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      [PeopleSpheres] Create Rule for Monitoring

      Learn how to create a Rule for Monitoring and some examples of Rules.

      Goal: Monitoring allows you to create triggers, i.e., dynamic actions that will only take place if an event occurs.

      1. Go to the Monitoring widget
      2. Create a Rule 

        1. To create a new Rule, you must enter: 

          • A name
          • description
          • Select the concerned PSO 
          Select the Rule frequency

          Please note: The trigger will only be effective from 1am GMT, on its first trigger day.

        2. Create a Condition (IF...) by checking Add Condition. Select the Field on which the Condition must apply.
        3. Assign an Action to this Rule (THEN...)

        4. Click on at the bottom of your screen.

      Examples

      Please note: If you have several Legal Entities, create a Form for each entity or site. Assign it to Users - Group as target population. Select the corresponding sites and entities. For this, you must have created Groups beforehand using Group Management.

      If not, add a Condition for the concerned legal entity:

      Birthday Annoncement

      Send a notification to the collaborators if it's the birthday of a member in the company.

      On the Spot Evaluation

      Assign an "On the Spot Evaluation" form to new collaborators on their first day.

      1. Create a Field
      2. Create a Form
      3. Create Rule for Monitoring



      Update Data

      Update data in certain fields as per a defined condition

      Medical Visits

      Notify HR when the employee's last medical examination was two years ago