In creating a series of coordinated and inter-related data update rules, these provide an efficient and robust method for inserting, updating or removing stock condition records, planned work projects, replacement items, serviced electrical and mechanical equipment, as well as those details linked to scheduled visits.
The procedure to create a new data update rule is as follows:
- Navigate to Quick Menu > Asset Management > Configuration > Configure Data Update Rule. The Configure Data Update Rules window is displayed.
- Click on New Rule. All fields are activated ready for data entry.
- Enter the Rule name into the field provided
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- Enter the name of the Group under which the new data update rule will be categorised.
- Use the Notes field to add contextual information relevant to the purpose and scope of the data update rule.
- Using the Company drop-down field, multi-select all companies relevant to the operating boundaries of this data update rule, or choose the All option, as required 1.
- Choose an Effective from date for this data update rule i.e. the date on which it came into effect 2.
- Choose an Effective to date if the data update rule is to be time bound; a blank field means its utilisation for record management activities is continually valid.
- Click on Save. The new data update rule appears within the overall hierarchy, underneath the nominated group heading.
Tip
1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all custom data update rules.
Note
1 System validation rules ensure that the description entered for each new data update rule is unique for the selected group and company combination within the effective period.
2 The Effective from date defaults to the current system date and cannot be left blank.
See related topics...
To add an action to a data update rule
