Administering Vetting Rules

Administer inclusionary and exclusionary rules for a vetting group at the Vetting Rules page. Vetting rules determine which documents will be included and which will be excluded from a document collection.

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

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

To administer vetting rules for a group,

1. In the Data Source Type list, click your DMS.
2. In the Vetting Group Name list, click the vetting group you want to administer.

3. To view inclusionary rules for the vetting group, select Inclusionary Rules. To view exclusionary rules for the vetting group, select Exclusionary Rules.

   Rules are listed alphabetically by name. The Rule Query column in the Vetting Rules table lists the fields used by the rule.

4. To print the displayed vetting rules, click the Print icon.

5. Perform the actions you want. For details, see Vetting Rules Actions below for details.

Note: If you make changes, additions, or deletions to a vetting rule, vetting must run for the change to take effect.

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Vetting Rules Actions

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

• To add a rule to the vetting group, click New Rule. For details, see Adding and Editing Rules.
• To edit a rule in the vetting group, click the rule name. For details, see Adding and Editing Rules.
• To inactivate one or more vetting rules so that they don't run for the selected vetting group, select the check box to the left of each vetting rule you want to inactivate in the Vetting Rules table and click Inactivate Selected. By default, all rules are active.
• To activate one or more rules for the selected vetting group, select the check box to the left of each vetting rule you want to activate in the Vetting Rules table and click Activate Selected.
• To remove one or more rules from the selected vetting group, select the check box to the left of each vetting rule you want to remove in the Vetting Rules table and click Remove Selected.
• To copy a rule to one or more vetting groups (within the same data source type), click Copy next to 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 (GDR) section, select the time period and type the duration you want and then click Set to record the restriction in the system.
  • Select the GDR check box next to each rule in the Vetting Rules table that 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. Date restrictions that are defined within an individual rule also remain in effect.

• To print the displayed vetting rules, click tbe Print icon.
• To view all the documents in a collection, which are determined by the rules in the vetting group, click View Collection. For details, see Viewing Collections.

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