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A rule can do many things. The idea is to select and sequence available behaviors with the goal of implementing and enforcing your organization’s business processes. You will need to know what a rule can do, and what your business processes need to do. Then you can translate your process for a record into a rule. The following list presents many of the things a rule can do.

Organize Steps Of Record Processing Into Logical Chunks Called States

Control Records With States For Negative As Well As Positive Conditions

Sequenced States = Sequenced Workflow

Control Who May Create Records Under This Rule

Control Who May Edit A Record During Each Of Its States

Control Who May Transition One State To Another –On A Per Transition Basis

* Security In A Rule Design (User Rights): The Big Picture
Regardless of what rights a user is granted anywhere else in the system, if the rule governing a record the user is working with does not specify that user may do a certain activity with the record, than that user may not. The rights assigned in a rule are very important. A “deny” in a rule always outweighs any number of “allow” settings elsewhere.

Specify Allowable Data Entry In Fields And Grids For Each State Of The Rule

Lock A Field, A Grid, Or A Record Based On The State Of The Record

Control The Adding And Removing Of Listings Within Record Features

Collect Electronic Signatures

Collect Electronic Signature Reasons

Automate Transitions Based On Completed E-Signatures

Require An E-Signature Before Transition Is Allowed

Send Notifications Triggered By E-Signatures Or Transitions

Send Notifications When Record Data Changes As Per Specified Criteria

Send Notifications Telling People About A Record They Are

Send Notifications Telling People About A Record They Are To Sign

Automate The Creation Of New Records Based On A Record State Transition

For detailed information, consult your Blue Mountain RAM manuals. If necessary, contact us for downloads of the manual PDFs. Consider attending a Blue Mountain Regulatory Asset Manager Training to learn all these things and many, many more! Visit www.coolblue.com to learn more about training and schedules. Also, please call and speak with your Enterprise Sales Manager at 800-982-2388.