Rules can be accessed in the following logs in Administration Mode:
- Company Workspace node > Rules
- Company > Templates > Rules
- Project > Rules
- Project Template > Rules
- Shell > Rules
- Shell Template > Rules
Rules can also be updated in active and on-hold projects and shells by updating ("pushing") the changes from a project or shell template using Update Projects Update project cost or fund rules) or Update Shells (Updating Shells - Rules Node).
To edit a rule
- Select the rule in the Rules log. If the rule is active, you must deactivate it before editing.
- Click the Edit button. The Edit Rule window opens.
- Make edits as necessary and click OK.
To delete a rule
Select a rule from the Rule Log window. Click Delete, then Yes when prompted to confirm.
To view a rule audit log
- Select a rule from the Rules log.
- Click the View menu and choose Audit Log. The Audit Log window opens, listing each event associated with the rule. The date and time stamp of each event reflect users’ current time zone as set in their User Preferences.
- From the Audit Log window, you can double-click a listed event to view the audit record detail, which details the action taken. The details also include the user’s current time zone for reference.
To print the audit log
- From the Audit Log window, click the Print button. A PDF file is created.
- Do one of the following:
- Click Open to open the file in Adobe Acrobat Reader. From the Reader window, you can view, save, or print the file.
- Click Save. In the Save As window, navigate to the location in which you want to save the PDF file. Open the file in Adobe Acrobat Reader and choose File > Print to print.