Rule Template

Tool Search: Rule Template

Rule Templates are used to import Rules during Open Enrollment Setup for a Preference during configuration. After a template has been created, it can be deleted by selecting that template from the list and clicking the Delete button.

Rule Templates can also be created during the Preference setup.

Screenshot of rules template

Create a New Rules Template

  1. Click New.
  2. Enter a name for the template.
  3. Add existing Rules to the template by clicking Save & Add Rule to Template. For more information, review Rules (Open Enrollment Setup).
  4. Review the Rules you have added to the template.
  5. Click Save.