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How to Add a New Rule (*)

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NOTE: See Related Article: How to Browse Current Rules 

 

1 - You can add a new rule by clicking the +RULE button in the lower left corner of the screen.

 

 

2 - The first box is to name the rule.

 

 

3 - The second box is to put in a description of the purpose of this rule.

 

 

4 - The third box is the CONDITIONS box.   In this box first your determine what service will trigger the rule.

 

 

5 - Then choose the event that has to happen within that item to trigger this rule.  The options in the EVENT drop box will change depending the SERVICE you choose.

 

 

 

6 - The next section is ACTIONS.  This is blank.   To add an action for this rule to trigger, click the action button in the lower left corner.

 

 

7 - Then you choose how you will be notified of a rule being triggered (a), who will be notified (b).   Then you choose the Role, Contact Name, or a Custom Value of your choice (c).

 

a.

b.

c.

 

8 - You can delete an action that you may have added in error by clicking the Trash Can to the right of the actions.

 

 

9 - Last you will click SAVE in the lower right corner of the screen.

 

 

 

NOTE: Rules that are created are defaulted as "OFF".  You must turn them on while you are on the Current Rules page.

 

 

 

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