Configuring Assessment Stage Rules

Utilize the Stage Rules Adoption feature that allows users to configure Add Approver rules to each custom review stage. All Add Approver rules will automatically run whenever an assessment enters a stage containing configured rules.

To Configure stage rules

  1. On the PIA & DPIA Automation menu, select Workflow and Routing. The Assessment Workflow screen appears.
    Note:

    For more information on Custom Workflows, see Creating Custom Workflows.

  2. Select the workflow you want to add stage rule or create a new workflow.
  3. Click the icon to add a custom stage.


  4. Click the Add button.
  5. Click the Add Rule button. The Stage Rule screen appears.

  6. Complete the fields. For more information, see Stage Rules Table Reference.
  7. Click the Create button

Stage Rules Table Reference



Field

Options

Description

Rule name

Enter the name of the rule in the field.

Organization

Select the organization from the selection menu.

Note:

Enabling the Include Child Organizations setting to apply rules to all child organizations on Org groups.

Conditions

ANY/ALL

Select whether all conditions must be met to trigger the action.

Actions

To delete and edit stage rules

  1. On the Assessment Workflow Details screen, select the Rules tab.
  2. Select the Context Menu icon on the rule you would like to delete/edit.


  3. Select the appropriate option.
  4. If you decide to delete the Stage Rule, the Delete Rule modal will appear.


  5. Click the Delete button.