Setting Up Business Rules

This topic describes how to configure business rules in the Business Rules Framework.

Accessing Business Rules

To access business rules:

1. Navigate to the Business Rules Framework in the Navigator: Common Setup > Business Rules Framework.

2. On the Business Rules Framework landing page, select the offering you are implementing, such as Permits..

   Select Common to access events that apply to more than one offering.

   Select Scheduled Rules to create a rule that you can run at a specific time or on a recurring basis.

   Note: With scheduled rules, you first create the rule, similar to how you create other rules, then you define the schedule by which it will run.For more information on configuring scheduled rules, see Setting Up Scheduled Rules.

3. On the offering’s events page, select the event for which you want to manage business rules, such as Inspection Canceled for the Inspection resource.

4. Use the Event Details page to view, add, or manage the business rules associated with the event.

Working with Default Business Rules

Most events have a predefined default rule, which you can use as is or use as a template to create your user-defined business rules. Default business rules have no criteria and the only action is Send Communication for All Templates.

Note: The only modifications you can make on a default rule is to either enable or disable the rule. To make other changes you need to add a new rule or copy an existing default rule.

Copying a Default Rule

Except for enabling or disabling a default rule, you can’t modify an existing default rule directly; you need to copy it first, and then make your changes.

To copy a default rule:

1. Access the default business rule.

2. On the Event Details page, click Copy in the Actions column in the Business Rules grid.

3. On the Copy page, enter a new Rule Name and Rule Description.

4. Click Save.

   Note: After you copy a default rule, it becomes disabled automatically, and the new rule you just created is enabled.

Adding User-Defined Business Rules

If you don't want to use the existing default rule, or copy it, you can add user-defined business rules.

1. On the Event Details page, click Add to create a new business rule for the event.

2. On the Business Rules Details page, enter these values:

   Page Element	Description
   Rule Name	The name of the rule. Note: The rule name must be unique and can’t be changed after you save.
   Rule Description	Enter a description to further identify the rule.
   Enabled	Turn on to enable the rule to be run in the system. Turn off the switch to disable the rule.

3. Add one or more row of criteria.

   See Setting Up Business Rule Criteria.

4. Add one or more action.

   For more information on the different action types, see the topic in this chapter specific to the action type you want to trigger.