Changing Profiles

Any changes made to a profile are applied as soon as the profile is saved. Any profile item left blank will not be compared to the estimate during a compliance check.

Note: Compliance Utility does not allow you to change an imported profile, or to create a new profile.

Change This Profile

Use this option to change any value or setting for the current profile. When you have finished with changes, you must click the Save button which is located next to the Profile Operation section. Any changes made are applied as soon as the profile is saved. (Only users of Estimate Review can change values and settings in an imported profile.)

Note: Profiles created by compliance business partners cannot be changed in Estimate Review.

Add New Profile (Full Edition only) clears all settings on all tabs so you can create a new profile.

To change an existing profile

In the Main window, click Profiles.

The Manage Profiles window appears.

If there are multiple profiles available, do one of the following:
Use the navigation buttons as needed to find the profile.
Click Find By Name to locate the profile.

In the bottom-left corner of the window, in the Profile Operation section, click Change This Profile.
To change the name of the profile, type a new Profile Name in the text box at the top of the window.
Make the necessary changes to the profile values on each sub-tab, as follows:
On the Rates tab, set the guidelines for the available rates and adjustments.
On the Admin Alerts tab, select which items should be checked during the review.
On the User Defined tab, set user defined guidelines.
On the Labor tab, set the guidelines for labor allowances.
On the Parts tab, set the guidelines for using used, aftermarket, and remanufactured parts.
On the Frame & Betterment tab, set the guidelines used for betterment and frame items.
On the Profile Details tab, set profile details for the selected profile.
On the Refinish & Materials tab, set the guidelines for the refinish and materials amounts.

To save the changes, at the bottom of the window click Save.
Click Main to return to the Main window.
If prompted to save, click Yes.

Reference

Component Descriptions

Manage Profiles Field Descriptions
Profile Name	The name of the current profile. This name appears in the Select Profile list when you start an estimate review.
Profile Operation	Allows you to choose which action you want to perform from the following: View Profiles Use this option to view the settings of the current profile. Change This Profile Use this option to change any value or setting for the current profile. When you have finished with changes, you must click the Save button which is located near the bottom of the dialog box. Any changes made are applied as soon as the profile is saved. (Compliance Utility users cannot change values and settings in an imported profile.) Add New Profile This option is not available in Compliance Utility. Import/Export Profiles Use this option to import or export a profile. Compliance Utility users can import profiles that were created with Estimate Review. Profiles can be exported by users of Estimate Review and those with Administrator privileges.
Navigation Buttons
	First Goes to the first profile in the list.
	Prev Goes to the previous profile in the list.
	Next Goes to the next profile in the list.
	Last Goes to the last profile in the list.
Command Buttons
	Save Saves any changes to the current profile. Although there are other Save buttons on specific tabs, only this button, which is located near the bottom of the dialog box, can be used to save the profile.
	Copy Saves a copy of the profile under a new name. (This feature is supported in Estimate Review only.)
	Delete Deletes the current profile.
	Cancel This button becomes active only when viewing a profile and allows you to close the profile without saving changes.
	Find By Name Allows you to search for a specific profile by name.
	Main Returns to the Main menu.