Create business rules

Determine what you want the business rule to do, the team involved and the time frame it should be active.

Name

Use this tab to name the business rule, select the business rule type, and based on the rule type selected, identify additional criteria.

  1. Enter the Rule Name. You have plenty of space to be as clear as possible. For example: Guest Requests - 3rd Shift to Security and MOD.
  2. In the Business Rule Type field, select from the available options.
  3. As you select a Business Rule Type, a parameter tab opens with relative options.

HotSOS Desktop Business Rules

Optional tabs

Conditions

Use the Conditions tab to identify all conditions that must exist for this business rule to be read.

Click next.

Priorities and Requestors

This tab lists all priorities and the requestor options for creating an order. All items are selected and you rarely have to make changes to these.

Click next.

Action Day and Time

Use this tab to determine when this business rule should be active. It is set to default to All Days, All Time. You won't often need to make adjustments here, but when you do:

HotSOS Select

HotSOS Select customers have only these three business rules:

Assign to Team

Escalation

Set Follow Up Parameters

HotSOS Housekeeping (REX) Only

HotSOS Housekeeping is limited to these business rules:

Auto Close

Direct to Person, Team, Device

Send Message on Event

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Business rule order