How can I change the rating strategy?

How do I update a Rating Strategy?

Which parts of a Rating Strategy a system administrator can change, and how to update them

Contents

• 1. Introduction & Context
• 2. Key Features & Functions
• 3. Requirements
• 4. Step-by-Step Guide
• 5. Common Issues & Troubleshooting
• 6. Related Articles

1. Introduction & Context

System administrators may need to update an existing Rating Strategy when a rating style changes, when naming conventions need aligning, or when the strategy needs to apply to additional registers or projects. Clew allows system administrators to modify certain attributes of an existing Rating Strategy, while protecting the core configuration components that ensure rating integrity.

Who is it for? System administrators who maintain Rating Strategies.

What does it impact? You can change some attributes, but the core scoring configuration is fixed at creation to keep risk scoring consistent.

2. Key Features & Functions

Only a few attributes of an existing Rating Strategy can be modified.

Editable fields:

• Title
• Rating Style
• Registers or projects the strategy applies to

Locked fields (fixed once the strategy is created and cannot be changed):

• Matrix
• Rateable Custom Type (Risk Type)
• Rating Custom Type

3. Requirements

• System Administrator access is required to update a Rating Strategy.
• An existing Rating Strategy to edit.

4. Step-by-Step Guide

Updating a Rating Strategy

1. Navigate to Admin > Rating Strategies.

The Rating Strategies list under Admin.

2. Search for the rating strategy you want to update using the search bar.
3. Open the strategy for editing by clicking either the hyperlinked Title or the pencil icon at the end of the row. Both open the Edit Rating Strategy form.

Opening the strategy from the Title link or the pencil icon.

4. In the Edit Rating Strategy form, update the editable fields, such as Title, Rating Style, and the registers or projects the strategy applies to.

Updating the editable fields in the Edit Rating Strategy form.

5. After making the required updates, click Save to apply the changes.

5. Common Issues & Troubleshooting

6. Related Articles

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