Rules and StuffLinda Wirgau

Data Specialist

What are the mnemonics

RFEI – File Element Inquiry

RFEI – File Element Inquiry

D Data – single valued field (example: First Name) L List – multi-valued (example: address.lines; house

number and street on one line then apt number on another)

Q pointer – multi-valued pointer (example: parent child relationships)

X pointer – single valued pointer (points to one and only one record in another file…example: Citizenship and countries

A Associated – multi-valued in a file that relates to one or more fields in that file (example: app.career.goals and app.career.goal.change.dates)

T Text – its text

Work from the top down

◦Big bucket first All applicants is probably too big we have 126K

applicant records◦Try instead applicants with a Start term of 2013FA,

2013WI or 2013SP◦Then try Freshman and not Transfers ◦Do you want international in this rule ?

RLDE – Rules Definition

Connectors – what?! Why?!

With – use with to start a grouped set of conditions and connect it to the previous set

And – use to connect the previous line with the current line (note: the record must pass both sets of criteria for a true to result)

Every – use to check every value within a multi-valued field (note: each value in the list must meet the criteria for a true to result)

Or – use to connect with the previous line (note: only one needs to result true for the record to pass)

Or Every – use when you want to connect the previous line of criteria with the current line and want a record to pass one or the other. (note: remember what “every” does? It also applies here)

Or With – use to start a new grouped set of conditions and to connect to the previous set where you want one set or the other to pass

Or With Every - use to start a new grouped set of conditions and to connect to the previous set where you want one set or the other to pass but now add “every”

With Every – use to start a grouped set of conditions and to also check every value within a multi-valued field

RLDE – Rules Definition

RLDT – rules definition detail

RLDE – Rules Definition

Easy right?!

Work from the top downChoose the big bucket firstTry and stick to the easy connectors

RLTD - Test and Debug

When testing◦Find a few id’s that pass and fail your rule!

RLTD – Rules Test (should fail)

RLTD – page 2

RLTD – Rules Test (should pass)

RLTD – Rules Test (whew! It passed!)

Assign a territory rule to a counselor!

Rules sit unless you use them somewhereTo assign a counselor using the rule you

just wrote you’ll need to use form ARAR

ARAR – Adm Rep assignment rules

ARAR – list of rules

RLPC – Rules Processing Form

Just because I think its cool!

RLPC – Rules Savelist Processing

Rules processing results

Thank you!

Linda WirgauAdmission & Fin Aid Data SpecialistKalamazoo Collegelwirgau@kzoo.edu