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Overview
The Rules page provides you with the following options/sections.



Section Description
Saving/Deleting Rules for saving and deleting objects
BOM Child Revisions Rules for assigning child item revisions to BOMs
Signoff Rules Rules for processing approvals and rejections on workflows
Change/ECO Rules Various Change/ECO processing rules
Item/Part/BOM Rules Various Item processing rules
When Changing Item Type/Category Field Rules for handling type and category fields on items
Miscellaneous Various data processing rules
Custom Custom rules/settings enabled by a qualified Omnify Application Engineer

Once all options are set, click the Save Settings toolbar button.


Saving/Deleting Rules Top
The Saving/Deleting Rules section contains the following options:



Option Description
Prevent item deletion when it appears on a Change/ECO If this option is checked, the system will prevent an item from being removed (deleted) from the database if it appears on any Changes/ECOs.
Prevent item deletion when it appears on a BOM If this option is checked, the system will prevent an item from being removed (deleted) from the database if it is being used on any BOM/Parts list.
Prevent item deletion when it has vaulted documents If this option is checked, the system will prevent an item from being removed (deleted) from the database if it has any vaulted documents assigned to it.
Prevent attribute deletion when it appears on any Item If this option is checked, the system will prevent an attribute field from being deleted if it is being used on any item.
Prevent saving if form is open by another user If this option is checked, the system will prevent a user from saving an item if another user is actively editing the item.
BOM Child Revisions Rules Top
The BOM Child Revisions Rules section contains the following options:



Option Description
Update active BOMs when child rev changes If this option is checked, the system will automatically change the rev label on all BOMs when the BOM child changes its revision.
Automatically update BOMs with latest child revisions when modified under Change/ECO If this option is checked, the system will automatically update the BOM child items with the latest rev when an ECO that contains the BOM parent is released.
Signoff Rules Top
The Signoff Rules section contains the following options:



Option Description
Change made on Item/Part This option allows you to control which action the system will take when a user modified an Item.
Options are:
Do nothing no special actions will be taken
Clear Signoff system will reset users who have previously signed the item
Send Email system will send an email to all users on the signoff list
Clear Signoff & Send Email system will reset users who have previously signed the item and send them an email notice
Change made on Change/ECO This option allows you to control how which action the system will take when a user modified a Change/ECO.
Options are:
Do nothing no special actions will be taken
Clear Signoff system will reset users who have previously signed the item
Send Email system will send an email to all users on the signoff list
Clear Signoff & Send Email system will reset users who have previously signed the item and send them an email notice
For Items, only allow editing when users are active for signoff If this option is enabled, the system will only allow users to modify Items when they are active for signoff. If this option is disabled, the system will allow users to modify Items at any point during signoff.
For Changes, only allow editing when users are active for signoff If this option is enabled, the system will only allow users to modify Changes/ECOs when they are active for signoff. If this option is disabled, the system will allow users to modify Changes/ECOs at any point during signoff.
Display Signoff page on released items/parts If this option is checked, the Signoff page will appear on all item forms (including released items)
Clear only the active stage when clearing signoffs If the Clear Signoff option is enabled, checking this option will only clear the active stage users and not all users
Require signoff comment on approval If this option is enabled, the system will require the user to provide a comment if approving an item
Require signoff comment on rejection If this option is enabled, the system will require the user to provide a comment if rejecting an item
Allow user to select Reject Stage (when rejecting signoff) If this option is enabled, the system will ask the user which stage to activate when they reject an object
Clear only the Reject To stage (when rejecting signoff) If this option is enabled, the system will only clear the users on the reject stage (as opposed to all users) when a user rejects an object
Change/ECO Rules Top
The Change/ECO Rules section contains the following options:



Option Description
Force Rev change if BOM is changed If this option is checked, affected items with BOM changes will require a new revision to be created
Check required fields on affected items when releasing Changes If this option is checked, the system will determine if all required fields on affected items have been assigned.
Require comment when canceling Change/ECO If this option is checked, users will be required to specify a comment when a Change/ECO is being cancelled.
Run BOM item status check when releasing Changes/ECO If this option is checked, the system will check all status fields for weight mismatches before allowing the Change/ECO to be released.
Allow comments on released Changes/ECOs If this option is checked, the system will allow users to assign Comments to released Changes/ECOs.
Prevent release with pending tasks If this option is checked, the system will prevent Changes/ECOs from being released if it contains essential tasks.
Item/Part/BOM Rules Top
The Item/Part/BOM Rules section contains the following options:



Option Description
Require Change/ECO on document check-in If this option is checked, all vaulted document check-in actions must be done under a formal Change/ECO.
Allow BOM release if child items are pending If this option is checked, BOMs that have child items that are currently under signoff (pending) can be released without having the child items released first.
Limit categories to parent type If this option is checked, users will only be able to assign category values that are assigned to the parent type.
Enable Service Objects If this option is checked, users will be able to add Service Objects to items in Desktop.
Display document Version column If this option is checked, the Version column will be included on the Documents page.
Prevent adding BOM items with lower status If this option is checked, the system will prevent adding items with a lower status weight to a parent BOM that has a higher status weight.
Prevent adding BOM items with higher status If this option is checked, the system will prevent adding items with a higher status weight to a parent BOM that has a lower status weight.
Allow released items to be placed under signoff If this option is checked, the system will allow you to place a released item back under signoff (pending).
Miscellaneous Rules Top
The Miscellaneous Rules section contains the following options:



Option Description
Display All Items search (Object Viewer) If this option is checked, the "All Items" limb will appear in the Object Viewer in Desktop.
Display All BOMs search (Object Viewer) If this option is checked, the "All BOMs" limb will appear in the Object Viewer in Desktop.
Record document viewing events in History If this option is checked, the system will add document check-out events in the History list.
Include affected item(s) when loading project roles on Changes/ECOs If this option is checked, the system will check the affected items for projects when assigning project role users to the workflow.
Include affected item(s) when loading project roles on CAPA Objects If this option is checked, the system will check the affected items for projects when assigning project role users to the workflow.
Allow user comment editing If this option is checked, users will be permitted to modify their own comments.
Allow user comment deletion If this option is checked, users will be permitted to delete their own comments.
Display document Version column on Vendor Item form If this option is checked, the Version column will be included on the Documents page for the Vendor Item form.
Force Comment Type on all comments If this option is checked, users will be required to provide a comment "type" when adding or editing comments.
Allow editing of non-active training revisions If this option is checked, the system will allow users to modify previous versions (non-active) of training items
Disable "New Like" functions If this option is checked, the system will disable all "New Like" functions
Default new documents as vaulted If this option is checked, new documents added to objects will default to being vaulted documents
Default document vault Allows you to set a default vault name for new documents
Limit adding vendor items if vendor status weight is less than If this option is checked, the system will prevent vendor items, from vendors of a defined status weight, from being assigned to other objects
Limit adding vendor items if vendor item status weight is less than If this option is checked, the system will prevent vendor items of a defined status weight, from being assigned to other objects