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When Should I Use This?
Use Review Rules when you need to:
Review what checks and validations are being performed during the review process
Confirm whether a rule is Active (Yes/No)
Update an existing rule using Edit
Learn more about a rule using Information
Step-by-Step Instructions
Go to Manage Program.
Open the Review Rules screen.
Review the Active column to see whether each rule is set to Yes or No.
Review each rule’s Review Category and Description to understand what it checks.
In the Actions column, select Edit to modify an existing rule.
In the Actions column, select Information to view additional details about a rule.
Common Mistakes to Avoid
Trying to create a net-new rule: the documentation states, “No new Review Rules can be created at this time.”
Overlooking the Active setting: if a rule is set to No, it is not marked active on the Review Rules screen.
Editing without checking Review Category and Description first, which are shown on the Review Rules screen for context.
Best Practices for FORWARD Direct Users
Use Information to understand a rule before you Edit it.
Confirm whether each rule should be Active (Yes) or Active (No) as part of your setup review.
Remember that Review Rules are generated by AI and can be customized for your program—plan your edits carefully so the rules match your intended checks and validations.
FAQ
Can I create a new Review Rule?
No. The documentation states: “No new Review Rules can be created at this time.”
Can I edit an existing Review Rule?
Yes. The Review Rules screen includes an Edit action for existing rules.
What does “Active: Yes/No” mean on the Review Rules screen?
The Review Rules screen includes an Active column with Yes and No options, indicating whether a rule is marked active on that screen.
Where do Review Rules come from?
Review Rules are generated by AI and are used for checks and validations during the review process.
Can Review Rules be customized for my program?
Yes. The documentation states that the rules “can be customized for your program.”