Business Rules Administration

Launch Administration from the application menu and select the Business Rules tab.

Select and the ‘Add Business Rule’ page will be displayed.

Enter a name for the Business Rule – this will be displayed to the user on screen when a Business Rule is triggered so ensure it is clear and user-friendly. A Business Rule must have a unique name.
The Active check box is pre-ticked; this means that the Business Rule will be active as soon as it has been created. If you do not wish it to be active then just remove the tick with a single click.

Rule Types

Prevent – select this type and the user will be prevented from submitting a CV or confirming an interview or confirming a placement unless the rule parameters have been met.
Warn – select this type and the user will be warned but will still be allowed to continue with the action of submitting a CV or confirming an interview or confirming a placement if the rule parameters have not been met.
FollowUp – select Follow Up to trigger a date related task that will be created; for example follow up tasks to remind you that a candidate has been at a placement for a week or a month etc. when they are submitting a CV or confirming an interview or confirming a placement.

Finally, you can only select one Rule Type per Business Rule; however you can create unlimited numbers of Business Rules if you need to create similar workflow processes.

Next select the Process Type; your Business Rule will be based on one of the three processes, submitting a CV, the interview is confirmed, and the placement is awaiting confirmation.

Process Types

Submitting a CV – select this process if the Business Rule should be triggered during the CV submittal process.
The interview is confirmed – select this process if the Business Rule should be triggered when confirming an Interview.
The placement is awaiting confirmation - select this process if the Business Rule should be triggered when logging the event in the Placement of awaiting confirmation.

You must select a Process Type for every Business Rule you create.

Finally, you can only select one Process Type per Business Rule; however you can create unlimited numbers of Business Rules if you need to create similar workflow processes.

Business Rules Criteria

The next stage is to select the criteria and complete your Business Rule.

The Criteria section is divided into tabs.

The criteria choices will change depending on the Rule Type and Process Type selected.

You can select multiple criteria choices per Business Rule, but you must select at least 1.

Criteria Choices

Rule Type: Prevent Process Type: Submitting a CV
Rule Type: Warn Process Type: Submitting a CV
Rule Type: Follow UpProcess Type: Submitting a CV – criteria choices are not applicable for

this workflow process.

Rule Type: Prevent Process Type: The interview is confirmed
Rule Type: Warn Process Type: The interview is confirmed
Rule Type: Follow UpProcess Type: The interview is confirmed
Rule Type: Prevent Process Type: The Placement is awaiting confirmation
Rule Type: WarnProcess Type: The Placement is awaiting confirmation
Rule Type: Follow UpProcess Type: The Placement is awaiting confirmation

Available Tabs:

Job criteria:

The Job tab contains job related criteria to enable you to build the Business Rule based on Essential Job Titles, Attributes and Quals & Certs which may be missing, expired, not held etc.

An example of a Business Rule:

You wish to prevent a Candidate’s CV being submitted to a client if the Candidate does not have the essential attributes assigned to the Job.

TOB criteria:

The TOB tab contains TOB related criteria to enable you to build the Business Rule based on the status of Terms of Business activity.

Two of the criteria can be set with ‘not sent / received within’ duration period.

An example of a Business Rule:

You wish to prevent a Candidate’s CV being submitted to a client if the Terms of Business have not been received.

Remember that the TOB information is maintained in Financial Information on the Company page.

Candidate criteria:	The Candidate tab contains Candidate related criteria to enable you to build the Business Rule based on whether the Candidate has had an Internal Interview. An example of a Business Rule: You wish to warn the user that the Candidate who is being submitted has not had an Internal Interview.
P.O. Number criteria:	The PO Number tab contains PO Number related criteria to enable you to build the Business Rule based on PO Number value and / or expiry dates. An example of a Business Rule: You wish to prevent a Candidate being placed at a client without a valid PO Number. Remember that PO Numbers are maintained in Financial Information on the Company page.

Candidate criteria:

The Candidate tab contains Candidate related criteria to enable you to build the Business Rule based on whether the Candidate has had an Internal Interview.

An example of a Business Rule:

You wish to warn the user that the Candidate who is being submitted has not had an Internal Interview.

P.O. Number criteria:

The PO Number tab contains PO Number related criteria to enable you to build the Business Rule based on PO Number value and / or expiry dates.

An example of a Business Rule:

You wish to prevent a Candidate being placed at a client without a valid PO Number.

Remember that PO Numbers are maintained in Financial Information on the Company page.

CV Submit criteria:

The PO Number tab contains CV Submit related criteria to enable you to build the Business Rule based on various data facts.

An example of a Business Rule:

You wish to prevent a Candidate’s CV being submitted to a client if the Candidate has been or is employed at the client company or one of their subsidiaries.

EAA / Right To Work criteria:

EAA / Right to Work Options

Run Now button

The EAA / Right to Work tab contains Employment Agency Act / Right to Work related criteria to enable you to build the Business Rule using 3 options:

Single
National Insurance combination
Work permit combination

The single option enables you to accept someone who is eligible to work with a single qualification such as an EU Passport. The candidate only needs to match one of the options ticked to be eligible to work.

The NI Combination and Work Permit Combinations enable you to create combinations of qualifications / right to work options and accept someone who is eligible to work with these combinations.

How do I create my combinations?

Select one of the 3 options and the EAA / Right to Works options screen displays lists of selectable criteria.

Make your selections from the available choices by clicking the check boxes to select. You must select at least one.

Select either EAA or Right to Work [or both] from the ‘Provides’ section. You must select at least one.

Select one or more of the Options check boxes to set any specific conditions – Work Permit has not expired and click OK. You may select multiple if you wish.

Summary of the Criteria Choices

	Prevent	Warn	Follow up
Submit CV	Job TOB Candidate PO Number CV submit EAA / Right to work	Job TOB Candidate PO Number CV submit EAA / Right to work
Interview	Job TOB Candidate PO number EAA / Right to work Prior / Post Interview	Job TOB Candidate PO number EAA / Right to work Prior / Post Interview	Recurring Prior / Post interview
Placement	Mandatory fields Job TOB Candidate Bureau PO Number EAA / Right to Work	Mandatory fields Job TOB Candidate Bureau PO Number EAA / Right to Work	Recurring Prior / Post Start date Prior / Post Finish date

Prevent

Warn

Follow up

Submit CV

Job
TOB
Candidate
PO Number
CV submit
EAA / Right to work

Job
TOB
Candidate
PO Number
CV submit
EAA / Right to work

Interview

Job
TOB
Candidate
PO number
EAA / Right to work
Prior / Post Interview

Job
TOB
Candidate
PO number
EAA / Right to work
Prior / Post Interview

Recurring
Prior / Post interview

Placement

Mandatory fields
Job
TOB
Candidate
Bureau
PO Number
EAA / Right to Work

Mandatory fields
Job
TOB
Candidate
Bureau
PO Number
EAA / Right to Work

Recurring
Prior / Post Start date
Prior / Post Finish date

Rule Descriptions

As you build your Business Rules there is a helpful information panel ‘Rule Description’ which displays in clear terms the detail of each Business Rule. The Rule Description panel is displayed under the Criteria section.

Here are a couple of examples for Rules Descriptions:

And finally, when you have completed building your Business Rule click OK and you will be returned to the Business Rules overview page.

Business Rules Quick Summary

Here’s a summary of creating / editing / copying / deleting Business Rules:

Use Business Rules to comply with certain business critical conditions or rules.
Name each Business Rule with a clear, user friendly name
Remember the Business Rule will be Active by default
Select one of the three Rule Types; Prevent, Warn, Follow Up
Select one of the three process Types
Use the Criteria Tab options to build the detail of each Business Rule
Refer to the Rule Description panel to ensure each rule meets the workflow needs
Save the Business Rule

Editing a business rule

Once you start using Business Rules within Infinity you may find you’ll need to edit existing Rules.

Launch the Administration menu via the Application menu
Select the Business Rules tab; a list of existing Business Rules will be displayed
Select the Business Rule you wish to edit with a single click
Click and the Business Rules details page will be displayed and ready for you to edit.
When you have made the changes click.
If you wish to abandon the changes click and any changes you have made will not be saved.

We suggest that before you edit existing Business Rules make a copy of the rule you are about to edit using the option. You can deactivate the original rule after the editing process is completed.

Copy a Business Rule

The Copy option is particularly useful when maintaining existing Business Rules. Use it as a tool when creating new rules which are similar to existing ones, simply copy and ‘tweak’ the copied rule. Using Copy can reduce the amount of time spent administrating Business Rules as it copies all the Business Rule criteria.

Launch Administration from the Application menu
Select the Business Rules Tab; a list of existing Business Rules will be displayed
Select the Business Rule you wish to copy with a single click
Click
The copy will be automatically created and will appear at the bottom of the list of existing Business Rules. It will be displayed with the text ‘copy’ at the end of the Business Rule name.

Delete a Business Rule

Although the option is available, we suggest that you do not delete existing Business Rules. Instead, simply de-activate the Business Rule by editing it and removing the tick from the Active check box. Then the Business Rule will not appear within any work flow in Infinity, but you have the option to re-activate it at a later stage if you require.

However, if you still wish to delete a Business Rule then you may do so.

Launch Administration from the Application menu
Select the Business Rules Tab; a list of existing Business Rules will be displayed
Select the Business Rule you wish to delete with a single click
Click
The Business Rule will be deleted and no longer appear in the list of Business Rules.

Contact Details

If you require further assistance please contact Voyager on :

Local	+44 (0)800 008 6262
Overseas	+44 (0)1256 845 000

Press 1	New Business Sales	hello@voyagersoftware.com
Press 2	Support	support@voyagersoftware.com
Press 3	Customer Services	clientsuccess@voyagersoftware.com

Visit our website for future events and clinics www.voyagersoftware.com

Feedback

If you would like to make suggestions or have found any errors with this Help section please complete the query form here

Business Rules Administration

General

What are Business Rules?