Rules Manager
The Maintenance Connection Rules Manager is an important System Administration tool that allows you to establish rules for the automated generation of actions based on the occurrence of specified events in the system. For example, rules can be defined to create automated notifications, assignments or to run database scripts. Multiple actions can be tied to a single rule.
Actions can be initiated based on a wide array of events, including work order creation, assignment or status changes, asset status changes or spec reading failures, purchase order creation or status changes, KPI thresholds, member login/logoff, and predictive maintenance changes. There is also a custom event that allows the system to initiate an action upon a change in value of a specified field from primary files— such as the change in an anticipated Purchase Order Ship Date or Work Order Target Date. In addition, Escalation Rules can be defined that initiate an action based on date criteria, including elapsed time.
Access the Rules Manager:
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Select Tools > Rules Manager from the Main Menu.
The Rules Manager window opens.
The Maintenance Connection Service Agent is required for Rules that include Email, Text Message and Database Script actions.
The Rules Manager window lists all currently defined rules. Rules are sequenced based on defined Rule Order, and then sorted alphabetically. The Rules Manager window indicates the actions associated with the rule, the name of the rule, the defined rule order, and whether or not the rule is enabled.
The event on which the rule is based is displayed when you hover your cursor over a selected rule. This is very helpful when the Rule Name does not list the actual event.
Available Filters
The following filters area available for the Rules Manager:
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The Event field filters the displayed rules to the specified event, making it easy to find a particular type of rule.
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The Action field filters the rules based on the specified action, allowing you to quickly locate particular actions, such as all rules that include a Labor Assignment.
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The Repair Center field filters the rules to those linked to the chosen Repair Center. The selected option corresponds to the Repair Center identified on the Edit Rule page.
This Repair Center designation is only used for filtering. To ensure a rule is only triggered on records from a given Repair Center, the Repair Center must be specified in Rule Criteria.
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The Enabled?field allows you to quickly filter to only enabled rules.
Action Indicators
To the left of the Rule Name column is a grid indicating the actions that will be initiated when the rule or event occurs:
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