The Rules Wizard walks you through the steps
of creating a new rule.
There are two basic types of rules: those that
act based on assets and those that
act based on tasks.
To start the Rules Wizard, go to and click Add. The wizard appears, prompting you to specify a name
for your rule.
The Rules Wizard presents the following groups
of choices, which it steps through in the order given here:
- Selector – What should the rule apply to?
- Condition – What conditions should the rule check?
- Action –
What should the rule do?
- Exceptions – What exceptions should the rule check?
- Execution – When should the rule be run?