| 1. | On the Question Bank screen, click Automation Rules from the Additional Options menu. |
| 2. | The Manage Automation Rules page will appear. Select the New Rule button. |
| 3. | The Manage Automation Rules: New Rule window will appear. Enter a Rule Name in the Rule Name field. |
| 4. | If the current project includes older flash-style screens, the Ignore Flash Screen Styles checkbox will appear. The checkbox is selected by default. To exclude flash question screens from the automation rule, leave this checkbox selected, or deselect the checkbox to include flash screen styles. |
| 5. | Click the Filter Type button. A drop-down list of available filter types will appear. |
| 6. | Choose from Category, Tag or Screen Style in the Filter Type drop-down. |
| 7. | From the dialog box, select the desired category, tag or screen style you wish to include in the automation rule. |
| 8. | Click the Ok button to close the dialog box. |
| 9. | A new row will appear in the automation rule. The total count of screens that match the row filter will display beneath the row's input fields. If Multilingual Support is enabled, the screen count will be shown for both languages. Note: To reorder filters, use the drag-handles on the top-left of the Filter Name field. |
| 10. | Enter the number of questions required for each level of difficulty within each filter. The number in brackets [ ] beside each field indicates the number of questions assigned that level of difficulty. Sub totals will show the number of questions required from each filter; totals will show the total number of questions required from all categories at the low, medium and high level of difficulty. Note: If the number required exceeds the number of Questions available in the level categories a (low, medium or high) a Validation has failed message displays. A validation error can occur if Multilingual Support is enabled and the screen count for the alternate language questions is zero. |
| 11. | Click Submit. The new rule will be displayed on the Manage Automation Rules screen. |
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