Constructing Rules

This section discusses how to:

  • Use Rules Engine Search.

  • Use Rule Engine Groups Search.

  • Create Functional Rules.

  • Add Variables to a Rule.

  • Add Criteria to a Rule.

  • Define Rule Groups.

  • Define Rule Triggers.

You create all Rules, including Functions and Triggers, using the Rules Engine Manager. Functionality available to create Rules is determined by:

  • Skill Level (Expert or Developer)

  • Rule Usage (Rule, Function, or Trigger)

  • Rule Category

  • Rule Group

Depending on user security as set up in Rule Category Security, the Rules Engine Manager can be accessed using different Skill Levels. Skill Levels that can be selected are Expert or Developer, with Developer having ability to create Rules where the logic is defined in Application Class PeopleCode. Experts create Rule logic in the Rules Engine Manager Define Rule Page.

Note:

Currently, the Rules Engine Manager can only be used by users with a Skill Level of Expert or Developer.

An Example Rule

To help describe the process of creating a new Rule, an example scenario of creating a new academic progression Rule is used throughout this documentation. This Rule evaluates data in the Academic Progress Tracker (APT). The example assumes that the Rule is run as part of a batch process at the end of a specific Academic Year; targeting all students in a specific Academic Program (Bachelor of Psychology) and student cohort. The purpose of the Rule is to find out whether students have obtained enough credits to progress to the from Year 1 to Year 2 of their academic program. The Rule is setup to run for a particular student.