Common

Upload Rules to the Knowledge Tier

Business Rules can define controls for business data to help businesses achieve goals. Rule compliance is assessed based on a true or false analysis. If the rule statement is true, the rule is achieved. If the statement is false, it is not achieved. Refer to Set Up Rules in the Knowledge Tier help for more information.

To upload a rule to the Knowledge Tier:

  1. Create a rule

    1. Add relationships to other assets (optional)

    2. Assign sponsors (optional)

    3. Add supporting documentation (optional)

  2. Review rule, mark all items as “ready” and post

Create a Knowledge Tier Rule

Rules can either be manually added or bulk added via the Excel integration capability, which allows multiple rules to be added at once by uploading an Excel file. Refer to Use Excel Integration Overview for more information.

Syniti recommends that before creating any rules, download all assets from the Knowledge Tier so that relationships and sponsors can be linked to existing content.

To create a Knowledge Tier rule:

  1. Select Knowledge Tier Connect > Knowledge Tier Upload > Rule in the Navigation pane.

  2. Click Add to manually create a rule.

    Or

  3. Use Excel integration to bulk add multiple rules.

    View the page description for the Rule Upload page

  4. Enter the rule statement in the STATEMENT field.

  5. Enter the rule implication in the IMPLICATION field.

    NOTE: The Implication is the effect a policy or action has on the operations or financial well-being of a company. In other words, if the rule is not followed, what consequences will the company suffer as a result?

  6. Leave the default text of “Original Version” in the CHANGE_DESCRIPTION field.

  7. Select a user from the ASSIGNED_TO list box.

    NOTE: When a user is assigned to a rule, the assignee receives a notification by email, depending on their user settings, of changes made to the rule.

  8. Click Save.

Relate Rules to Other Assets

Assets can be related to help understand how changes influence other assets and how assets work together to accomplish the overall governance program. Refer to Relationships in the Knowledge Tier help for more information.

To add a relationship to a rule:

  1. Select Knowledge Tier Connect > Knowledge Tier Upload > Rule in the Navigation pane.

  2. Click the Rule Relationship icon for the rule.

  3. Click Add.

    View the page description for the Rule Relationship Upload page

  4. Select an asset from the TYPE list box.

  5. Select an asset ID from the ID list box.

    NOTE: The ID list box is narrowed down by the asset selected from the TYPE list box.

  6. Select the relationship from the RELATIONSHIP list box.

  7. Click Save.

    NOTE: The READY check box must be enabled to mark the relationship as “ready to post” before the rule can be posted to the Knowledge Tier. Check this check box when the relationship has been reviewed and is ready to be posted. Refer to Review Rule, Mark Ready and Post for more information.

Assign Sponsors to a Rule

Sponsors are users registered in the Knowledge Tier who receive notification in the notification panel and email, depending on their user settings, when changes to the rule are made. Refer to Add a Sponsor to an Asset in the Knowledge Tier help for more information.

To assign a sponsor to a rule:

  1. Select Knowledge Tier Connect > Knowledge Tier Upload > Rule in the Navigation pane.

  2. Click the Rule Sponsor icon for the rule.

  3. Click Add.

    View the page description for the Rule Sponsor Upload page

  4. Select a Knowledge Tier user from the USERID list box.

  5. Click Save.

    NOTE: The READY check box must be enabled to mark the sponsor as “ready to post” before the rule can be posted to the Knowledge Tier. Check this check box when the sponsor has been reviewed and is ready to be posted. Refer to Review Rule, Mark Ready and Post for more information.

Add Supporting Documentation to a Rule

Add any supporting documentation that is relevant to the rule. Supporting documentation is a link to a document, such as on SharePoint or Google docs. Refer to Add Supporting Documentation to Assets in the Knowledge Tier help for more information.

To add supporting documentation to a rule:

  1. Select Knowledge Tier Connect > Knowledge Tier Upload > Rule in the Navigation pane.

  2. Click the Rule Supporting Documentation icon for the rule.

  3. Click Add.

    View the page description for the Rule Supporting Documentation Upload page

  4. Enter the document name in the NAME field.

  5. Enter a link to the document, such as on SharePoint or a Google document, in the VALUE field.

    NOTE: The Value field must be a URL that begins with “http://” or “https://”

  6. Click Save.

    NOTE: The READY check box must be enabled to mark the supporting documentation as “ready to post” before the rule can be posted to the Knowledge Tier. Check this check box when the supporting documentation has been reviewed and is ready to be posted. Refer to Review Rule, Mark Ready and Post for more information.

Review Rule, Mark Ready and Post

Before a rule can be posted to the Knowledge Tier, all rule relationships, sponsors and supporting documentation must be reviewed and marked as “ready.” Then, the rule can be marked as “ready” and posted.

To review a rule, mark as “ready” and post:

  1. Navigate to each rule relationship, sponsor and supporting documentation.

  2. Review each rule detail and if it is ready to post to the Knowledge Tier, click the READY check box.

  3. Navigate to the rule.

  4. Select the rule and click the Mark Ready icon on the page toolbar if marking one rule as “ready.”

    Or

    Use multi-select to select multiple rules and then click the Mark Ready icon on the Page toolbar.

    NOTE: If any rule relationship, sponsor or supporting document has not been marked as “ready,” a validation message displays with a list of what is not ready to be posted. If necessary, return to the asset detail and check the READY check box.

    NOTE: If the rule has been marked as ready, but additional changes need to be made, select the rule and click the Mark Not Ready icon on the page toolbar before making changes.

  5. Select the rule click the Post Asset icon on the page toolbar to post a single rule to the Knowledge Tier.

    Or

    Use multi-select to select multiple rules and then click the Post Asset icon on the page toolbar.

    NOTE: Once the rule has been posted, the ID field is populated with the rule ID returned from the Knowledge Tier. Additionally, the Post icon is dimmed to prevent the rule from being uploaded again.

  6. Click the Purge Data icon on the Page toolbar to delete all posted rules. Since rules cannot be posted again, they are deleted to keep the page from being cluttered.