Documentation Center

Rules Wizard

The Rules Wizard walks you through the steps of creating a new rule.

There are two basic types of rules: those that act based on assets and those that act based on tasks.

To start the Rules Wizard, go to Management > Business Rule Linkage > Rules and click Add. The wizard appears, prompting you to specify a name for your rule.

The Rules Wizard presents the following groups of choices, which it steps through in the order given here:
  • Selector – What should the rule apply to?
  • Condition – What conditions should the rule check?
  • Action – What should the rule do?
  • Exceptions – What exceptions should the rule check?
  • Execution – When should the rule be run?