Viewing Entitlement Rules List
The application provides the option to view the list of entitlement rules in one place. The entitlement rules are sorted as per the execution order.
To view the entitlement rules list, perform the following steps:
1. Log in to Asset 360 with your credentials.
2. From the left navigation pane, click Entitlement > Automatic Rules. The list of entitlement rules is displayed.
The following screen shows the columns for the list:
The application allows you to perform the following actions from the drop-down list:
Actions | Purpose |
|---|---|
New Rule | To create a rule for a case, work order, or return orders, click New Rule, and select the required object from the drop-down. Click the Create Entitlement section for more details. |
Navigating to object-specific rules | To get the respective object's entitlement rules, click the tabs from Cases, Work Orders, or Return Orders. |
Search Rules | To search for the required entitlement rule, enter the keywords in the search box. The search result from the Rule Name column related to the keyword is displayed. Click the Search Entitlement Rule section for more details. |
Re-Order | To re-order the execution of rules, click Re-Order. Click the Re-Order section for more details. |
Show inactive Toggle | To view the list of inactive rules, click the toggle button. By default, it is turned off. Inactive rules do not participate in the reordering of entitlement execution. |
The following table provides details about the columns:
Column Name | Description |
|---|---|
Order | Displays the execution sequence number against each entitlement rule. |
Rule Name | Displays the name of the entitlement rule with a link to view the details about it. |
Description | Displays a brief description of the entitlement rule. |
Active | Displays the status of the rule, whether it is active or inactive. |
Actions | Displays a drop-down with the following actions you can perform for the entitlement rule: • Edit: To edit the entitlement rule • Clone: To clone or copy the entitlement rule • Delete: To delete the entitlement rule |