Business Rules

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The System Setup module Business Rules feature is used to configure global and program-level system rules for specific types of data entry, and for use of the system as a whole.

Required Permissions

Use of the Business Rules feature requires placement in the "Executive Officer" or "System Administrator" user groups - OR - ONE of the following permissions:

Display Executive Administration Buttons
Permissions Data Entry
Permissions Data Entry for All Staff and Layers

- AND -

Program Chart Access (required to configure program-level business rules such as e-signature and note/contact editing rules)
Business Rules Data Entry (required to open or configure agency-level business rules such as the application timeout value and two-factor authentication)

In addition, if you are working in a divisional database, you must be configured as "Continuum Staff" in the Human Resources module Staff Information feature (using the Payroll Group "Agency" selection list) in order to access and configure global business rules.

  NOTE: Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.

Click-by-Click Instructions

Setting Client Transfers Rules - Learn to set the maximum client transfer window for users with the corresponding backdating permission.

Setting External Email Functionality Rules - Learn to set rules regarding which types of email addresses external communications can be sent to.

Setting Global Electronic Signature Rules - Learn to configure which signature input methods can be used; for example, signature pads or touch-screen devices.

Setting Individual Program Electronic Signature Rules - Learn to configure a program's e-sign rules including what can be signed, who can sign, and when.

Setting Service Records Editing Rules - Learn to set note/contact viewing and editing, group activity, and reception desk attendance rules for each program.

Setting Password Policy Rules - Learn to maintain agency password rules.

Setting the Application Timeout Value - Learn to view/update the number of minutes of inactivity before a user is timed out of AWARDS.

Setting Two-Factor Authentication Rules - Learn to add an additional layer of security for staff accessing your AWARDS database.

Working with Assessment Instruments - Learn to maintain assessment instruments built prior to creation of the FormBuilder.

Frequently Asked Questions

Business Rules Frequently Asked Questions

Related Documents 

Electronic Signatures - Getting Started Guide

FootholdConnect Event Recordings

  NOTE: Recordings marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

E-Signing Hardware Options (5 min) - February 2018

Join us for an "AWARDS Minute," focused on commonly utilized hardware solutions for agencies implementing electronic signatures functionality.

Electronic Signatures (52 min) * - November 2016

A comprehensive look at the electronic signatures functionality in AWARDS, from configuration and signing options, to the signing process itself.