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Manage Chart Rules#

🔒 Chart.Edit

Overview#

This operation is used to manage the Rules for an existing Chart.

Setup#

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

Preconditions#

  • The Chart exists in the system.

Sequence of Steps#

To access the Manage Chart Rules wizard, in the Chart page, select the Rules section.

In the Rules section, select Manage to open the wizard.

  1. On the left panel, add as many rows as you need (each row represents a new Rule to be added to the currently selected Chart). Select or as needed.
  2. Select the Scope for the Rule to be added.
  3. Select the Rule to be added to the Chart. A description will automatically appear depending on the chosen Rule.
  4. Select the Protocol to be opened in case the rule is triggered.
  5. Select another Rule to be run in case the original rule is triggered.
  6. Optionally, enter a comment.
  7. Select Update to complete the transaction.

manage_chart_rules