Access the rules interface

Oracle Clinical One Platform provides a user interface for you to create, test, approve, and publish rules. You access this dialog by navigating to a form within a visit.

Access the rules dialog from the Oracle Clinical One Platform home page.

Before doing any rules work, you must have a study version in the Testing container that includes the following elements:

• Forms
• Visits (that contain forms)
• Subjects
• Sites associated with the study version placed in the Testing container

1. On the Home page, click the Testing Mode button () for the study you want to work on.
2. Along the top, make sure Subjects is selected.
3. If you have access to multiple sites for the study, select a site from the Site drop-down in the upper-right.
4. In the table, locate and click the visit card that you want to edit.
5. On the left side of the visit window, click the form where you want to apply your rules work.
   You can see the Rules pane on the right. Expand it to view and manage existing rules or create new ones.

   Tip:

   Use the View all Rules in this form toggle to manage all rules, including those added in other form questions.

From this interface, you can create, test, approve, and publish rules as needed.

To create a rule, select the question that must contain a rule, then click + Add Rule. The Rule editor opens so you can start creating your rule, see:

• Create a rule for a calculated value
• Create a rule for an automated query
• Create a rule to send an email notification