In order to edit a rule, the user must locate the "Edit Rules" interface on the Edit tab. In this interface, the user must first select the rule type they wish to edit (Import, Coverage, or Cross) from the picklist at the top of the Validation Rules Maintenance Interface. Then, the user can follow the steps below. Most steps will be associated with a table number (first, second, third, or fourth) which corresponds to the table placement as it is listed on the interface. 

(1) Select a data item in the Data Item column (First Table).

(2) Edit the failure message by clicking into the textbox and adding a message. If an HPMS Data Item does not have a rule for the selected Rule Type, the failure message will appear blank (First Table).

(3) After selecting a data item, use the Validation Rules Definition table to add a criterion by clicking the “+” button on the lefthand side of the table. The plus sign will be located on the "+/-" column on the last, empty row (Second Table). 

(4) Use the Left Condition table to edit the Left Condition column in the Validation Rule Definition table (Third Table).

NOTE: The user can utilize the Left Condition table to select a Condition Type in the Type column (Data Item, Value, and Overlay Column), edit a Condition Value (picklist or textbox), add an arithmetic operation in the Arithmetic column (operation between 2+ conditions), add a condition (left “+” button), and remove a condition (left “X“ button).

(5) Use the Right Condition table to edit the Right Condition column in the Validation Rule Definition table (Fourth Table).

NOTE: The user can utilize the Right Condition table to select a Condition Type in the Type column (Data Item, Value, Code list, and Overlay Column), edit a Condition Value (picklist or textbox), add an arithmetic operation in the Arithmetic column (operation between 2+ conditions), add a condition (left “+” button), and remove a condition (left “X“ button).

(6) Use the Join and Parentheses options to group or create condition rule criteria (Second Table).

(7) Use the Validation Rule Definition table to delete a criterion if desired (Second Table). 

NOTE: The user can delete a criterion by clicking the “X” button on the lefthand side of the table.

(8) After editing the desired rule, click the “Save Changes” button.

Add New & Delete Rules

To add a new validation rule, click the “Add Rule” link, then follow the steps above to edit the new rule. To delete a validation rule, check the checkbox to the left of the desired rule. After selecting the desired rules, click the “Delete All Selected” link. Click the “Save Changes” button to save changes.

User Guide

For more general information on this interface, visit the User Guide equivalent article on Edit Rules.