Overview
Rulesets are the foundation of your water checks, so you'll occasionally need to edit one when operational standards change, or delete one that's no longer used. Edits affect all future checks while past Results stay unchanged; deleting removes the ruleset from your setup entirely.
🚀 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: Because one ruleset drives validation across many Checklists, a change ripples everywhere at once. That's powerful for keeping standards current — and a reason to edit deliberately and communicate new thresholds to staff.
Editing a ruleset
1. Open the ruleset
Go to Configuration > Checklists > Water Quality Ruleset and select the ruleset you want to edit.
2. Make your changes
Update the ruleset name, add or edit sub-rules (e.g. Pools, Spas, Lazy River), adjust the minimum and maximum for any parameter, or change which Location Group each sub-rule applies to. Click Save to apply.
Best practice: When you change a threshold, tell the affected staff what values count as valid going forward so field readings and expectations stay aligned.
Deleting a ruleset
1. Remove the ruleset
In the same panel, hover over the ruleset, click the trash bin icon, and confirm the deletion.
Critical: Deleting a ruleset is permanent and cannot be undone. It removes the ruleset from all Checklists and prevents future checks against it. Past Results remain in reporting and are unaffected.
Note: If a Checklist still has a Water Quality Question linked to the deleted ruleset, edit the Checklist to remove or relink the question. See Troubleshooting water quality setup issues.
Best practices
Edit rulesets rather than delete them whenever possible.
If a ruleset is only temporarily unused, rename or unassign it instead of deleting.
Document threshold changes for your compliance records.
Frequently asked questions
Q: Will deleting a ruleset remove past results?
A: No. All completed Results remain in your reporting, but the ruleset can't be used again.
Q: Can I restore a deleted ruleset?
A: No. If you need it again, create a new ruleset.
Q: Do edits update old data?
A: No. Edits only affect checks completed after the change.