You can change the MLP ruleset name, add/remove trades and categories within a Trade/Category combination, add/remove levels, add/remove actions, change limits, workflow, and notifications.
You can also clone an existing MLP ruleset to change trades and categories.
- Click Menu > MLP Configuration.
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- In the MLP Rules section, click the ruleset name.
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- (Optional) Add or remove trades and categories from the existing Trade/Category combination or add a new combination by clicking the Add Trades/Categories button.
- (Optional) Click the Cross icon next to the level to remove the level and its configuration from the hierarchy.
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- (Optional) Click + Add a Level to append more levels to the hierarchy.
- (Optional) Click the Cross icon next to the action to remove it from the level.
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- (Optional) Click Add Action to add more actions to the level.
- (Optional) Change the approval limit if needed.
- (Optional) Change the Forward To option if needed.
- (Optional) Change the Set Status To option for the Approve action(s) if needed.
- (Optional) Change the number of days for auto-escalation, notifications, overrides, and skips if needed.
- Click Save > Close > Apply Changes to save the updates.
- Click Menu > MLP Configuration.
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- In the MLP Rules section, click the ruleset name.
- At the top of the MLP Rules Configuration page, click Clone.
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The existing MLP hierarchy with the same limits, level actions, configuration of notifications, overrides, skips, and auto-escalation days will be copied. You will be redirected to a new ruleset configuration page.
- In the upper-left corner of the page, enter the new ruleset name.
- Click Add Trades/Categories to add trades and categories for the ruleset.
- Make necessary changes in the hierarchy, workflow, and notifications if needed.