Rule Categories

• Attributes
• Rule Categories/Subcategories
  • Name
    • Editing Categories
    • Inactivate/Activate
  • List Order

Rules categories are the groupings of rules on your forms. For example, you may have categories such as Core Program Requirements, Semesters, Stages, or other relevant groupings. Creating a rule category allows users to select a predetermined label when creating a new grouping of rules.

Rule categories are best used when you need to ensure consistent labeling across programs. For example, if your institution has a set of core requirements that are used across a number of programs, the rule categories can help ensure that they are consistently labeled across each program where they are used.

Within the rule categories, you can also use subcategories to create additional levels of groupings within your primary category. Similarly to the rule categories, the subcategory allows a user to select from a list of predetermined titles to apply. For example, the primary rule category may break the program up into various years, with subcategories used to further outline the semesters within each year.

Attributes

Each category and subcategory will consist of the following attributes:

Singular/plural names of rule categories/subcategories

The singular and plural forms of the label associated with rule categories that is displayed when creating a grouping within programs. For example, if your institution uses Years to divide up the program structure, you would need to specify 'Year' for the singular, and 'Years' for the plural. 

List order

The order in which the category/subcategory will appear within rules. 

Name

The title of the category/subcategory as it will appear on the program.

Rule Categories/Subcategories

Within the Rule Category or Rule Subcategory section, the first option will be to adjust the title, if desired. The default is Rule Category/Categories, but you can change this if you would prefer. For example, some institutions may use 'Years', and may choose to adjust this to reflect 'Years/Years' instead. 

Name

To adjust the title of the Rule Categories, click into the fields for Singular and Plural and provide the relevant title. 

Be aware that if you change the name of the Rule Categories, this will also change how it appears in the list of System Settings. 

If it is changed, it will appear with the new title in alphabetical order within the list. For example, changing it to 'Years' will move it to the bottom of the list, with the heading 'Years' instead of 'Rule Categories'.

By providing the default name, each time you select the option to add a new category, it will be added using the default name. For example, if you have Years 1-4 as established categories, when you click on the +Add button at the bottom - Year 5 will be added to the list. 

If you would prefer to allow users to enter a customized option, you can select the Allow Custom option to enable it.

Editing Categories

To edit the name of any existing category, you can click on the pencil to the right, and then adjust the name as needed. When you are finished renaming, click outside of the field for the changes to save.

Inactivating/Activating Categories

A rule category or subcategory can not be deleted, but it can be inactivated if it is no longer needed.

Inactivated categories or subcategories will no longer appear when users create or edit rules. Any items that reference the inactivated categories or subcategories will continue to display the correct information, but no new or modified items will include them. 

When a category or subcategory is reactivated, the categories will again appear when users create or edit rules. 

To inactivate a rule category or subcategory:

• Navigate to System Settings.
• Under the Admin Settings column, select Rule Category.
• Locate the category or subcategory you would like to inactivate, and click the Inactivate option to the right.

To activate a rule category or subcategory:

• Navigate to System Settings.
• Under the Admin Settings column, select Rule Category.
• Uncheck the option Hide Inactive above the list of categories or subcategories.
• Locate the category or subcategory you would like to Activate, and click the Activate option to the right.

List Order

The list order of the categories or subcategories determines the order they will be used when a user is adding groupings into a program. 

The order can be changed by dragging an item to the new location. Once you release it, it will be saved in that location automatically.

Note: Rule Categories may be modified by Admins or CM Admins by default, or a user within a role that has been granted permissions to manage them.