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.