Create and Edit Threshold Rules

To create and edit Threshold rules within your project, navigate to the Thresholds tab and click on Rules.

To create a new rule:

1. Navigate to the Thresholds tab and click on Rules.
2. Click the Create button.
3. Name the rule and select an Answer Measure, then click Next.
4. The categories for the selected Answer Measure will be displayed. Select the category you wish to use and click Next.
5. Choose the rule type, which will typically be either "less or equal to a value" or "greater or equal to a value". Select the appropriate option and click Next.
6. Enter the Threshold Value and click Save to save the rule.

Editing Threshold Rules

When Editing Threshold rules, you are only able to edit the Name and the threshold value.
To Edit Threshold rules within your project:

1. Navigate to the Thresholds tab and click on Rules.
2. Click on the Threshold rule you wish to edit.
3. Click the Edit button.
4. Make the desired changes and click Save

Assigning a (New) Rule to Questions:

Once a new rule has been created, it must be assigned to the appropriate questions. To do this, follow these steps:

1. Click on the rule that was created.
2. Click the Add button under the Questions heading.
3. Select the questions you wish to assign the rule to. This rule will then be applied to those questions.

For projects with the Automatic Cost Calculation option enabled, rules created upon project creation are automatically linked to the top-level question.

Related Articles 

• Thresholds
• Create and Edit Threshold Rules
• Threshold Categories & Rule Options
• Threshold Outcomes, Warnings & Non Compliance
• Thresholds and Automatic Cost Calculation Projects