Rule sets for case monitor

Prerequisite: To view and manage process rule sets, you must be assigned the PROCESSADM access code.

The Case monitoring service workflow can monitor cases and start a case activity automatically if the case fulfills a defined rule set. Rule sets are based on saved searches that users create in WorkZone Client or WorkZone QueryBuilder. See Case monitor in Administrator Guide for WorkZone Process.

Create a rule set

  1. On the start page, select Process.
  2. On the Rule sets tab, click Create rule set.

  3. Fill in the following fields:

      Note: ID of the rule set is generated automatically. You can see it in the list of the rule sets prior to the name.
    • Name – The unique rule set name.
    • Description – Specify the description.
    • Start date –  The date when the rule set becomes active.
    • End date – The date when the rule set is deactivated.
  4. Click Create.

Edit a rule set

  1. From the drop-down list on the top of the screen, select a rule set that you want to edit.
  2. Click Edit rule set.
  3. Apply the required changes.
  4. Click Save.

Delete a rule set

You can only delete a rule set if it is not yet attached to a service workflow.

  1. From the drop-down list on the top of the screen, select a rule set that you want to delete.
  2. Click Delete rule set and then Delete.

Create a rule

  1. From the drop-down list on the top, select a rule set to which you want to add a rule.
  2. In the bottom-right corner of the page, click Create.

  3. Fill in the following fields:

      Note: ID of the rule is generated automatically. You can see it in the list of the rules.
    • Search – Select a search that contains cases to which you want to apply the rule. You must create the search in WorkZone Client prior and then mandatory share it.
    • Process – Select a process to associate the rule with. The list displays all existing case activities.
    • Priority – Enter an integer number to specify the rule's priority. The higher priority, the sooner the rule is executed. The highest priority is 0.
    • Duration – Specify the deadline for the process to be completed. Use format number + time period, for example, +2D12H. View the available time periods:
      Dday
      T or Hhour

      Time period is not case-sensitive.

    • Enabled – Turn the rule on.
  4. Click Create.

Edit a rule

  1. Select a rule set on which you want to edit a rule.
  2. Point to the desired rule, and click Edit.
  3. Apply the required changes.
  4. Click Save.

Delete a rule

  1. Select a rule set from which you want to delete a rule.
  2. Point to the desired rule, and click Delete, and then click Delete.