Editing XactXpert rules in Xactimate Admin
Profile owners and instance admins can customize rules in either profiles or instances, or both, as needed.
- Log in to Xactimate Admin.
- Select Profiles from the left menu.
- Select your profile.
- Select the Rules tab.
- In the rules table, select the row of the rule that needs changes. This opens a side drawer that includes various information, including the rule’s name, description, rule type, reference ID, and other important data. Users can make edits to their rule here.
- After editing the rule’s information, select Save.
- Select Close to close the side drawer.