Adding Rules to an Existing Rule Set

The Extended Attributes Rules Configuration page is used to mass update Extended Employee Attributes that are assigned to employees. Attributes are mass updated by building a list of employees based on current assignments (similar to the Roster Rule Builder) and then updating specific attributes.

To add a Rule to an Existing Rule Set

1. Click the Ext Attr Matrix button on the Employee tab.

2. Click the Ext Attr Rules button.

3. Click the Change button to load a different rule set.

4. Select the rule set from the Rule Set Name dropdown.

5. Click the Add Rule button at the bottom of the page. The rule definition tables display.

   

6. Type the name of the new rule in the Rule Name field.

7. Type a description of the new rule in the Rule Desc field.

8. Select the attribute that will be updated from the Attribute dropdown in the Attribute Value Assignments table. The attributes available in the dropdown will be attributes that are designated as Storm Role attributes. The Assign Value section will change to a dropdown or a text box, depending on the attribute selected.

9. Select the Assign Value from the dropdown. The dropdown displays if the attribute type selected is "Value" or "Multi-Value," or if the attribute contains more than one option – OR –

   Enter text into the Assign Value textbox.

10. Repeat steps 8 and 9 for all attributes that need to be reassigned.

11. Select the type of attribute you would like to use in your filter.

    • Std: These are the standard attributes, found on the employee page, for your company. These are items such as WEB ID, E-mail, Classification, etc.

    • Extended: These are the Extended Attributes that are created by using the Extended Employee Attribute page.

    • All: This is a combination of the standard and extended attributes, in one dropdown.

12. Select the attribute to filter by from the Attribute dropdown in the Rules Details table.

    Note: Attribute assignments may use a value of "NONE" or be left blank to indicate the attribute should be cleared for the employee.

13. Select the condition in which the value of the attribute should be filtered from the Conditional dropdown.

    • Equals: When selected, only employees with the attribute with exact value entered in the Value field will be added to the roster. For example, if the employee's value for an attribute is 78895 and the value entered for the roster rule is 7889, the employee will not be added to the list because the two values do not match exactly.

    • Not Equal: When selected, employees with the attribute with exact value entered in the Value field will NOT be added to the roster, but all other users will be added to the list. Other rules should be used with this condition to limit the number of users on the list. For example, if the employee's value for an attribute is 7889 and the value entered for the roster rule is 78895, the employee will be added to the list because the values do not match exactly.

    • Like: When selected, employees with the attribute with a similar value entered in the Value field will be added to the roster. When using this option, add a percent sign before and after the text that can be similar. For example, if the employee's value for an attribute is 78895 and the value entered for the roster rule is %7889%, the employee will be added to the list because the employee's value contains the 7889 string.

    • Note Like: When selected, employees with the attribute with a similar value entered in the Value field will not be added to the roster. When using this option, add a percent sign before and after the text that cannot be similar. For example, if the employee's value for an attribute is 78895 and the value entered for the roster rule is %7889%, the employee will not be added to the list because the employee's value contains the 7889 string. However, if the employee's value was 7886, they would be included in the roster.

14. Select a Value from the dropdown. The dropdown displays if the attribute type selected is "Value" or "Multi-Value," or if the attribute contains more than one option – OR –

15. Enter text into the Value textbox.

    Note: If using one of the Like conditions, put percent signs (%) on either side of the text.

16. Click the Validate Rule button to verify the rule logic is valid.

17. Click the Save Rule button to save. The new rule is added to the Attribute Assignment Rules table.

18. Repeat steps 5-17 for the remaining rules that need to be added to the rule set.

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*Note: ARCOS documentation is a living document. For inconsistencies or missing features, contact ARCOS Support. Not all companies have all items in the Online Help.