User guide

www.iprotech.com Ipro eCapture User Guide A-1
877-324-4776 Q1 2014
Appendix A Using the Flex
Processor Rules Manager
Overview
The Flex Processor Rules Manager implements various strategies by applying
Rules to cull and manage large data collections.
The RULE based module contains a host of Actions and criteria that are flexible
and can be quickly applied to efficiently remove non-responsive files resulting
in a smaller collection.
The rules are easy to manipulate, adjust, remove; and can be reapplied multi-
ple times until the desired results are achieved.
Preparation
As always, ensure that you have a clear understanding of the work order. In
order to achieve the correct results, it is important to first understand how
each Rule can affect the results as it is applied.
In This Appendix
Overview ......................................................................... A-1
Preparation ..................................................................... A-1
Rule Bar Options ............................................................A-6
Using the Rule Set Management Wizard .......................... A-8
Import/Create Rules .....................................................A-10
Export/Copy Rules........................................................A-13
Master Rule Sets ..........................................................A-13
Defining Actions for a Flex Processor Rule........................A-14
Defining Selection Criteria ............................................ A-26
Item IDs .....................................................................A-42
E-mail Entry IDs...........................................................A-44
Using the Flex Processor Rules Manager Wizard ........... A-46