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Procedure documentationCreating an Organization Rule Locate this document in the navigation structure


Use this feature for exception-based reporting only.


You can create organization rules only after you have identified a possible organizational rule scenario.


To create an organization rule:

  1. Choose   Setup   Exception Access Rules   Organization Rules  .

  2. Choose Create.

    The Organization Rules screen appears.

  3. Enter the relevant information in all required fields.

    On the screen, required fields are marked with an asterisk (*).

    Note Note

    • Organization Rule ID: The identification code for the organization rule. Enter a 10-character alphanumeric name, including underscores (_). No spaces are allowed.

    • Parent OrgRule ID: If you are creating a completely new organization rule, this field is not required. If you are creating an organization rule based on a previously created rule, choose the Parent OrgRule ID you want to use.

    • Risk ID: Select from the list of available risk IDs

    End of the note.

    You can choose Add to assign more than one organization level and corresponding values for the organization rule’s duration, condition, and status. You can choose the Remove pushbutton to remove a previously entered organization level.

  4. Choose Save.

    A confirmation message appears stating that the data has been saved.

  5. Choose Close to view the organization rule that you created.


The organization rule ID is added to the list of organization rules.