How To: Creating Service Rules

Steps to Create a Service Rule:

1. Navigate to Service Rules

   • Go to More > Services > Service Rules.
   • Click on Create New Rule.

2. Choose Rule Type

   • You will see two tabs:
     • Max. Service Rules
     • Min. Service Rules
       (Both areas function similarly.)

3. Define the Rule

   • Name the Service Rule: Assign a clear and descriptive name to the rule.
   • Select Rule Type: Choose one of the following:
     • Units: Set a minimum or maximum number of units for a specific period (e.g., day, week, month, 3 months).
     • Time: Set a minimum or maximum number of hours and minutes for the selected service over a specific period (e.g., day, week, month, 3 months).

4. Assign Services to the Rule

   • Once the rule is created, assign services to it.
   • For example, you can configure a rule so that CPST services cannot exceed a set number of units per week.

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Note: Service rules help enforce compliance and ensure services are delivered within specified limits.

Watch it in Action: