Publish multiple rules at the study level

Publish rules to make them available in every mode. The rules interface gives you the ability to publish all approved rules within a study at the same time. This bulk approval functionality saves you time when you have a number of rules that need to be published.

Rules are study version independent and will apply in every mode once they reach the Published state.

Note:

When multiple published rules run or re-run at a study level, they run on all subject data, both existing and new.

You can also publish a single rule or multiple rules at the same time at the form level. See Publish a single rule or Publish multiple rules at the form level.

Work with your user administrator to make sure you're assigned the Rule Publisher role. Before publishing a rule, it must be in the Approved state. See Test and approve a rule.
  1. Select the Home tab.
  2. On the Home page, click the pencil button (pencil button ) for the study you are working on.
  3. Drag the study from the Testing container to Approved.
    All rules with an Approved status are published in Production.

Note:

You can publish rules in Production by following these steps only if the study is already in the Approved container. If not, you need to move the study from Testing to Approved to publish all rules in Production.

Once a rule is published, it cannot be retracted. The only way to change a published rule is to edit it and re-publish the new version.

If you publish a rule by mistake, see Disable a rule.