also view and retrieve Credit Review Actions using the Finder. See Finding Credit Review Actions.

NEXT: Moving Actions, Rules And Comments Within A Ruleset