Choose Rule Set Dialog Box

Use this dialog box to create a new rule set (a group of settings used in the import process), re-use or modify a rule set you previously saved, or to delete an existing rule set.

To create a new rule set based on the settings you choose as you go through this wizard, select Create a new rule set and select Next to continue.

If you saved a rule set (settings you configured when you previously ran the Asset Import Wizard), you can open that rule set here. You'll have the opportunity to modify or verify how to match up your worksheet with the terms Cherwell Asset Management uses. Select the Use/modify existing rule set option, and then select a rule set from the drop-down list box. Click Next to continue.

To delete an existing rule set, select the Delete Rule Set button. A dialog box opens where you can select the rule set you want to remove.