rules and stuff linda wirgau data specialist. what are the mnemonics
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Rules and StuffLinda Wirgau
Data Specialist
What are the mnemonics
RFEI – File Element Inquiry
RFEI – File Element Inquiry
D Data – single valued field (example: First Name) L List – multi-valued (example: address.lines; house
number and street on one line then apt number on another)
Q pointer – multi-valued pointer (example: parent child relationships)
X pointer – single valued pointer (points to one and only one record in another file…example: Citizenship and countries
A Associated – multi-valued in a file that relates to one or more fields in that file (example: app.career.goals and app.career.goal.change.dates)
T Text – its text
Work from the top down
◦Big bucket first All applicants is probably too big we have 126K
applicant records◦Try instead applicants with a Start term of 2013FA,
2013WI or 2013SP◦Then try Freshman and not Transfers ◦Do you want international in this rule ?
RLDE – Rules Definition
Connectors – what?! Why?!
With – use with to start a grouped set of conditions and connect it to the previous set
And – use to connect the previous line with the current line (note: the record must pass both sets of criteria for a true to result)
Every – use to check every value within a multi-valued field (note: each value in the list must meet the criteria for a true to result)
Or – use to connect with the previous line (note: only one needs to result true for the record to pass)
Or Every – use when you want to connect the previous line of criteria with the current line and want a record to pass one or the other. (note: remember what “every” does? It also applies here)
Or With – use to start a new grouped set of conditions and to connect to the previous set where you want one set or the other to pass
Or With Every - use to start a new grouped set of conditions and to connect to the previous set where you want one set or the other to pass but now add “every”
With Every – use to start a grouped set of conditions and to also check every value within a multi-valued field
RLDE – Rules Definition
RLDT – rules definition detail
RLDE – Rules Definition
Easy right?!
Work from the top downChoose the big bucket firstTry and stick to the easy connectors
RLTD - Test and Debug
When testing◦Find a few id’s that pass and fail your rule!
RLTD – Rules Test (should fail)
RLTD – page 2
RLTD – Rules Test (should pass)
RLTD – Rules Test (whew! It passed!)
Assign a territory rule to a counselor!
Rules sit unless you use them somewhereTo assign a counselor using the rule you
just wrote you’ll need to use form ARAR
ARAR – Adm Rep assignment rules
ARAR – list of rules
RLPC – Rules Processing Form
Just because I think its cool!
RLPC – Rules Savelist Processing
Rules processing results
