To use rules to manage auto-validation, you add an autovalidation setting to a case using the rule wizard, in exactly the same way as you would add a comment to a case.

  1. Find a case (e.g. on the Archive case list or the Rejected case list) which is representative of the type of case that could safely be autovalidated at some level.
  2. Start the rule wizard to add an “auto-validation setting”, consisting of a percentage level and a textual description. You can select an existing setting, or create a new one.
  3. Create or select an objective for this rule, and finally
  4. Add conditions for the rule, check cornerstone cases, and finish the rule session.

To replace one auto-validation setting for a case with another using a rule, you select the current setting, then use the rule wizard to replace it with another one, in exactly the same way as you would replace a comment given for a case.

Finally, to remove the auto-validation setting for a case, you select the current setting and use the rule wizard to remove it.

You can see the list of all possible auto-validation settings using the menu from the main screen ‘Autovalidation | Autovalidation rule settings…’ This facility also allows you to edit the level of an auto-validation setting. The new level will apply to all cases with that auto-validation setting.

Notes:

  1. Auto-validation settings using rules will take priority over any levels that have been set using reports or report sections. See also Autovalidation.
  2. In general, if an auto-validation setting is given for a case, it will not be auto-validated if the report for
    the case has yet to be enabled (or report section depending on the policy). See Allowing a report to be auto-validated.However, if you have checked the “Release” option in the auto-validation setting as shown below, then the auto-validation decision will be based only on the level you
    have set, not whether the report has been enabled.