Create and manage rules on the user interface

Study designers can now create, test, and publish rules from the product's user interface.

Last year, in December, we announced that more details about your rules and automated queries workflow will be coming soon. At the end of this month, you will get a complete workflow on how to create, modify, test and publish rules, and generate automated queries. In the meantime, here's what's new and changed in your workflow, if you're a user manager or study designer.

Details for user administrators

Your workflow hasn't changed, but there are some new roles that you need to be aware of. Study designers must have these roles assigned to them in order to create, test, approve and publish rules.

Table 18-7 Roles for working with rules

Role	Available tasks include
Rule Designer	Create a rule Edit a rule with a status of Draft Update a rule's status from Draft to UAT Update a rule's status from UAT to Draft Enable or disable a rule with a status of Draft, UAT or Approved while the rule is running in Testing mode View a rule with a status of Draft, UAT, Approved or Published Edit a rule with a status of Published in Testing mode Edit a rule that's published in a live study Delete a rule with a status of Draft, UAT or Approved
Rule Tester	View a rule with a status of Draft, UAT, Approved or Published Update a rule's status from UAT to Approved Update a rule's status from Approved to UAT Update a rule's status from Published to Draft Enable or disable rules with a status of Draft, UAT, Approved or Published
Rule Publisher	View a rule with a status of Draft, UAT, Approved or Published Enable or disable a rule with a status of Published while they're running in a live study Update a rule's status from Approved to Published Update a rule's status from Published to Draft Move the study from the Testing to the Production container to publish multiple rules in Production

Details for study designers

New pane for adding rules in Testing mode

When you view a visit, on the right, there's a new Rules pane that you can expand. On this pane, you can add rules, show all rules in a form, or change a rule's status.

Figure 18-51 How rule designers see the Rules pane on a visit

Rule editor where you can define rules

This is your very own rule editor where you can create a rule from scratch, from its variables to its expressions. Additionally, you can also set a rule's action, whether it should calculate a value or create an automated query.

Update a rule's status

Depending on your role, you can update a rule's status to:

• Draft: this is the initial status a rule has right after it's created. Additionally, a published rule in Production also gets a status of Draft when it is updated in Testing.
• UAT: if the rule is ready to be tested
• Approved: if a rule passed testing and is ready to be published
• Published: if a rule is published in Production

Here's a diagram of a rule's lifecycle, so you can better understand your workflow, whether you're a Rule Designer, Rule Tester or Rule Publisher.

Figure 18-52 A rule's lifecycle in the system

Figure 18-53 How a rule's status is updated

Publish, modify, and re-publish a rule

You can:

• Publish a single rule on a form by updating its status to Published.
• Publish multiple rules in a form by clicking View all Rules in the Form and Publish All Approved Rules.
• Publish one or multiple rules in Production by moving a study from the Testing to the Approved container.

You can also re-publish one or multiple rules in Production.

Figure 18-54 Message received when multiple rules are published in Production

Already working in a live study?

As soon as you're provisioned as a rule designer, rule tester or rule publisher, you can start creating, testing, and publishing rules after the system upgrade is complete. Rules will be running as soon as the study is moved from Testing to Approved.