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How to create a water quality ruleset

Step-by-step guide to creating a Water Quality Ruleset under Configuration > Checklists — naming it, adding sub-rules, scoping them to Location Groups, and setting min/max ranges per parameter.

Written by Logan Bowlby

Overview

A Water Quality Ruleset defines the acceptable minimum and maximum for each parameter you track (free chlorine, pH, alkalinity, and so on). Each ruleset can hold several sub-rules — ideal when standards differ by region, attraction type, or Location Group — and is then linked from a Water Quality Question in your Checklists. Rulesets are the foundation of the module: without one, a Water Quality Question has nothing to validate against.

🚀 Early Access: Water Quality is an early-access feature — expect changes and new features as the module evolves.

Users must be Super Users or have the following Role to manage rulesets:

  • Checklists: Modify or Create

Why this matters: Keeping limits in one ruleset — instead of re-typing them into every Checklist — means a reading is judged against a single authoritative standard. When a regulation changes, you update the ruleset once and every Checklist that uses it measures against the new limit immediately.


Creating a ruleset

1. Open the ruleset panel

Go to Configuration > Checklists and find the Checklist Water Quality Ruleset panel.

2. Add and name the ruleset

Click Create ruleset and give it a clear, location-based name — for example Outdoor Pools, Pump Room, or Hot Tubs — then click Save. Names that reflect the water body make rulesets easier to manage later.

3. Add sub-rules and set ranges

Open the ruleset and add a Rule for each scope you need — a regulatory body, region, or attraction type (e.g. Pools, Lazy River). Optionally limit the rule to a Location Group so only the right pools or zones follow it. For each parameter, set a minimum and maximum — these are the thresholds readings are checked against.

4. Save the ruleset

Click Save. The ruleset is now available to link from a Water Quality Question in any Checklist.

Note: Every parameter must have a minimum and maximum. You decide which parameters staff actually have to check within each Water Quality Question — the ruleset just holds the limits.


Next steps


Frequently asked questions

Q: Can I assign the same ruleset to multiple pools?
A: Yes. Use sub-rules to separate limits by pool, spa, or attraction, and scope each to a Location Group.

Q: What happens if a value is out of range?
A: The reading is flagged as a deviation. Depending on your setup it can warn staff, create an Assignment, or hold the Result for validation. See Understanding validation warnings and failures.

Q: Can I edit a ruleset after it's in use?
A: Yes, but changes affect all future checks tied to that ruleset. Past Results remain unchanged.

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