You use the Work Rules screen to add, edit, and delete all aspects of work rules.
# | Screen Component | Description |
1 | Work rule type selector | From this drop-down menu, select the work rule type with which to work. After you select a work rule type, the Rule Sets pane updates to display all configured rule sets for the rule type.
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2 | Rule Sets pane | A list of all rule sets that are associated with the selected work rule type. - Click Add ( ) to add a rule set.
- Click Delete ( ) to delete a selected rule set.
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3 | Rule Items pane | List of all rule items associated with the selected rule set. - Click Add ( ) to add a rule item to the selected rule set.
- Click Delete ( ) to delete a rule item from the selected rule set.
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4 | Details pane | The information that appears in the Details pane depends on whether you select a rule set or a rule item: (4a) Details for selected rule set If you select a rule set, the following information appears: - Type—The work rule type with which the selected rule set is associated.
- Name—The name of the selected rule set.
- Description—A description of the selected rule set.
- Priority—Priorities apply to employee sets. For employees who belong to more than one employee set, the Priority level indicates that if a rule is configured at the employee set level, the system selects the rule set that has the highest priority.
- Requires Approval—Whether the selected rule set requires approval—Yes or No.
(4b) Details for selected rule item If you select a rule item (within a selected rule set), the following information appears: - Name—The name of the selected rule item.
- Work Rule—The name of the rule that is associated with the rule item.
- Description—The top text box contains a description of the selected rule item. The bottom text box contains parameter values for the rule that is associated with the rule item.
Click Edit to open the edit dialog box for the selected rule set or rule item. |