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 a site or multiple 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, we’re presented with a form similar to what we’d see while viewing site information. Within this form, we can choose specific attribute values we want assigned when the rule is applied to a site or sites. Attributes left blank in this form will not be updated when applying the rule.
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Group Management
One of the necessary fields to specify when creating rules is which group(s) will have access to them. All users belonging to the chosen group(s) will have access 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, we can also specify what work needs to be performed at the site.