How do I create an Event Rule?

Each rule is part of a Process. An Event driven rules, means something must happen for the rule to start.

1. Create an Event Rule

Go to Administration > Service Requests and case.. > Rules

 01. Click on "Add’.’

02. Select the relevant Process and Sub-process (as configured).

03. Enter the Rule name

04. Select "when"

05. Select the appropriate Option (see below for further details).

06. Select "All" (any can be used if you want it to match just one of the conditions from the list)

07. Click "Add" in the top right. (this will allow the conditions and actions to be configured)

08. You will then need to create the conditions for the rule - (the system will apply the rule to each service request, case or task which matches all conditions).  Select "Add" to add a condition.  

Each option will ask you confirm the conditions based on what is selected i.e. Category

 You will need to include a full set of conditions i.e. Flytipping which is closed, this will require the Category to be defined and then a second condition for the status ‘Closed’.

09. An action or actions will need to be defined.  This will be applied to the service requests, cases or tasks which are met in the condition criteria.  You can then determine the action based on the Action type selected.  Below is an example of an Action of ‘Notify Person’ which emails to the email specified and the text specified (this is using Email Templates)

2. Amend an Event Rule.

Rules can be amended by using the edit button.

For the full set of options, conditions and actions which can be configured for Rules please see ‘Rules - Events’.