Applying a Rule

Overview

What a rule does depends on what attributes were specified to change in the rule. For more information on how TK administrators can add, edit, assign, and remove rules see Rule Management.

Applying Rule from the Callout Box

When identifying a site on the map, the callout box will appear and if there is a rule available, there will be a drop down menu and an Apply Rule button in the Site Information callout box. This is shown below.

Applying Rule while Creating a Site

When you are creating or editing a site, there will be an option next to the Load Last button to apply a rule to the site. The rules button will open a dropdown menu where you can select a rule. This will autofill any information in the rule which can help you save time and allow you to make any additional edits to the site.

Applying Rule while Editing a Site

Applying a rule while Editing the site is similar to when you are adding a site, with the exception that the Load Last button is not present. Just click the Rules drop down at the top of the page and choose a rule.

Applying from the Data Grid

You can also apply rules through the Data Grid to all queued sites. Simply select the sites that you want to apply the rule to and then select the Apply Rule button and select the rule you would like to apply.

Apply from a Work Record

While editing a work record, the option to select and apply a rule will be available on the form. This is handy to update site-level information or add following work records while completing a current work record.