Manage Rules
Rules can be accessed in the following logs in Admin mode:
- Go to the Company Workspace tab. In the left Navigator, select Company Workspace, and then select Rules.
- Go to the Company Workspace tab. In the left Navigator, select Templates, and then select Rules.
- Go to the Company Workspace tab. In the left Navigator, select Templates, select Shells, select the [shell type], and open the [shell template]. In the left Navigator, select Rules.
- Go to the shell tab. In the left Navigator, select Rules.
Rules can also be updated in active and on-hold projects/shells by updating ("pushing") the changes from a project/shell template using Update Projects or Update Shells.
To edit a rule:
- Select the rule in the Rules log. If the rule is active, you must deactivate it before editing.
- Select Edit. The Edit Rule window opens.
- Make edits as necessary, and select OK.
To delete a rule:
Select a rule from the Rule Log. Select Delete, and then select Yes when prompted to confirm.
To view a rule audit log:
- Select a rule from the Rules log.
- Select the View menu, and choose Audit Log. The Audit Log 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.
- In the Audit Log, 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:
- In the Audit Log, select Print. A PDF file is created.
- Do one of the following:
- Select Open to open the file in Adobe Acrobat Reader. From the Reader window, you can view, save, or print the file.
- Select 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, select File, and then select Print to print.
Last Published Monday, October 13, 2025