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| 1 | Go to Administration > List Management > Validation Sets. |  Validation Set List Domain |
| 2 | Upon entering the Domain all existing validation sets will appear. |  Existing Validation Sets |
| 3 | To create a new validation set, click on the New Validation Sets box on the top of the page. |  New Validation Set |
| 4 | Fill in the following fields to create a validation set. |  Creating a New Validation Set |
Field | Description | ||
|---|---|---|---|
Description: | Name of Validation Set | ||
Validation Set Condition: | A condition that determines which set(s), if any, will be considered. | ||
Optional: | If flag set to No, this validation set MUST be completed before moving through the workflow. If set to Yes, an error message will appear but the advisor will still be allowed to continue.
| ||
Validations: | Validations that are included in the set | ||
Validation Sub-Set: | A way to group sets of validation sets. Another level of managing validations. |
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