Create and Manage Conditional Rules

Create a Conditional Rule

On the Manage menu in the navigation bar, select Conditional Rules.
On the Conditional Rule Manager page, select Create New Rule.
Select a Result type.
Select the desired Reviewer Option checkbox(es).
Enter a Rule Name, a Rule Description, and a Failure Output Message.

Note: Rules must have unique names. Duplicates are not allowed.
Select the desired rule card(s).
Edit the information for the conditional rule(s).

Note: Required information varies based on the rule card selected.
Do one of the following:

Select Save Rule to save your rule information and continue working.
Select Save & Finish to save your rule information and complete the rule.

Delete a Conditional Rule

On the Conditional Rule Manager page, do one of the following:
- Select the check box next to Rule Name to select all the rules.
- Select the individual check box(es) next to the desired rule(s).
Select Delete Rule(s).
In the confirmation window, select Delete Rule.

Edit a Conditional Rule

On the Conditional Rule Manager page, select for the desired rule.

Create a Parts Details Conditional Rule

(This is the Drop-down text)

On the Manage Conditional Rules page, select Create New Rule.
Select a Result type.
Select the desired Reviewer Option check box(es).
Enter a Rule Name, a Rule Description, and a Failure Output Message.
Select the Part Details card.
Select .
In the Select Parts window, make the desired part selections

Select the check box(es) to select the desired part. select the Part Type tab.
Select the check box(es) next to one or more Aftermarket New certification types.
Select Save & Finish.

Conditional Rule Components

Name	Description
Rule Name	The name of the compliance rule.
Rule Description	A description of the rule.
Failure Output Message	The message that will display if an estimate fails to pass the conditional rule.
Result Type	Select the Result Type for when an estimate fails the compliance rule: Critical Failure (when available): stops the estimate from being committed if critical rules fail. Failure: Requires estimator comment for any failure when estimate is committed. Warning: Displays a visual indicator of warning, but does not require comment.
Comment for Warning?	If applicable, you can require a comment for warnings as well as failures.
Reviewer Option	Select the Hide from Appraiser or Escalated to Review check box(es) as desired.
Estimate Version(s)	Select which estimate versions (original, supplement, etc.) to which the rule applies.

Conditional Rule Card Definitions

Card Title	Definition
Betterment	Triggers when the estimate's betterment amount meets a specified comparison and dollar value condition.
Markup/Discount	Triggers when the estimate's markup or discount percentage matches the defined criteria.
Labor Hours	Triggers based on repair line labor hours or differences between judgment labor hours and CEG labor guide values.
Loss Type	Triggers when the claim is associated with one or more selected loss types.
Line Type	Restricts rule evaluation to a specific line type rather than evaluating both CEG and manual lines.
Paint Materials Rate	Triggers when the hourly paint materials rate in the estimate profile meets the specified condition.
Estimate Profile Edits	Triggers based on changes made to selected estimate profile fields, groups, or sections.
Mark As Final	Triggers depending on whether the estimate has been marked as final or not marked as final.
Gross Estimate Total	Triggers when the total estimate amount meets specified criteria for selected estimate types.
Missing Repair Lines	Triggers when specified repair-line text entries are missing from the estimate.
Customer Discussion	Triggers based on state/province selection and customer discussion status, including agreement outcomes.
Deductible	Triggers based on the presence of a deductible and/or when the deductible amount meets specified criteria.
Estimate Status	Triggers when the estimate has the selected status.
ACV Threshold	Triggers when the estimate total meets a specified relationship to the vehicle's ACV threshold.
Vehicle Details	Triggers for selected vehicle year, make, and model combinations.
Vehicle Age/Vehicle Odometer	Triggers when vehicle age, odometer mileage, or both meet specified criteria.
Part Details	Triggers based on selected parts, labor operations, labor rates, or part types within the estimate.
Parts Profile Check	Triggers when no parts profile is configured for the estimate profile.
Parts Provider	Triggers when an alternate part originates from one or more selected parts providers.
Part Price	Triggers when a part's price meets the specified comparison and dollar value criteria.
Part Price Comparison	Triggers when the actual part price differs from the cheapest alternate part by a specified percentage or dollar amount.
Pre-Tax Discount	Triggers when the estimate's pre-tax discount percentage meets the specified criteria.
State/Zip Code	Triggers based on selected states, zip codes, or a combination of both associated with a contact type.
Repair Status	Triggers when specified repair process statuses or milestone dates are missing from the estimate.
Property Damage Limit	Triggers when the policy's property damage limit meets the specified comparison and dollar value criteria.
Point Of Impact	Triggers based on selected primary and/or secondary points of impact recorded for the vehicle damage.

Select Parts Window Components

Name	Description
Search Parts	Search the parts category list using at least three characters and select .
Part Category List	Select the to expand any category in the list. Select the check box(es) next to the desired parts to add them.
Selected Parts	Any parts you have selected will appear here. You can also manually type a part in the Enter Part field.
Any Part	Select the check box to select all parts and remove any individually selected parts from the Selected Parts field.
Labor Operation Tab	Select the check box(es) next to the desired labor operation(s).
Labor Rate	Select the check box(es) next to the desired labor rate(s).
Part Type Tab	Select the check box(es) next to the desired part type(s).
Part Type Tab —Additional Part Information	Select the check box to include parts made up of aluminum, high strength steel, and other special materials.