How to View Rule Bases

When you view active rules, you see the rules, states, functions, and variables in the selected rule base that are currently active that impact the incidents and other types of records on your site.

When you open the Rules editor, the View Active button on the ribbon is selected. Unless you intend to make changes to your rule base, it is a good idea to use the View Active option instead of Edit to prevent accidental modification of the rule base and help you track changes to the rule base. When changes to the rule base are necessary, you can tell if someone else has already begun making changes by looking at the Last Updated column on the Rules editor or the Edited date when reviewing the active rule base.

In addition to viewing the rule base without editing it when you select View Active, you also have the option of restoring the archived rule base. If, after viewing the rule base, you decide you want to revert to the previously archived version of the rule base (that is, the last one that had been activated prior to the current version), you can restore the archived version. After restoring the archived rule base, you must activate it for the restored version to become the new current version.

Note: You can prevent staff members from editing rules by clearing the Rules Edit check box on the Administration permissions tab of the Profiles editor, but still let them view rules by selecting the Rules View check box. See Administration Permissions.