Prepare your rule for testing and approval

Your rule must be moved through each status in sequence and can be sent back for rework if later testing reveals an issue. As a rule designer, you should test your rule in Draft mode before moving it to UAT. This can help you minimize any future rework.

Before your rule can be promoted to UAT and Approved, a rule must contain a valid expression and at least one action. The validation in the Rules editor can help you ensure your rules are valid. For information on creating your rules, see:

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

For information on accessing the rules interface, see Access the rules interface.

1. Navigate to your desired study and select a site (if you have access to multiple sites).
2. In the table, locate and click the visit card that you want to edit.
3. On the left side of the visit window, click the form for which you want to test a rule.
4. Test your rule.
   Your rule should be in Draft at this time.
   1. Enter a value for the question containing the rule.
   2. Click Save.
   The rule will run against the value. You should evaluate the action taken by the rule and confirm that it is correct.
5. Repeat the testing steps for all possible scenarios and values and confirm your results.
6. Once you have confirmed that your rule is functioning as expected, you can move it to UAT.
   1. On the Rules pane, click the rule status icon next to the rule name to show the status slider.
   2. Move the slider from Draft to UAT.

      Figure 2-2 The rule status slider when the rule is in UAT

      

If your rule is not functioning as expected, do not move it to UAT. See the following topics for examples and more information on developing rules:

• Debug a rule
• Rules helper function reference
• Rules examples