Gain insights into the Rules Manager from a system administrator's perspective. Learn about database-level audit procedures and how to configure various complex automation rules.

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SA07|Rules Manager Events and Notifications

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Rules Manager Defined
Rule Criteria
Rule Actions
Creating Rules
Agenda

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Rules Manager Overview
Rules Manager Dialog
Rules Manager Defined

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Establish guidelines for automatic
actions based on predefined events:
• Emails, Texts, and Notifications
• Assignments
• Run Database Scripts and Server Pages
Rules Manager Overview

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Actions initiated based on events
Rules Manager Dialog:
• Lists all defined Rules
• Grouped by Rule Order and sorted
alphabetically
Rules Manager Overview (cont’d)

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Event, Action, and Repair Center Filters
assist in locating specific types of Rules
Rules Manager Dialog

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Grid indicating actions initiated upon
Rule or event occurrence
Hover mouse over Icon or Rule Name
for additional detail
Rules Manager Dialog (cont’d)

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Now let’s take a look at navigating the
Rules Manager Dialog!
Rules Manager Dialog Navigation: Example

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Rule Criteria Overview
Defining Criteria Expressions
Rules Criteria

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Defines which records to apply Rule
Action to
Can be general or specific
Very similar to Report Criteria
Rules Criteria Overview

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Steps to edit Criteria:
• Edit Rule to modify Criteria
• Click Edit button to define or edit criteria
in Criteria Dialog
Defining Criteria Expressions

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Prompts are used to define Criteria
expressions
Defining Criteria Expressions (cont’d)

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Three parts to expression:
• Field
• Value
• Control
Defining Criteria Expressions (cont’d)

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Example of Criteria Expression for High
Priority Work Orders:
Defining Criteria Expressions (cont’d)

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Rule Actions Overview
Action Options
Rule Actions

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Define action to be initiated when Rule
is executed
Action(s) are checked to be defined or
activated
Rule Actions Overview

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Recipient tabs for all Email, Text
Message, and Notifications
• Associated Recipients specify roles
related to record to receive notification
• Recipients includes individuals and / or
email groups
Rule Actions Overview (cont’d)

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Send Email Action:
• Settings
• Text or HTML Message
• Attach Reports (optional)
Action Options

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Send Text Message:
• Settings
• Text address stored in SMS Email field for
designated module (e.g. Labor, Requester,
or Shop)
• No stored Message content
Action Options (cont’d)

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Send Notification:
• Internal Message
• Alert
• No stored Message content
Action Options (cont’d)

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Create Assignment:
• Specify individual for assignment
• Multiple assignments supported
• Only for New Work Order Creation Event
Action Options (cont’d)

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Run Database Script and Run Server
Page:
• Advanced administrator tools
• Typically implemented by MC
Action Options (cont’d)

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New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules

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Select New from Rules Manager on the
Action Bar
New Rule Dialog display prompts for:
• Event
• Rule Name
• Rule Order
• Repair Center
• Rule Enabled?
New Rule Dialog

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Events are grouped by type / module
Common Work Order Events:
• New Work Order
• Work Order Approved
• Work Order Status Change
• Work Order Priority Change
Define Event

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Example of Work Order Event
selection:
Define Event (cont’d)

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Criteria is optional
Action(s) must be selected for Rule to
trigger
Define Criteria and Action

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Now let’s take a look at creating an Email
Notification for new Safety Work Orders
with a High Priority!
Create Email Notification: Example

29. Thank You for
Watching!