Rules

Rules are attached to groups. They determine the percentage of approval or rejection responses a record can receive before the routing continues to the next group level or record level.

Default Rules

Rule Name Description

Unanimous-Get all opinions

All members must approve. The level is not considered complete until all votes from all members are recorded.

Unanimous-Stop on first dissent

All members must approve. The routing is stopped when the first rejection is recorded.

Simple Majority

50% of the voters must approve. The level is considered complete once 50% is reached.

Simple Majority-Get all opinions

50% of the voters must approve. The level is considered complete once 50% is reached and all votes have been recorded.

Simple Majority-Stop on first dissent

50% of the voters must approve. The routing is stopped when the first rejection is recorded.

Simple Majority-No dissent

50% of the voters must approve. The routing is stopped when the first rejection is recorded. The record is set to REJECTED status.

Absolute Majority

67% of the voters must approve. The level is considered complete once 67% is reached.

Absolute Majority-Get all opinions

67% of the voters must approve. The level is considered complete once 67% is reached and all votes are recorded.

Absolute Majority-Stop on first dissent

67% of the voters must approve. The routing is stopped when the first rejection is recorded.

Absolute Majority-No dissent

67% of the voters must approve. The routing is stopped when the first rejection is recorded. The record is set to REJECTED status.

Super Majority

75% of the voters must approve. the level is considered complete when 75% is reached.

Super Majority-Get all opinions

75% of the voters must approve. The level is considered complete when all votes are recorded and 75% are approved.

Super Majority-Stop on first dissent

75% of the voters must approve. the routing is stopped when the first rejection is recorded.

Super Majority-No dissent

75% of the voters must approve. The routing is stopped when the first rejection is recorded. The record is set to REJECTED status.

Any

Any single approval will suffice, regardless of other decisions. The level is considered complete upon first approval.

Any-Get all opinions

Any single approval will suffice, regardless of other decisions. The level is considered complete upon first approval but all votes are recorded.

Any-Stop on first dissent

Any single approval will suffice, regardless of other decisions. However, if the first vote is a rejection the routing is stopped.

User Rights

The following rights must be assigned to a user for that user to manage or view rules:

Rights Description

RUL_VIEW

Allows the user to access, select, and view Rule records.

NOTE: See Rights Groups for more information on assigning rights groups to users.

See Also

Modifying Rules

Document Setup

     

 

 
Friday, March 20, 2020
12:36 PM