Policy Availability Rules are defined, per company, on the Policy Availability Settings screen and this feature is switched on/off at the Authorization Template level. The Authorization screen can automatically determine the policy that should be selected based upon the information that has been entered for the assignment which are configured in the Policy Rules section of the Policy Availability Settings screen.
Stop Evaluating Rules After Successful Rule: Determines the method of executing the sequence of executing the rules
When unchecked, all policy rules are evaluated and all applicable policies will be available.
When checked, all policy rules are evaluated in sequence and evaluation of the rules is stopped when the first applicable policy is found. This will result in one policy being made available, which might be the preferred business process.
The Message If No Successful Rules field defines the message shown to the Authorization user in the event that Authorization input results in no available policy. The Message Color setting specifies this message’s color level. Color levels are defined in the Notifications & Alerts section on the Theme Builder configuration page.
Add a new rule by clicking
in the Policy Rules grid. The Policy Rule Details section is then displayed.
Basic rule information includes the following fields:
Policy – The policy that the rule will enable for selection during an Authorization. Multiple rules can enable the same policy.
Description – For reference only. Only shown on the Policy Availability Settings screen, General tab.
Inactive – Prevents the rule from being executed. Useful while rules conditions are still being created.
Sequence – The rule’s place in the order of rule execution. Two rules cannot have the same sequence number.
To add a new rule condition, click
The following fields are available for configuration:
Delete – Check and save the rule to delete the condition.
Sequence – Used to sort the rule order for ease of use. Logic condition order of operations determine ultimate execution order.
Parenthesis – Use parenthesis to create logic components in more complex condition equations.
Field – The field in the system that will contain the first comparison value. This is a list of all Authorization, Company, and Employee fields including custom fields in any of the previous locations, and Authorization level User Table fields. Take note that it’s possible to select a field but not have any data in that field at the time of rule execution.
Comparison – The comparison operator for the condition equation.
Compare To – Only shown for certain Comparison Defines the second comparison value. Select Value to specify a known value (e.g. “Job Grade Field Is Greater Than 8”). Select Field to show another field selector to compare to another field in the system (e.g. “From Country Field Is Not Equal To To Country Field”). If you wish to change from Value to Field or vice versa clear the field of data and save the rule.
And/Or – Used to combine multiple condition lines to form complex rules. Follows standard Boolean logic conventions. No entered value is equivalent to “Or” meaning if no And/Or values are selected, at least one of the conditions in a rule must be true for the approver to be selected.
Executing the Policy Rules
When the Policy page is loaded as part of an Authorization Template set to use Policy Availability rules,
The rules are executed when <Determine Polices by Availability Rules> is selected as the Default Rule on the Policy Availability tab on the Authorization Template screen.
When the Policy page is loaded as part of an Authorization Template set, the list of company policy rules is executed in sequence. For each rule, if the logic condition equation evaluates to true then that rule’s policy is available for selection.
If either of the following are true, a given rule’s policy will not be added to the list:
The combination of logic conditions did not evaluate to true
The rule is marked as inactive
There are two methods of executing the sequence of rules and this is governed by whether the Stop Evaluating Rules After Successful Rule is checked or unchecked. The checkbox determines whether you want one policy to be found or more than one to be found. In any case, it is possible that evaluated rules results in no available polices. Rules should be constructed to prevent such a case. A rule with no conditions will always evaluate to true.