Add a New Rule

A new rule can be created from the Rules Manager window.

To create a new rule:

Select Tools > Rules Manager from the Main Menu.

The Rules Manager window opens.
Click the New button.

The New Rule window opens, prompting you to identify the Rule Name, Rule Order, Repair Center, and Event.
Prior to entering a Rule Name, select the EVENT that will invoke the rule from the Event list:

Important!
Select the event first, as the event becomes the default rule name.
1. Scroll through the list until you locate the desired event.
  - Events are grouped by type / module.
  - Additional events are available for Member Login / Logoff, PM Generation Completed, PM Projection Completed, Report Change / View, and Survey Response Received.
  - For each module, a View event is available, such as Asset (View).This option is sometimes used in combination with very specific Rule Criteria (such as for a specific asset) to identify when a particular record is being viewed.
  - For several modules—Work Order, Purchase Order, Asset, Projects, and Labor—Escalation events are available.These events allow you to define time-based events, initiating an action if something is due or if an anticipated step has not been taken.
    
    Selecting an escalation event will present escalation settings on the new rule.These can be set while creating the new rule, or after saving, as defined below.
2. Select the desired event.
  
  As the event is selected, the Rule Name field automatically populates with the chosen event's description.
Modify the value in the Rule Name field as necessary.

This is especially important if there will be multiple rules for the same event.We recommend you place identifying information in the rule name, such as the affected group—for example, New Work Orders on Production Line 1.

Custom Event options are available for many modules.These are primarily used by Maintenance Connection Support Staff.One common example of a Custom Event is to detect a change in value for a field.Selecting a custom event triggers a Event Definition area to appear at the bottom of the Event tab.For example, to invoke an action upon the change of a ship date on a purchase order, you would create a Purchase Order Custom Event and enter Field Change: ShipDate for the event definition.
Enter the display order for this rule in the Rule Order field.

The rule order field controls the display order in the Rules Manager, allowing you to group similar rules and have more control over the display.

Rule order also controls the order by which auto-assignments will be executed if there are multiple rules that are triggered by the same event.Although not often implemented, this functionality allows customers to create rule dependencies, where the second rule is contingent on the outcome of the first.
Select the repair center with which this rule is associated from the Repair Center field.

This will allow you to more easily find the rule in the Rules Manager window.

Note:
This repair center designation only affects the filtering on the Rules Manager window.Refer to the Rule Criteria tab to learn how to configure a rule to only trigger on records from a given Repair Center.
If you would like to disable the rule until you have had an opportunity to fully configure it, clear the Rule Enabled check box.
Click the Save button.

This allows Maintenance Connection to populate defaults based on the Event Type, so that all remaining functionality is enabled.If you proceed to define other aspects of the rule (such as the criteria or actions), you may be prohibited from accessing particular tabs until the rule is saved.

The Rules Manager appears with your new rule included in the Rule List.
To continue to define the new rule, select it and click the Edit button.

The Edit Rule window opens.
Use the available tabs to define your rule criteria—which records should be impacted by this rule—and desired actions—emails, texts, notifications, or assignments that should occur.
Click the Save button.

Your changes are saved.The Rules Manager window appears.