Work with Conditions

Each rule includes up to five conditions that specify attributes of employees selected as incident reporters. The rule assigns professional users to incidents reported by those employees.

By default, the employee who uses the Report an Incident page to create a safety incident is its reporter. While creating the incident, however, that employee may select either another employee or a nonemployee as the reporter. Because rules depend on information about reporters to select incidents for assignment, and because that information is available only for employees, rules can't make assignments for safety incidents with nonemployee reporters.

For each condition, you select a predefined attribute, a Matches any of operator, and values that are valid for the attribute. The condition then selects incidents reported by employees to whom any of the values apply.

In most cases, attributes correspond to values selected for each employee in his or her Person record in Human Capital Management. These include Legal Employer, Reporting Entity, Business Unit, Department, and Country. These attributes are available no matter what object you select for a rule.

You might, for example, create the filter "Business Unit Matches any of Consumer Electronics, Database Servers." Assuming these are business units in your company, the condition would select incidents reported by employees whose Person records indicate they're assigned to either unit.

One more attribute, Safety Incident Event, is available if you select the Safety Incident Details or Safety Incident Event object for a rule. As its value, you can choose any combination of event types an employee may select while reporting an incident. The condition would then return records of incidents for which the reporter selected any of those event types.

Conditions have an AND relationship. A rule can make assignments only for incidents selected by all the conditions defined for the rule.

As you create conditions:

• Within a rule, you can select each attribute only once, for one condition.
• You can remove the row for a condition by clicking its trash-can icon. The attribute from that deleted row becomes available for reselection in a new condition.
• To add a value, click in the Value field, then begin to enter text. After you type a few characters, the application displays a list of values that include the text you've typed. Click on the value you want. Then repeat the process for each value you want to add.
• Each time you select a value, the application places it in a box in the Value field. This separates each value from other values; you don't provide a delimiter character.
• The box containing a value also contains a deletion character (×). Click it if you want to remove the value from your condition.