Edit Rule Bindings

Rule Binding descriptions display in workflow emails, on the report accessed through the Report Data Viewer, and in the Excel file sent as an attachment to a workflow email.  A description provides supplemental information about the rule so that users who view reports based on data that failed the rule can better understand what the failed data shows.

The Recommendation field stores information about how to resolve records that fail for this rule and rule binding.

The Implication field stores information about the implication of failed data for this rule and rule binding, including downstream issues or other rule and rule binding combinations that may be affected.

To edit descriptions:

  1. Click Information Steward Accelerator > Project Summary in the Navigation pane.

  2. Click the Distributions icon for a project.

  3. Click the Rules icon for a distribution.

  4. Click the Bindings icon.

  5. Click the link in the RULE BINDING ID column for the rule binding to update.

  6. Click Edit for a rule.

    View the field descriptions for the Rule Binding Detail page

  7. Enter a recommendation for resolving issues with data that failed the selected rule and rule binding in the RECOMMENDATION field.

  8. Enter the implications of failed data for the selected rule and rule binding in the IMPLICATION field.

  9. Click Save.