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How do I Edit My Review Criteria?

  1. In Tools -> Case Settings->Review-> Review Management->Workflow               -> Review Criteria. 
  2. Click On “Create New Review Criteria” it shows Existing Review Criteria. Select the Review Criteria to Edit. 
  3. By using Connector, Can add two or more Phrase 
  4. To edit the Phrase, Select the Phrase and click “Edit Search Phrase” which is on right side of the Search Term and make changes then click “Update”. 
  5. To delete the existing Phrase from Search term, Select the Phrase and Click the “Delete Search Phrase”. 
  6. To group two or more Phrase, Select a Phrase and click “Grouping Options” to open grouping which is on right side of the Search Term and to close grouping select another Phrase and click “Grouping Option”. 
  7. Click “Update Review Criteria” button to save the changes.