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Select the Pathway option from the menu panel on the left of the dashboard. Click on the drop-down menu next to the procedure pathway, and select Rules.
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STEP 2: Create a New Procedure Rule
Click on the down arrow next to the New button on the top right of the screen and choose New Procedure Rule from the drop-down menu.
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STEP 3: Add details
In step 3 of the wizard, add the key details for the Procedure Rule. Start by adding a Title for the rule using a consistent naming scheme such as R2.1 (R = reading, 2 = sequence number). Add a Description and select the Language used for the rule. Click the next arrow to proceed to step 4.
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After selecting the action press okay and click the next arrow to proceed to STEP 5.
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STEP 5: Add the audience
In this step, you can decide on the audience for the rule for example, who would the rule affect. After you decide the audience for the rule, click on the next arrow to proceed to STEP 5.
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STEP 6: Add timing
In this step, decide when the rule will be executed within a pathway. After you decide on the timing for the execution of the rule, click on the arrow button to transition to the next step. Timing options include:
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When a form is submitted- This will execute the procedure rule when the selected form is submitted.
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STEP 7: Review the created Procedure Rule
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You can click on “Exit” if you wish to close the progress of creating the new rule or click on “Continue Wizard” to continue with progress.
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