Set Up Rules

Business Rules can define controls for business data to help businesses achieve goals. Rule compliance is assessed based on a true or false analysis. If the rule statement is true, the rule is achieved. If the statement is false, it is not achieved.

As you are setting up a rule, you can click the Guidance () icon to open the Guidance panel to view assistance. Refer to Guidance for more information.

NOTE: If a user does not have permission to add an asset, it displays dimmed with a lock icon on the Quick Add menu.

To add a rule:

  1. Click the plus sign (Add) icon on the Home page.

  2. Select Rule from the drop-down.

  3. Enter the Rule Statement.

  4. Enter Implication.

    NOTE: The Implication is the effect a policy or action has on the operations or financial well-being of a company.

  5. Select an assignee for the rule in the Assigned To field.
  6. Click Save.

On the rule’s detail page, you can also do the following:

  • If the rule is in Review or Accepted status, and you are not a sponsor of the rule you can be an additional endorser of the rule by clicking the Add Your Endorsement icon. Your name is added to the Additional Endorsers list.

    NOTE: Alternatively, you can contest a rule. Refer to Contest a rule for more information. Refer to Sponsor an Asset for details about the asset endorsement process such as how it affects the asset’s status.

Next, you can: