Adding and Editing Audit Automation Rules

You can create and configure automation rules to automatically create tasks and send emails based on specified conditions. You can also organize your automation rules into groups to improve visibility and streamline module navigation.
Note:

Rule triggers can only be configured for single select and date audit attribute types.

To add an automation rule group

  1. On the Audit Management menu, select Setup > Automation Rules.

    The Automation Rules screen appears.

  2. Click the Add Rule Group button.
    The Add Rule Group modal appears.
    The Add Rule Group modal with fields to name the group, select the responsible organization, and configure rule group settings.
  3. Enter a name for your group.
  4. Select the organization that will be responsible for the group.
    Note:

    Enable the Run Rule Group for Current Organization Only setting if you would like this rule group to execute only on records managed by this organization.

  5. Click the Add button.

To delete an automation rule group

Note:

If you delete an automation rule group, any rules assigned to that group will also be deleted.

  1. Go to the Automation Rules screen.
  2. Hover over the row of the group you want to delete until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context menu, select Delete. A confirmation modal appears.
  5. Click the Confirm button.

To add an automation rule

  1. Go to the Automation Rules screen.
  2. Click the name of the group in which you want to create a rule. This screen also appears once you add a new automation group.
  3. Click the Add Rule button.
    The Select Rule Type modal appears.
    The Select rule type modal with options for different automation rule types.
  4. Select the type of rule you want to create.
  5. Click the Continue button.

    The Automation Rule Configurations screen appears.

  6. Complete the fields. For more information, see Rule Configuration Reference.
  7. Click the Save button.

Rule Configuration Screen Reference

Add Audit Task

You can configure automation rules to automatically create an audit task to help define and assign tasks within your organization.


Rule configuration screen showing an example Add Audit Task automation rule.
Field
Description
Rule Name

Enter a name for the automation rule.

Frequency Run

Select how often the action will occur.

Condition Block

Trigger: Select the option that will trigger the rule.

Attribute: Select the attribute type that will trigger the rule's action.
Note:

The attribute field is only available when the Attribute trigger type is selected.

Operator: Select the relationship that must be met between the field and the value.
Value: Select which field value triggers the rule.
Actions

Select Add Audit Task.

Task Name

Enter the name of the task that should be created by the rule.

Assignee

Select the individual responsible for the task.

Deadline

Enter the deadline by which the task should be completed.

Description

Enter a brief description for the task.

Send Audit Email

You can configure automation rules to automatically send an email reminder to a specified recipient(s).


Rule configuration screen showing an example Send Audit Email automation rule.
Field
Description
Rule Name

Enter a name for the automation rule.

Frequency Run

Select how often the action will occur.

Condition Block

Trigger: Select the option that will trigger the rule.

Attribute: Select the attribute type that will trigger the rule's action.
Note:

The attribute field is only available when the Attribute trigger type is selected.

Operator: Select the relationship that must be met between the field and the value.
Value: Select which field value triggers the rule.
Actions

Select Send Audit Email.

Recipient(s)
Select the individuals that will receive the email reminder.
Note:

Check the auditor(s) or approver(s) boxes to send the email to the auditors and approvers assigned to the audit.

Email Template

Select the email template that will be sent to the recipient.