Rules and Rule Management

Overview

A Rule can be created to apply common updates to sites and/or to add commonly assigned work to sites. Once created, they’re like a rubber stamp that you can apply to one or many sites quickly and easily from various locations within TreeKeeper.

For more information on applying rules see Applying a Rule.

Creating/Editing a Rule

When creating or editing a rule, you are presented with a form similar to what is seen when adding or editing a site. Within this form, you can choose specific attribute values to be assigned when the rule is applied to a site(s). Attributes left blank in this form will not be updated when applying the rule.

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Group Management

One of the fields to specify when creating a rule is which group(s) will have access to that rule. All users belonging to the selected group(s) will have the ability to apply this rule regardless of individual account permissions. As an example, you could prohibit Contractors from editing site information, but bypass that limitation by giving them the ability to apply particular rules.

For more information on Groups see Group Management.

Adding a New Work Record

In addition to changing the site’s information with a rule, you can also specify what work needs to be performed at the site(s) by adding a Work Record. To do so, check the Add New Work Record After Rule is Applied box, making the New Work Record section available. You can expand this seciton and to be presented with a work record form to fill out. Running a rule with that adds a work record on multiple sites will add an identical work record to all of the sites.

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