Rules management

The Rules management menu is used to manage rules globally.

To define a new rule for a device or for a device type that creates an event in addition to machine messages sent by the machine itself
To define preconditions when a rule can be executed
To define reactions a rule has to trigger when the rule condition is met
To edit, copy and delete rules
To activate/deactivate rules

Rules Light and Rules Extended has here different capabilities. Rules Extended has a greater range of functions than Rules Light :
Introduction to the Condition Monitoring module

Overview Page

In this view, all rules are listed and can be managed. New rules can be created, updated, copied or deleted. It is also possible to change the state of a rule to Active, Inactive or Waiting for Approval. Within the overview it is possible to jump to rule related views, like creating a quick reaction in Deviation Management Module.

Element	Description
*Facilities*	Select facilities to filter the list of rules.
*XX items*	Number of rules in the overview.
*Code, title*	Search rule with *Code* or *Title*
*Filter*	Filter the overview by selecting *State* , *Severity* , *Context, Part Type* and *Conditions* in the dialog window.
*View*	Show or hide columns in the overview.
	Save the current filter settings for the logged-in user.
	Create or Configure a Rule
Column title	Sort the overview by clicking on the column title.
	Context menu with the following options: Change state, Show History, Copy Rule and Delete Rule.
	Context menu with where modules can place possible actions based on the rule, like creating a quick reaction in *Deviation Management Module*.

Element

Description

Facilities

Select facilities to filter the list of rules.

XX items

Number of rules in the overview.

Code, title

Search rule with Code or Title

filter Filter

Filter the overview by selecting State , Severity , Context, Part Type and Conditions in the dialog window.

tune View

Show or hide columns in the overview.

filter-success

Save the current filter settings for the logged-in user.

add_border

Create or Configure a Rule

Column title

Sort the overview by clicking on the column title.

settings-editor

Context menu with the following options: Change state, Show History, Copy Rule and Delete Rule.

fullscreen

Context menu with where modules can place possible actions based on the rule, like creating a quick reaction in Deviation Management Module.

Create a new rule

To create a new rule, click add_border in the overview page.

Fill the mandatory fields (marked with an asterisk *). Select if the rule should be created for a specific device or for a device type. Depending on this selection *Device* or Device Type need to selected as next step.

If a rule is created out of Performance analysis, the device is already preselected and cannot be changed.

After click on save, the new rule is created and the detail view of the rule opens, where further configurations can be done. See: Rule details page