How do I ensure correct verbiage is used?

Take the following rules into consideration:

• Never use the abbreviation RE: in a narrative.  Always spell out the entire word "Regarding".
• Do not include the word Adjustor and the word Claims in the same narrative.
• Do not use the # symbol in any narrative.

If your firm needs to enforce these rules as firm policy or via a client mandate, establishing a Text Rule can see that the rules are automatically enforced.

Quit Repeating Yourself

Are you tired of reminding others to avoid certain terminology in their entries? Text Rules can automate the task.

Creating a Text Rule

The instructions below are to establish a Text Rule using the example rule of:  “Never use the abbreviation RE: in a narrative.  Always spell out the entire word 'Regarding'.” These steps can also be followed to create other Text Rules.

1. From MyJuris select Tools > Rule Designer.
   
   
2. Click the down arrow beside the New icon and select New Text from the drop-down list.
   
3. Enter a Code and Description for the rule.  In this example we will name the rule RE and enter 'Always spell out the entire word Regarding' as the description.
4. Select a Severity: Error, Required, Warning, Message.
5. If desired, a Start Date and End Date can be assigned to the rule. A start and end date allow you to define a time frame for the Rule. For example if you only want the rule to be run in the year 2006 or a certain month.
6. Enter Instructions for the rule. The instructions will be shown when an item is rejected based on the rule and will give the user specific instructions on how to resolve the violation. In this example we will enter the instructions: Avoid abbreviations. Please replace RE: with Regarding.
7. For a Text Rule there are also additional options to select: Case-Sensitive, Ignore if Blank, and Match Whole Word.
8. On the Definition tab, select the fields where the rule should be applied.  You can expand Time Entry and Expense Entry to see the available fields. In this example we will place check marks beside the field Narrative under both Time Entry and Expense Entry.
9. Next on the Definition tab, enter the rule fail criteria. Under the text: 'This rules fails if the selected field(s)... select DOES, CONTAIN, ANY and enter the text RE: in the space provided below.
   
   
10. On the Scope Tab, you'll see Time Entry and Expense Entry. The default is checked for both as well as 'Global'. See below for assigning the scope to a particular group.

Defining a Scope

At times you may want to define and enforce a Scope for a Rule or Rule Set.Click here to learn more.

11. Save the rule by clicking the Save icon.