Client Tools Guide › Audit Menu › Check Policy Compliance › Create a Business Policy File with New Business Process Rules › Entering Entities - Group Method

Entering Entities - Group Method

When adding roles and resources for new or complex BPR rules, manual typing can be tedious and prone to errors. In this case, it is preferable to use the drag-and-drop copy method and add entities as a group. When adding the entities as a group you select them from a pre-existing configuration file and drag them to the respective left or right entities for a rule you have set up in a Business Policy document.

Follow these steps:

1. Open the Configuration and Business Policy documents.
2. Right-click in the Business Policy document and select Add Business Process Rule.

   The Edit Business Process Rule window opens.

3. In the Edit Business Process Rule window enter values for the Rule ID, Rule Type and Restriction.
4. Click OK, and the rule is added the Business Policy document. The rule is only partially complete as it is missing values for the Left and Right entities.
5. Select the Configuration file that is open on the desktop and that functions as the source of the rule entities.

   According to the rule created, select a group of values from the configuration that match the Left entity for the rule that was only created. Assuming the rule was of type Role-Resource select a group of roles from the Role Name column in the configuration file.

6. Drag-and-drop the group into the Left Entities field of the new rule in the Business Policy window. A name now appears in the Left Entities field for the rule.
7. Select a group of values from the column in the configuration file that matches the Right entity of the rule.
8. Drag-and-drop the group into the Right Entities field of the new rule in the Business Policy window.

   A name now appears in the Right Entities field for the rule.

9. Click the rule in the Business Policy window and the Edit Business Process Rule window opens. The values selected for the entities now appear in the Left and Right Entities list.
10. Edit the contents of the list by removing entries as required. Add more entries as required.
11. Save your changes.
12. Select a configuration file from the Default configuration drop-down.

As the entities are being dragged, the cursor pointer symbol changes from LINK (indicating the record is in memory) to Ө (indicating the record is being dragged) to ADD, before actually being “dropped” into the appropriate column.

Note: Roles and resources cannot be dropped on an empty record. The record must first be created before performing drag-and-drop of roles and resources.