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.

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. By setting the amount, you specify how many reports must be created based on the identical document in the 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. 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

When you add a document to a rule, the adjust schedule option is available. This feature allows you to schedule work steps in the documents in a very detailed way. Click the adjust schedule button, to open the schedule options for the document within the rule's time frame (start date to end date).

A window opens showing all the steps and process steps of the document, as well as the scheduled dates for execution. You set the number of dates displayed by selecting them from the "show by" drop-down menu (weeks, months, quarters, years, decades). You can move through the time frame of the rule using either the "period" drop-down menu or the arrow keys.

Activate/deactivate steps and process steps

The steps and process steps of the instruction can be enabled or disabled for each schedule:

Symbol	Function
	A click will activate/deactivate a single process step for this schedule.
	A click will activate/deactivate all process steps of this step for the shown part of the schedule.
	Vertical: A click will activate/deactivate all process steps for this schedule. Horizontal: A click will activate/deactivate this process step for all dates in the currently viewed period.

Edit recurrence pattern

Applying complex recurring patterns of enabled/disabled process steps can be very time consuming if the instruction is extensive. With the option to apply recurring patterns, you reduce the time needed for this.

Symbol	Function
	A click will open the Edit recurrence pattern menu in which recurring patterns can be applied on the process step for the available schedules.

With the repeat pattern, you set how often the setting should be repeated for each column. For example, enter "repeat every 3 columns" if every third column is to be deactivated. This way you save a lot of time to make the setting by deactivating each step. Via the "pattern time range" you determine the time period in which the pattern should be applied. This can only be configured within the time frame of the rule and only for the selected period.

Create and apply templates for weeks

If you select weeks at "show by" in the schedule, you can define a template week using the "use as template week" function. It is available only if all days of the selected week are within the time frame of the rule. If the week is selected as a template week, it will be highlighted in the "period" drop-down menu. The template can be applied to other weeks using the "apply template" function.

Planned rules

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 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.