2 Create and manage custom rules

Oracle Clinical One Platform provides a user interface for creating custom rules using JavaScript. Rules are applied in all modes when published, but you can only create, test, edit, approve and publish them in Testing mode.

  • Rule statuses and lifecycle
    During the lifecycle of the rule, you can create, test, approve, and publish in an iterative manner to help you refine your rules and implement them according to your product specification.
  • Access the rules interface
    Oracle Clinical One Platform provides a user interface for you to create, test, approve, and publish rules. You access this dialog by navigating to a form within a visit.
  • Create rules using the rule editor
    Define variables and add a Javascript expression in the rule editor to create your rules. You can create rules to calculate values, create autommated queries and send email notifications. If your rule fails to work as expected you can debug your rule to identify any errors and correct rule logic.
  • Prepare your rule for testing and approval
    Your rule must be moved through each status in sequence and can be sent back for rework if later testing reveals an issue. As a rule designer, you should test your rule in Draft mode before moving it to UAT. This can help you minimize any future rework.
  • Test and approve a rule
    You need to test and approve a rule before publishing it to Production. Your testing should be done before moving from Draft mode, and again before moving from UAT. This helps ensure that your rule is functioning as expected before moving to production.
  • Publish rules
    Publish a rule once it is approved. A rule that reaches the Published status becomes active in all modes, regardless of the study version. You can publish a single rule or multiple rules at either form or study level.
  • Modify and republish a published rule
    You can modify a published rule and re-publish it as needed using the same process you used to create the original rule. If you modify a published rule in Testing mode, changes won't appear in Production mode until you update that rule's status to Published.
  • Disable a rule
    If you published a rule in error, users with the appropriate permission can disable that rule so it stops running in all study versions for a given mode.
  • Access the Rule Management page
    Access the Rule Management page for a particular study and manage all custom rules in different modes.
  • Manage rules in Testing mode from the Rule Management page
    View and manage rules that are under development and already published in Testing mode. This includes rules in all states: Draft, UAT, Approved, Published, and Invalid .
  • Manage published rules from the Rule Management page
    View and manage all published custom rules within a study, in either Production or Training mode.