Use Rule Groups/ Val Group tags for better management of Rule(s) Execution

Rule Groups are like “labels” that allows you to organize your audits into categories. You can apply a RuleGroup label in order to categorize DvSum Audits the way you want them to be grouped. Rule groups are like folders but unlike folders you can apply more than one Rule Group label to a single audit and similarly an audit can belong to multiple Rule Groups.

For instance, User1 wants to group together a few Audits he created by his own name. He can create a Rule Group called “User1 Audits”. He can then sort the “Analyze Rules” grid by Rule Group for easier view. Multiple labels can be attached for audits under “User1 Audits” label. For e.g. you want to group “User1 Audits” by source, then go ahead and add a Rule Group “Source1”

Additionally, an administrator has the access to Batch Execution Under the Review tab on left navigation. He can execute multiple rules under the Rule Group(s) with a single click.

How do you add Rule Groups?

Add Test:

You can add Rule Groups from “Add test” page when you are creating a new Audit. As the user starts typing the list of existing Rule Groups appear, else you can create new when there are no matched results.

add_test_val_group.png

 

Rule Detail Page:

You can also add New Rule Groups from rule detail page. Edit the rule description and the Rule Group drop down will show you the list of already created groups. To create a new one, simply type the name and press Enter.

 

Mass Update:

On “Manage Rules” and “Analyze Rules” page, you have the option for Mass Update. Under the field Rule/Val Group, you can select from the existing list or type to create new.

How do I add/remove or update Rules from a Rule Group?

As mentioned above you can associate an audit with a Rule Group while creating it but the more effective way of doing it is from Mass Update. On “Manage Rules/Analyze Rules” select single or multiple rules and click on More Actions >> Mass Update.

mass_update_add_and_edit_val_group.png

You get the following options regarding Rule Groups:

  1. Add following Rule Groups
  2. Replace existing Rule Groups with following
  3. Remove following Rule Groups

 

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