Access the Rule Management page

Access the Rule Management page for a particular study and manage all custom rules in different modes.

Once a rule is published, there are three versions of the rule (Testing, Training, Production) and all can be managed separately.

See Manage rules in Testing mode from the Rule Management page to view and manage rules under development and already published in Testing mode.
See Manage published rules from the Rule Management page to view and manage active rules in Production and Training modes.

Note:

Access to the Rule Management page and the corresponding tabs is based on your permissions assigned on each mode. Reach out to user administrator to make sure you have the appropriate permissions.

On the Home page, locate your study and click the pencil button ().
Click Rule Management.
On the new screen, navigate to the appropriate tab.
- Go to the Design & Testing tab to manage rules in Testing mode. This includes rules in all states (Draft, UAT, Approved, Published and Invalid).
- Go to the Production and Training tab to manage rules in Production and Training modes.

Parent topic: Create and manage custom rules