Rule Group Explorer

This topic is part of About Assignment Rule Group Hierarchy.

The Rule Group Explorer is one of the views in the assignment administration screen. The Rule Group Explorer, shown in the following figure, is a graphical representation of the rule group hierarchy tree and provides a convenient way to navigate the entire rule group hierarchy. The relationships between parent and child rule groups is a hierarchy.


Sample Rule Group Explorer: This image is described in the surrounding text.

This figure shows the following relationships:

  • Root-level rule groups: Root-Level Rule Group 3, Root-Level Rule Group 2, Root-Level Rule Group.

  • Child rule groups and their characteristics:

    • Rule Groups (lists all child rule groups for the current rule group)

    • Rules

    • Designees

    • Inheritable Rules

    For example, Rule Group 1 and Rule Group 2 are child rule groups for Rule Groups.

Rules in rule groups at the lower levels of a hierarchy are processed first, moving up one level each time no rule in the previous level passes. Within each level in the hierarchy, the rules are processed by ascending order of sequence number.

Administrators (AAs and DAs) use the Rule Group Explorer to create and maintain rule group hierarchies. Assignment administrators have organization visibility, so they see the rules for their specific organization or organizations. Typically, AAs use the Rule Group Explorer views in the Administration - Assignment screen but can also use the views in the Administration - Delegated Assignment screen.

Delegated administrators must use the My Rule Group Explorer view in the Administration - Delegated Assignment screen and can see only rule groups for which they are an owner or designee, and the rule groups and rules that appear in the subtree.

DAs can only create a new rule group below one for which they are the owner or designee; this new rule group is a child rule group of the original rule. DAs can also create grandchild rule groups, great-grandchild rule groups, and so on.