Rule Criteria

Rule Criteria define the records to which the rule should be applied. Rules can be very general, such as for all electrical work orders, or very specific, such as for high priority work orders on elevators in the hospital building. Defining Rule Criteria is very similar to defining Report Criteria, with intuitive prompts to assist you in defining the criteria.

Escalation rules have special criteria that work in conjunction with the Rule Criteria. See Escalation Rules for more information.

Define criteria for a rule:

1. Select Tools > Rules Manager from the Main Menu.

   The Rules Manager window opens.

2. Select the rule you want to edit.

3. Click Edit.

   The Edit Rule window opens, defaulted to the Event tab.

4. Click the Criteria tab.

   Previously defined criteria display.

5. Click Edit.

   The Criteria Library window opens. The first option on the left corresponds to the currently defined Rule Criteria, which will be selected by default upon accessing the rule. If Criteria Library options have been defined for this type of rule, they display below the current Rule Criteria.

   On the right, the corresponding fields are listed based on the type of rule—for example, work order fields for work order rules, purchase order fields for purchase order rules, and so on.

   Criteria that has already been defined for the current rule display in the prompts. If there are multiple values defined for a given field, it will say <Multiple Values>.

6. If predefined criteria from the Criteria Library can be used for the rule or as the base for the rule, select the criteria record on the left.

   The corresponding criteria populate into the fields on the right.

7. Define a criteria expression for your rule or modify any default criteria retrieved from the Criteria Library:

   1. Locate the field you want to base your expression on.

   2. Select the operator that defines the relationship between the field and the acceptable values from the first field.

   3. Select the value or values that the expression must meet from the second field.

      For fields connected to a lookup, such as the Priority field, the acceptable values will be available for selection. Refer to the section on Rule Criteria Expressions for further instructions on creating rule criteria for different types of fields.

   4. Repeat as necessary.

8. Click Save.

   The Save button only displays when you are working on a Criteria Library record. You must have permission to save report criteria to use this option.

9. Click Apply.

   The newly defined Rule Criteria will be applied and save with this rule.

   The Criteria sub-tab appears with the newly defined criteria displayed in the Rule Description area.

   Once Rule Criteria is applied, the Rule must be saved to ensure the modified criteria is saved with the rule.