Create rules

In the rules area you will get an overview of all existing rules. To create a new rule, click on the new rule button.

 Rules overview

In the following, you will get an overview of the individual fields that must or can be filled with content in the context of creating a rule. The resulting orders are automatically created from saved rules.

Mandatory fields from rules

  • Title

    Each rule must be provided with a title. The title can be concise, precise and meaningful. It can be freely searched later in the overview.

  • Time schedule

    Start date and end date

    The period in which the rule will be applied.

    Repeat events

    Here you have different options to distinguish, e.g. between weekly or monthly repeating intervals.

    Events starts at times

    At which time, the event should be executed on the respective day.

    Event duration and unit

    Here you can specify how long the event is valid from the start time, or from when it is displayed as overdue.

  • Add documents

    Furthermore, at least one document must be added to a rule. The way in which you add documents to the rule is also maintained in the Assistant. By setting the amount, you specify how many reports must be created based on the identical document in the rule.

New rule

Optional fields of rules

The additional fields are used to record even more information.

  • Description

    This field is a text field to describe the rule in more detail.

  • Priority

    Choose between very low, low, normal, high and very high. This specification again serves as a filter criterion in the tabular overview.

  • Completion mode

    In the completion mode field, you can choose between automatic and manual completion. The automatic completion is preselected as default setting, so that with the completion of all reports, the orders resulting from the rule are automatically completed. If you prefer to complete them manually by yourself, select manual.

  • Assigned user and assignment mode

    If a rule is permanently assigned to a user, only this person can process the orders resulting from the rule. It is then not possible for a colleague to take over.

  • Additional information

    Additional information is transferred to the generated orders and can be maintained both in the Editor and in the Assistant. The information can be displayed in the overview of the orders by inserting the column and can also be searched.

  • Structure classes

    Here you can make an assignment of your structure classes.


Adjust schedule of documents in rules

If you have added a document to a rule, the adjust schedule option is available.

Adjust schedule

A window will open where you can customize your schedule.

Time schedule

Here you have the possibility to limit the display period.

If you plan on a weekly basis, you can use this planning as a template week and transfer it to other weeks.

In the table, you have an overview of all steps of the selected document and, based on your display period, all times at which an order is to be created. Here you can now select on process step level which step / process step is relevant on which date. With the double arrow you can select or deselect all steps at once, either for the whole document or on step level.


Planned rules and adjusted schedules

A rule first creates virtual orders at the defined times. This means that the order is not yet stored in the database, but is only calculated for the display period.

These virtual orders all have the same ID, which corresponds to the ID of the rule.

Only when you open a virtual order, whether on the Assistant or on the Editor, does the virtual order become a real order. This order then also gets its own ID.

You can have the ID displayed in each case via Customize columns.

If all steps are deselected in a schedule for an appointment, e.g. you have a rule that is always executed on Fridays, but no activity should take place on Good Friday, then the order is technically created, but without content, i.e. the order appears on Good Friday and can be started, but as soon as you do this, the order is automatically closed in the background and a note is shown.


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