Edit the suggested checks

Change the fields to find and the rules, add judgements, and set each to Must pass or Advisory.

1 min read

Everything here is a suggestion. Change any of it.

Document type. Edit the name if it's wrong, for example Public liability insurance certificate.

Fields to find. Each field has a label and a type: Name, Date, Amount or Text. Choose + Add a field to add one, or ✕ to remove one.

Rules. Each rule is a sentence. The blue parts are editable:

  • Expiry date is at least 30 days after the upload date
  • Insured name matches the learner's name
  • Cover amount is at least $10,000,000

Choose the field from the dropdown, and type numbers and amounts. Choose + Add a rule for another.

Judgements. For things a rule can't express, choose + Add a judgement and write it in plain words, for example "Issued by an insurer, not self-made".

Set each rule or judgement to Must pass or Advisory:

  • Must pass rules decide the outcome.
  • Advisory rules are shown to the reviewer, but never send an upload back.