dspTrack

Register Work List Event Rules for a Plan

Rules registered at the plan level execute for all tasks in the plan.

NOTE: Work List Items do not belong to plans, so rules registered to a plan have no effect on Work List Items.

Work List Event Rules can also be registered at the Work List Item level, Plan Task level or tag level.

Refer to Register Work List Event Rules for more information about viewing and editing all rules from one page, and about parameters that can be used in Work List Event Rules.

To add a Work List Event Rule to a plan:

  1. Select Project in the Navigation pane.
  2. Click Plans for a project.

  3. Click Rules for a plan.

    NOTE: If no rules exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Work List Event Rules page

  4. Enter a value in the PRIORITY field.

    NOTE: The rule runs in this order if multiple rules are assigned to the plan.

  5. Select the data source that contains the rule from the DATA SOURCE ID list box.

    NOTE: These options are data sources registered in Common. Refer to Register a Data Source in Common for more information.

  6. Select the rule in the RULE list box.

  7. Select the event that triggers the rule to run in the WORK LIST EVENT ID list box.

    NOTE: Values are:

    • Finish – The rule runs when a user completes a Plan Task in the plan. To complete the Plan Task, on the Work List, click Next Action when the task’s status is In Progress.
    • Start – The rule runs when a user starts work on the Plan Task in the plan. To start work, on the Work List, click Next Action when the task’s status is Ready.

  8. Click the ACTIVE check box to disable it, if necessary.

    NOTE: If a rule is inactive, the rule does not run.

  9. Enter a comment about the rule in COMMENT field.
  10. Click Save.

The rule will run for all tasks in the plan depending on the option selected in the WORK LIST EVENT ID list box.