Rule ViewRule View
The Rule view is the user interface for managing rules.
This workflow shows the procedure to define rule or rule groups.
What do you want to do?
|Role||I want to ...||Show me how|
|Administrator / Analyst||
Configure Reporting Engine
For more information, see "Step 3: Configure Reporting Engine Data Sources" topic in the Reporting Engine Configuration Guide
|Administrator / Analyst||Create a List or List Group/Create or Deploy a Rule/Test a Rule*||Configure a Rule|
Administrator / Analyst
Create and Schedule a Report
|Administrator / Analyst||View a report or list of all reports||View a Report|
|Administrator / Analyst||Investigate a Report||Investigate a Report|
|Administrator / Analyst||Manage/Access Control for lists, Rules or Reports||Manage Lists, Rules or Reports|
*You can complete these tasks here.
To access the Rules view:
Go to Reports.
The Manage tab is displayed.
The Rules view is displayed.
The Rule view includes the following panels.
Rule Groups Panel
The Rule Groups panel allows you to organize rules into groups using the options in the toolbar. You can create groups and sub-groups and add rules to them. You can also group and move rules between different groups.
The following figure shows the groups in the Rule Groups panel:
The following table describes the features in the Rule Groups Panel.
|This option allows you to add a new rule group to the Reporting module.|
|This option allows you to delete one or more rule groups.|
|This option refreshes the rule group list.|
|The actions menu has the following options: Import, Export and Permissions.|
|All||Displays a list of all the rule groups.|
The Rule toolbar allows you to add, delete, edit, and duplicate a rule. The following figure shows the toolbar.
The following table describes the features in the Rule Toolbar
|This option allows you to add a new rule to the Reporting module.|
|This option allows you to delete one or more selected rules.|
|This option allows you to edit a rule.|
|This option allows you to duplicate a rule.|
|The actions menu has the following options: Use, Import, Export and Permissions.|
|This option allows you to filter the rule type.|
Rule List Panel
The following figure shows the list of rules in the Rule List panel.
The following table describes the features in the Rule List Panel.
Displays the name of the rule that you are created or edited.
Note: For the Name field, the icon to extend the column size is not displayed at the end of the column field. You have to hover the mouse a little to the left side to see the icon for extending the column.
|Type||Displays the supported database type for the rule you created.|
|Group||Displays the values which are grouped.|
|Date Modified||Displays the date when the rule was last modified.|
|Actions||Displays the actions menu has the following options: Create Alert, Create Chart, Create Report, Delete, Edit, Export, and Dependents.|