Administering Vetting Rules

Add inclusionary and exclusionary rules to a rule group at the Vetting Rules page. These vetting rules determine which documents will be included and which will be excluded from a document collection.

When a rule group is created, a set of general inclusionary and exclusionary vetting rules for the group is automatically created for you. (The new group includes all the general vetting rules from all the default groups.) You can edit or delete these general vetting rules and add more.

Note: General vetting rules are not created if you set up the new rule group for use by the Deal Point application.

To access the Vetting Rules page, click Vetting Rules in the left frame.

To administer vetting rules for a group,

1. Select your DMS from the DMS Type drop-down list.
2. Select the rule group you want to administer from the Rule Group drop-down list.
3. To view vetting rules for the group, click the Expand icon next to Inclusionary Rules or Exclusionary Rules. Rules are listed alphabetically by name. The Query column lists the fields used by the rule.
4. Perform the actions you want. See Vetting Rules Actions below for details.
5. If you make changes, additions, or deletions to the rules, click Save All to save your changes.

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Vetting Rules Actions

You can perform the following actions at the Vetting Rules page for the selected rule group:

• To add a rule to the group, click Add Rule next to Inclusionary Rules or Exclusionary Rules, depending on the type of rule you want to add. Inclusionary rules define which documents should be included in a collection, and exclusionary rules define which documents should be excluded from a collection. For details, see Adding and Editing Rules.
• To deactivate a rule so that it doesn't run for the group, clear the Active check box next to the rule. By default, all rules are active (selected).
• To edit a rule, click the name of the rule. For details, see Adding and Editing Rules.
• To test a rule, click Test next to the rule. For details, see Testing Rules.

• To apply a date restriction to one or more rules, do the following:

  • In the Global Date Restriction area at the top of the page, select the time period and type the duration you want and then click Apply to record the restriction in the system.
  • Select the Global Date check box next to each rule you want to restrict.

  When rules are run, the recorded restriction is compared to the Last Modified Date field in the document management system and is applied to all the selected rules.

  Note: Date restrictions that are defined within an individual rule also remain in effect.

• To print the displayed vetting rules, click Print. The view that’s currently selected (Full View or Truncated View) is printed.

• To delete a rule, click Delete next to the rule. At the confirmation prompt, click OK.

  Important: If you delete a vetting rule, bulk vetting (not incremental vetting) must run for the change to take effect.

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