What can you do on this screen?
On the Business Rules screen, you can select which business rules will run for which action(s) or change(s) in status of various items in an initiative, including:
•the initiative itself when editing on the Initiatives > Initiatives screen and the Analysis/Design > Initiative Management screens.
•the TNA and TMD.
•all skills under the Training Needs Analysis folder.
•all objectives.
•the table of contents items on the Develop tab, e.g., the course and individual modules, lessons, sections, and assessments.
Figure 414: Customizations > Business Rules
For each business rule, you can select an entry and then:
•View 
the business rule.
•Edit 
the business rule.
Finding Entries
If you can't find the entry you're looking for, enter a search term in the Find: field and select Search. The table will list all entries that contain your search term on the screen.
You can also sort the order of the entries that are listed on the screen to find the relevant entry. To do that, select the up or down arrow in the top row of the table. You can click on the column headers of each table to sort the entries by that column. Clicking on a column header again will reverse the sort. Clicking on the column header a third time will remove the sort. Small arrows in the column header let you know which way the data is currently sorted.
On the Business Rules screen: •Select View •Select Edit Either of these options opens the Business Rule Detail screen, ready for you to review the fields or update the checkboxes.  Figure 415: Customizations > Business Rule Detail Screen Then: •Select Save to keep the edits you've made to an existing business rule. This will return you to the list of business rules. •If you do not want to keep the edits, just select Cancel to close the pop-up. •If you're reviewing a business rule, you can select Edit to make changes or you can close the pop-up window by selecting the X in the top right of the pop-up. Name The Name of the business rule. Rule ID The Rule ID is the identifier of the business rule. Group Name The Group Name that the business rule falls under on the main Business Rules screen. Description The Description of the business rule, which provides more information as to what will be checked when the business rule is enabled. Is Enabled? The Is Enabled? checkbox determines whether the business rule is active and in use for the selected items below. If this checkbox is not checked, then the business rule is not going to run when an item is Locked, or the Status of an item is changed. Select which action(s) or change(s) in Status will cause this rule to run A checked box indicates that the action or change in Status will trigger the business rule to run, provided the business rule is enabled. |