Within the Compliance and Security submodule, the "Rules" section allows you to define specific terms/conditions to determine when a form should appear during task execution. This way, the system requests validations only when necessary, ensuring compliance with internal security and quality procedures.
Creating rules
Access the rules tab within the corresponding form.
Click the (+) icon to add a new rule.
Complete the following fields:
Rule description
Choose a clear and descriptive name that indicates its purpose. For example:
"Mandatory pre-inspection"
"Post-operational checklist"
"Final quality validation"
Execution moment
Select when the form should be triggered:
Pre-execution (before starting the task)
Post-execution (after finishing the task)
After saving the rule, it is essential to define the terms that will determine when the rule will be applied.
Activation terms
Terms determine when a rule will be applied during form execution. In other words, they allow validations to be triggered only when certain operational criteria, related to the task's context, are met.
Select the term type
Before adding terms, define how they should be evaluated:
At least one is true
The rule will be triggered if any of the configured terms is met.
All must be true
The rule will only be triggered when all the configured terms are met simultaneously.
Add operational terms
To add a term:
Click the (+) icon Add terms.
A list of available fields to filter the rule's behavior will appear.
The available segments are:
Responsible (assigned technician)
Location
Asset type
Asset code
Type (of task or activity)
Priority
Classification 1
Classification 2
Cost center
Select values based on context
By choosing one of these segments, a contextual menu with options related to your operation will appear.
These lists may vary depending on:
The cadastral structure of your organization
The types of assets created
The configured cost centers
Task classification
The responsible team
Your company's custom taxonomy
This allows the terms to be fully customized, ensuring that the rule is applied only in the desired scenarios.
How fields work within a terms
When configuring a term, each available parameter includes a field called Operation, which determines the comparison logic used by the system to validate if the term is met.
The operation defines how the selected value will be evaluated against the existing data in the Work Order, with options such as:
Equal to
Not equal to
Based on this definition, the system will determine whether the rule should be applied during form execution.
Dependent parameters
When selecting certain parameters, additional options may be enabled to refine the term. For example, when choosing Responsible, fields related to the type of responsible person or selecting a specific user may be displayed.
Type of responsible (Human Resource or Third Party)
Selection of the responsible person
For example, you could configure a term like:
In this case, the form will only be triggered when that specific technician is assigned in the WO.
This configuration allows for more detailed filtering, adapting to the operational structure of the organization and ensuring that the rule is only activated in the defined scenarios.