Rules Engine

Overview

Certain features of PrevailHQ require the selection of multiple people from your organization. Rather than forcing you to individually pick each person that should be added to a feature, we have a powerful rules engine that allows you to select people based on their properties.

Compliance Checklists, Screening Schedules, and Announcements are all set up by adding Rules. For example, if a person matches a rule in a Compliance Checklist, then they are assigned that compliance checklist.

Walkthrough

When working with a screening schedule, compliance checklist, or announcement, the first thing to consider when selecting who should be assigned is to consider the type of person. You can set your rules to only apply to Employees, Contractors, Students, or any combination of those three.

Click "Add Rule" to select a property (a specific attribute of a person's profile). For example, if they have the app installed, if they have a reservation, group membership, shift, vaccination status, etc. Once you have selected a property and set its match value, then click "Insert."

For Example…

• Property: App Installed, Matches: Yes

+ Users who have the app installed will get notifications based on this schedule; users who do not have the app installed will not be notified on this schedule.

• Property: Last Name, Matches: "Person|Someone"

+ All users with the last name Person or Someone will be notified based on this schedule; users who do not have those last names will not be notified by this schedule.

• Property: First Name, Matches: "Jane" AND Property: Last Name, Matches: "Smith"

+ This means that only Jane Smith will be notified of this schedule, and no one else.

Please Note: To select multiple "Matches" under a rule, press SHIFT and to enter the | symbol. This will create an OR rule. Here is what that would look like with the above example:

Before vs. After saving your schedule

Alternatively, if you'd like an AND rule, you will need to create separate matches, as the third example above shows. This example will be marked as:

Supported Attributes