| Help setting up business rules | If you would like help setting up business rules for your department, contact OSP. |
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| Rules, conditions, and expressions | Business rule
An EPS business rule for routing links an IF-condition and an approval routing map, in this form: IF-CONDITION USE MAP NAME IF TOTAL_COST >= $1,000,000 USE MILLION DOLLAR MAP IF-condition
An IF-CONDITION contains one or more expressions connected by AND or OR, for example: IF UNDERRECOVERY_AMOUNT>=0 AND G5=YES Expression
An expression takes the form a=b, a>=b, etc. |
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| Validation rules | A validation rule specifies the conditions for successful proposal submission. |
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| Access department rules | On the Departmental menu, select Business Rules... The window Business Rules Maintenance For unit ... appears. Select the Business Rules tab. (Meta Rules are maintained by system administrators.) | Business Rules page | | Type | Business rule type -- routing or validation | | Description | Identifying name for the rule | If you are adding or changing a rule, press the Add or Modify button. The window Define Rule appears. See also the Deletion section below. |
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| Add or change a rule | | Define Rule window options | | If you want to ... | do this ... | | add or change the rule's identifying name | Enter the name in the Description window and press OK. | | add a condition and map | Press Add. | | insert a condition and map | Highlight the line below the desired insertion point and press Insert. | | change all or part of a condition and map | Highlight the condition and press Modify. | If you press Add, Insert, or Modify, the Condition Editor window appears. If you are familiar with the window, skip the next section and go to the section, Add or change IF-CONDITION expression. See also the Deletion section below. |
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| Condition Editor options | | If you want to ... | do this ... | | add or change the identifying name for an IF-CONDITION expression | Use the Description field. | | add or change the map linked with the IF-CONDITION | Press Map. On the Map Selection window, highlight the desired map and press OK. | | add a first or additional expression to the IF-CONDITION | Press Add. A new condition line appears. | | insert an expression before an existing expression | Highlight the line below the insertion point and press Insert. | | change an expression | Make changes to the line. | For IF-CONDITION entry tips, see the next section. See also the Deletion section below. |
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| Add or change IF-CONDITION expression | | Expression -- entry fields and examples | | Lvalue | Operator | Rvalue | Logical | | UNDERRECOVERY_AMOUNT | = | 0 | AND | | G5 | = | YES | | | Expression entry tips | | Lvalue | Select from the Columns, Questions, or Functions tab pages described below. Note: Be sure that the drag box reaches the top of the Lvalue field. | | Operator | Select from pulldown window: equals (=), greater than or equal (>=), less than or equal (<=), not equal (<>). | | Rvalue | Enter as appropriate or use values from the Columns or Functions tab pages described below. Be sure that the drag hand is over the value field. If the Lvalue is a yes/no question, use the pulldown menu to select YES or NO. | | Logical | Used to connect complex conditions -- select AND or OR from pulldown window. | | Condition Editor tab pages -- lower section | | Columns | Standard proposal components -- TOTAL_COST, UNDERRECOVERY_AMOUNT, etc. | | Questions | Yes-no questions | | Functions | Non-standard aspects of the proposal, such as a non-MIT PI | |
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| Delete a rule, condition, or expression | | To delete ... | do the following ... | | a rule | On the Business Rule Maintenance window, highlight the rule and press Delete. When a confirmation message appears, press Yes. | | a condition | On the Define Rule window, highlight the condition and press Delete.When a confirmation message appears, press Yes. | | part of a condition | On the Condition Editor window, highlight the expression and press Delete. When the line disappears, press OK to exit the window. | |
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| View higher level rules | If you want to see Institute-wide and other higher level rules: - On the Admin menu, select Unit Hierarchy or use the Hierarchy button.
The Unit Hierarchy Maintenance window appears. - Highlight a unit in the hierarchy.
- On the Action menu, select Rules Maintenance.
The Business Rules Maintenance window appears. - Select the Business Rules tab.
- Highlight a rule and press View.
The window Define Rule appears. To view condition details for a rule, press View. The window Condition Editor appears. |
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| Completion/exit | | After completing or deleting .. | press ... | and the result is ... | | a condition or expression in the Condition Editor | OK. | The Define Rule window appears, showing a new rule or your changes. | | a rule in the Define Rule window | OK. | The Business Rules Maintenance... window appears showing any new rule you created. | | all your department business rules | X on the Business Rules Maintenance window | The window closes. | |
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