Making an Effective-Dated Change to an Approval Rule Set

To make an effective-dated change to an approval rule set:

  1. Open the approval rule set.

  2. Select File, Save As.

  3. Enter the new effective date.

  4. Click OK.

    Now, a new object with the same name exists, but it has a different effective date. The different effective-dated versions of the rule set appear separately in the dialog box.

  5. Modify the rules, as needed.