---
alias: user-guide-create-rule
description: "Create a rule object, utilizing templates or existing configurations for efficient system management"
---

# Create Rule

:lock: Rule.**Create**

:lock: Rule.**CreateTemplate**

:lock: Rule.**CreateFromTemplate**

## Overview

This operation is used to create a **Rule**. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

## Setup

No specific setup is required other than to meet the preconditions of the transaction.

## Preconditions

* The **Rule** does not currently exist in the system.

## Sequence of Steps

### Step 1: General Data

1. Provide a name for the **Rule**.
2. Optionally, provide a description of the **Rule**.
3. Select the **Rule** scope. The list of possible values is taken from the lookup table [[rulescope-lt]]:

      * **AlarmManagement** - used for notifications operations.
      * **BOMQuantityCalculation** - used for quantity calculations of **BOM Products** in Weigh & Dispense operations.
      * **CertificationManagement** - used for Certification Management operations.
      * **ConnectIoT** - used for Connect IoT operations.
      * **EDC** - a Rule that can be used in a **Data Collection** for a calculating a parameter.
      * **EFC** - used for Electronic Failure Catalogue operations.
      * **ExceptionManagementAction** - a Rule which executes an action (manual or automatic) in a **Protocol** **Checklist**.
      * **ExceptionManagementSource** - a Rule which feeds the possible values for a parameter in an **Protocol**.
      * **General** - a general purpose Rule.
      * **InspectionReducing** - Rules to be used when applying **Inspection Plan** Reducing methods.
      * **InspectionTightening** - Rules to be used when applying **Inspection Plan** Tightening procedures.
      * **KPIDataSource** - used for **KPI** calculations.
      * **LaborManagement** - used for Labor Management operations.
      * **MaintenanceManagementAction** - a Rule which executes an action (manual or automatic) in a **Protocol** **Checklist**.
      * **MaterialFutureAction** - a Rule which executes a Future Action associated with a given **Material**.
      * **MaterialManagementAction** - used for Material Management operations.
      * **OrderManagementAction** - used for Order Management operations.
      * **PrintableDocumentContextItem** - a Rule which is used to calculate a variable in a **Printable Document**.
      * **PrintingIntegration** - a Rule used for the configuration of the **Printing Integration** Entity Type.
      * **RecipeManagement** - a Rule that can be used in **Recipe** for a calculating a parameter.
      * **SamplingSelection** - a Rule used to apply a **Sampling Pattern** to a **Material**.
      * **SendAheadSelection** - a Rule used when performing **Send-Ahead Run** scenarios.
      * **ShiftPlanning** - an action to be called to validate a **Shift Plan** **Calendar**.
      * **SmartTable** - an action that will be triggered by a change in a Smart Table.
      * **SortRuleSetMaterial** - a Rule which is used to sort the list of dispatch Materials from the point of view of the **Material**.
      * **SortRuleSetResource** - a Rule which is used to sort the list of dispatch *Resources* from the point of view of the **Step**.
      * **SPC** - a Rule which is used evaluate if some chart Rules are violated or not.
      * **SPCAction** - an action that will be triggered by SPC when a SPC Rule is violated.
      * **TaskManagement** - used for Task Management operations.
      * **TimeConstraint** - a Rule which is fired when a time constraint warning or limit is reached.

4. Select the **Rule Source Type** to associate a **DEEAction** or a **BusinessWorkflow** to the **Rule**.

!!! info
    The filtering of DEE rules to be shown for a given scope is based on the DEE rules classification and it's maintained in the Generic table ScopeClassifications.

    The DEE Action associated with the Rule must be enabled.

![create_rule][create_rule]

[create_rule]: images/create_rule.png