Rules are attached to Groups. They determine the percentage of approval or rejection responses a record can receive before the routing continues to the next Group level or record level.
Rule Name |
Definition |
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Unanimous - Get all opinions |
All members must approve. The level is not considered complete until all votes from all members are recorded.
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Unanimous - Stop at first dissent |
All members must approve. The routing is stopped when the first rejection is recorded.
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Simple Majority |
Fifty percent of the voters must approve. Level is considered complete once 50% is reached.
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Simple Majority - Get all opinions |
Fifty percent of the voters must approve. Level is considered complete once 50% is reached and all votes have been recorded.
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Simple Majority - Stop on first dissent |
Fifty percent of the voters must approve. Routing is stopped when the first rejection is recorded.
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Simple Majority - No dissent |
Fifty percent of the voters must approve. Routing is stopped when the first rejection is recorded. The record is set to REJECTED status.
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Absolute Majority |
Sixty-seven percent of the voters must approve. Level is considered complete once 67% is reached.
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Absolute Majority - Get all opinions |
Sixty-seven percent of the voters must approve. Level is considered complete once 67% is reached and all votes are recorded.
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Absolute Majority - Stop on first dissent |
Sixty-seven percent of the voters must approve. Routing is stopped when the first rejection is recorded.
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Absolute Majority - No dissent |
Sixty-seven percent of the voters must approve. Routing is stopped when the first rejection is recorded. The record is set to REJECTED status.
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Super Majority |
Seventy-five percent of the voters must approve. Level is considered complete when 75% is reached.
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Super Majority - Get all opinions |
Seventy-five percent of the voters must approve. Level is considered complete when all votes are recorded and 75% are approved.
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Super Majority - Stop on first dissent |
Seventy-five percent of the voters must approve. Routing is stopped when the first rejection is recorded.
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Super Majority - No dissent |
Seventy-five percent of the voters must approve. Routing is stopped when the first rejection is recorded. The record is set to REJECTED status.
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Any |
Any single approval will suffice, regardless of other decisions. Level is considered complete upon first approval.
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Any - Get all opinions |
Any single approval will suffice, regardless of other decisions. Level is considered complete upon first approval but all votes are recorded.
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Any - Stop on first dissent |
Any single approval will suffice, regardless of other decisions. However, if the first vote is a rejection the routing is stopped.
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Please see Groups to learn how to apply Rules to Approvals and Reviews.
The following Rights must be assigned to a user to view Rules:
Rights |
Description |
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RUL_VIEW |
Allows user to access object to view and select.
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Please see Rights Group to assign Rights Groups to users.
1. Log into the Global Organization
2. From the SmartSolve© tabs select Admin > Setup. Select Rules from System Wide.
The Rules list displays.
3. Edit any information for your Rules.
4. Click the Save button.
All changes should now be reflected in the Rules