Workflow > Policy rules > Create policy rule

Create policy rule

To create a new policy rule:

1. From the main menu, select Administration > Instance Management > Module - Workflow Rules.

   The Module - Workflow Rules screen appears.

2. Click the New Policy Rule link.

   The Create New Policy Rule window appears.

3. Use the following descriptions to create the policy rule:

   Field	Description
   Description	Type a meaningful name for this rule. This value will appear as the name of the rule within the workflow tree diagram and will be seen by approvees and approvers.
   Apply Rule Against	These two drop-down fields allow you to define what this rule applies to. The first drop down list relates to either card transactions, card statements or expense reports. The second is the account type you want to apply the rule to.
   Policy Status Level	A policy status level indicates how important this policy is on a scale of 1 to 4. Level 1 is red or 'critical' and level 4 is green or 'minor'. The policy status level determines what colour to highlight the breach icon beside the transaction when it triggers a policy rule. If a transaction triggers more than one policy rule, all are shown, however the transaction will take the overall status of the highest policy status level of all the respective rules.
   Group Member	If this rule relates to an existing group of rules, select the group from the drop-down list box. If you do not select a value, the rule will become an independent rule.
   Behaviour	The Behaviour field determines how this approval rule will behave in relation to other rules. There are two options in the drop-down list: Dominant. The transaction will always require approval for each dominant rule triggered for the transaction, ie. if two dominant rules are triggered by a single transaction, two approval rules will be required. Submissive. A submissive rule will be overridden by a dominant rule should it occur on the same transaction, ie. if two rules are triggered on the same transaction, one dominant and one submissive, the dominant rule will apply.
   Process Order	Where this rule fits within the process order in the group. The process order number determines the priority of the rule as selected by the system and therefore displayed to the approver. The number must be unique within the group, and the group's process ordering must be sequential, eg. 1,2,3,4 not 1,3,4,5.
   Amount Rule	The Amount Rule and Amount Value fields allow you to build how the approval rule will function. This drop-down list contains the following options: Blank. If left blank, this rule will take effect for any transactions of this type, regardless of transaction value. Amount less than. The rule will be triggered if the transaction value is less than the amount specified in the first Amount Value field. Amount greater than. The rule will be triggered if the transaction value is greater than the amount specified in the first Amount Value field. Amount between. The rule will be triggered if the transaction value is greater than the value specified in the first Amount Value field and less than the value specified in the second Amount Value field.
   Amount Value	These values are used in combination with the Amount Rule field to define the circumstances under which this approval rule is enabled.

4. Click Save.

   The new policy rule will appear as a green box in the workflow tree diagram. The colour of the small bar to the right of the policy rule indicates the rule's policy status level.