Rule Sets provide the ability to create pre-defined rules that can be used when creating Classification Rules, Triggers, and Legal Hold Rules. This enables a set of rules to be re-used across Classification Rules, Rule Triggers, and Legal Hold Rules.
Building rules are similar across the software. Refer to the Rule Builder for more information.
Creating Rule Sets
To create a Rule Set, perform the following steps:
Select Plan from the Main Menu.
Select Rule Sets from the left navigation menu.
Click Create. The Create Rule Set dialog opens.
Enter a Title for the Rule Set.
Click the Create button under the Title field.
Enter the remaining rules.
Click the Create button at the bottom of the window.
Adding Rule Sets
Rules Sets can be used anytime rules are being created. In lieu of creating new rule elements, you may add a Rule Set instead by selecting the dropdown arrow for Add Rules Set and selecting the desired Rule Set and clicking Add Rule Set.
Rule Sets may be combined together or used in conjunction with other rules elements.