Creating a New Rule

Navigating

• Create a rule by clicking the + New Rule button on the Home page Rules tab, OR

• Click the + icon at the top of the Rule sidebar menu in the Explore page.

Configuring

Once you begin creating a new rule following one of two paths above, you'll see a configuration page for the new Rule. Required fields for the rule are denoted by a *. Begin configuring the rule and click Save when finished.

Metadata

Provide the rule a name and an optional description.

Applicability

Select the asset that the rule applies to.

Condition

Define the rule's condition.

A rule condition is made up of a set of input channels and a boolean expression referencing those channels. The condition is evaluated for every channel value for the selected input channel(s). A condition that is met will trigger an action.

Action

Set the rule's action.

An action is taken when a condition is met. Currently, the following actions supported are as such:

• Create Annotation Action — An annotation that's created each time a rule condition is met. By default, rules are configured to generate data review annotations but can be adjusted.

  • Select the tags that will be assigned to the new annotation

  • Select the user that will be assigned to the new annotation

  • Select the type of annotation to be created:

    • Review Annotation: Used to note something that should be given a disposition in data review
    • Phase Annotation: Used to note information about the data for users to see