In this article:
Learn how Business Rules automatically configure settings, such as who a report is sent to, related meetings, business area, access control, and notifications, when a report matches conditions you set.
Business Rules make it easier for users to report issues and give you greater control over how events are categorised and processed.
Use Business Rules to route reports, notify the right people, and control who can view sensitive records, all set up once per rule.
Business Rules automate how reports are handled across the Feedback, Incident, Improvement and Repair registers. The reporter describes what happened and selects the relevant details, then Logiqc uses your rules to complete the routing, assignment, access and notification settings.
- Simplified reporting: Conditional logic reduces the number of fields reporters need to complete, making it quicker and easier for frontline staff to report an event.
- Automated routing and assignment: Reports are routed, assigned and notified according to the conditions you set, helping them reach the right people and business areas.
- Flexible access control: Access can be assigned by role or individual to support need-to-know access and protect sensitive information.
- Consistent policy application: The same rules are applied every time, reducing manual errors and helping reports follow your organisation's established processes.
Q: Can a report match more than one Business Rule?
A: Yes. Logiqc checks every rule for the register in order, from top to bottom, then combines or overrides the results depending on whether each matching rule is set to add to or replace previous results.
Q: Can I reorder my Business Rules after creating them?
A: Yes. Drag and drop a rule in the list to move it up or down.
Q: What permission do I need to set up Business Rules?
A: You need the Edit system settings permission, with a minimum of an Action or External user licence.
Before you start
Check the following:
- You are in Admin mode.
- You have the Edit system settings permission (minimum Action or External user licence).
Overview
Business Rules use "IF this, THEN that" logic. When a user submits a report and the details match conditions you've set, the system automatically populates the fields you've configured, so the reporter does not need to decide where the report should go, who can view it, or who should be notified.
IF
A report matches the conditions you've set, such as incident type, area, sub-category, severity rating, or business area.
THEN
The fields you've configured populate automatically, such as report destination, related meeting, business area, access control, and notifications.
For example: If a user selects Incident, Chermside clinic, and Patient related incident, up to eight fields can populate automatically, without anyone needing to complete the Assign or Access control sections themselves.
Step 1: Go to Business rules
Navigate to Business rules:
Navigation path
Business rules are configured per register (such as Incident or Improvement), so select the register you want to configure first.
Find the register you want to configure, then select edit icon Opens the Business rules for this register. beside it.
Select the edit icon beside a register to open its Business rules.
Step 2: Add a business rule
Select + Add business rule to open a new rule.
The button appears at the top right of the register's rule list.
Step 3: Set 'If' conditions
These are the conditions that activate the rule when they match the user's selection. You can select more than one option within a condition type, these work as OR statements, so matching any one of them triggers the rule.
Select one or more values for each 'If' condition field you want to use.
Step 4: Set 'Then' actions
These determine how fields are populated once a match is found. Available fields are Report this issue to, Related meeting, Related business area, Access control, and User notification.
Each 'Then' action field also carries its own Add or Replace setting, covered in Add vs. replace settings below.
Rule hierarchy and ordering
Logiqc checks all Business Rules in order, from top to bottom. Where more than one rule matches a report, the order they're listed in determines which one applies first, and how later matching rules interact with earlier ones (see Add vs. replace settings below).
Drag and drop a rule to change its position in the list and adjust this order.
Use the drag handle beside a rule to move it up or down in the evaluation order.
Add vs. replace settings
When more than one Business Rule matches a report, you choose whether each rule's results add to or replace the results of the rules before it:
Add to previous results: combines outcomes, similar to an AND statement, so results from multiple matching rules are kept together.
Replace previous results: overrides whatever an earlier matching rule set, so only the most recent match applies.
This choice is available wherever a rule sets access control or notifications (see Permissions below).
Each field with an Add vs. replace choice shows both options beside it.
Permissions
Business Rules can automatically set who can view a report and who gets notified about it, when a rule's conditions are met:
- Assigns viewing permissions to the teams and/or individuals you select.
- Populates the Notifications field with the users you select.
For each, choose whether the result should add to previous results or replace previous results (see Add vs. replace settings above).
Troubleshooting
"My rule didn't populate the fields I expected"
- Check whether a rule listed below it also matched and was set to replace previous results
- Confirm the rule's position in the list — rules are checked from top to bottom
- Review the 'If' conditions to make sure the report's details actually match
"I can't set Business area as both an 'If' condition and a 'Then' action"
- This is expected — Business area can only be used as one or the other in the same rule
- Use a separate rule if you need it to work both ways for different reports
What happens next
Your rule is added to the list
The new rule joins the other Business Rules for this register, in the position you save it in.
It's checked against every new report
Logiqc checks it, along with every other rule for the register, against each new report in order (see Rule hierarchy and ordering above).
Matching fields populate automatically
When a report matches, your 'Then' actions populate automatically, following the Add vs. replace settings you've chosen (see above).