Work Rules screen

Use the Work Rules screen to add, edit, and delete work rule sets and items.

annotated multi-view image of Work Rules screen

Fields on the Work Rules screen

#	Field	Description	Notes
1	Audits	View a history of changes to the screen.	This button appears only if you have permission to view audits.
	Rule Sets
2	Type	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.
3	Rule Set list	A list of all rule sets that are associated with the selected work rule type.
4	Add Work Rule Set	Adds a rule set.
5	Delete Work Rule Set	Deletes a rule set.
	Rule details
6	Add Rule Item	Add a rule item to the selected rule set.
7	Delete Rule Item	Delete a rule item from the selected rule set.	This button is available only if a rule item is selected.
8	Rule Set and Items tabs	The first tab in the row is the work rule set ( ). The tabs to left are the rule items ( ) associated with the selected rule set.
9	Details	The information that appears in the details pane depends on whether you select a rule set or a rule item: (9a) 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 and the employee is more than one employee set, the system selects the rule set that has the highest priority. Requires Approval—If selected, the rule set requires approval. (9b) 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. Note: For field descriptions of work rules and parameters, go to the Work rule types help page and select the link for the rule type that contains the item you are configuring. Select the edit ( ) button to open the Add/Edit Work Rule Item dialog box for the selected rule item.