Select Rules to Run page

Reference Name

Name by which the rule is defined in the database. READ-ONLY.

• Click the checkbox next to the Reference Name column label to select all the rules in the list.
• Click the checkbox next to an individual Reference Name to select the rule to run.

Description

Descriptive rule name.

Type

• Calculation—Calculation used to determine the value of a data item based on the value of another data item.
• Form Rule—Edit check on a form data item.
• Workflow Rule—Workflow rule defined in the Central Designer application during study design.
• Global Condition—Global condition defined in the Central Designer application during study design.

Status

Status of the rule.

• Active—Only rules with an Active status are run during form submission.
• Inactive—Rules with an Inactive state are not run during form submission. Inactive rules can be run in batch mode. You can mark rules as inactive from the InForm user interface so that they will not be run during form submission. However, if a new package is deployed from the Central Designer application, the changed active/inactive states will be overwritten by the new deployment. To permanently inactivate a rule, you must use the Central Designer application.
• Disabled—Disabled rules are rules that are created by a study designer in the Central Designer application, and marked as disabled before being deployed to the InForm application. Disabled rules cannot be run in the InForm application, however their descriptions appear on the Rules page in the Admin user interface with all other rules.

Rule Type filter

Filters the rules based on type:

• Calculation (default)—Displays all the calculation rules used to determine the value of a data item based on the value of another data item.
  • Unlike regular form submissions, data changes introduced by Batch Run Calculations do not automatically trigger running rules that have dependencies on the data.
  • Oracle recommends running Calculations prior to Form Rules because Calculation rules can alter clinical data values.
• Form Rule—Displays all the form rules used to run an edit checks on form data.
• Workflow—Displays all workflow rules and global conditions.

  When you select a filter option, the rule list refreshes to display the selected Rule Type(s).

Run Rules/Run Calculations

Opens the Rules Selected for Running page so that you can confirm the list of selected rules and run them.

The button text changes depending on the rule type you select in the Rule Type filter.

Return

Returns you to the Rules page that lists all the rules that are defined for the study.