Interu facilitates the collection of information within the supply chain but how do you know what information is required and what is missing? This is where Rulesets can help you pinpoint areas with missing information that need your attention.
Rulesets allow you to define for Locations and Deliveries which documents you expect to be attached to either type of record based on a set of criteria. Any Location or Delivery that is missing documents based on the rulesets will be flagged in the UI so you can identify where work is required.
Add Rulesets
1. Click on Admin > System configuration > Rulesets
2. Choose to create rulesets under Organisations, Locations or Deliveries
3. Clicking on Add New will open a page for creating a new Ruleset.
4. Give your ruleset a clear, recognisable Name (e.g., "Harvest Permit"). Add a brief Description of what this rule achieves (optional).
5. Click Add criteria group. This is the set of conditions that this ruleset applies to. By setting specific conditions, you can target the ruleset to very specific segments of your data.
Match All / Any: The Match toggle at the top of the card determines how multiple conditions interact with each other (you need to add multiple criteria groups to choose Match Any).
Match All: This is strict. The ruleset will only activate if every single condition you list is true. (e.g., Country is "USA" AND Country is "Brazil").
Match Any: This is flexible. The ruleset will activate if at least one of your conditions is true. (e.g., Country is "France" OR Country is "Canada").
Select property: Property identifies the specific attribute of the connection (or entity) that you want to filter by.
For Organisations rulesets, the property type can only be chosen as Country(ies).
For Locations rulesets, the property type can be Type(s) or Country(ies).
For Deliveries rulesets, the property type can be as follow:
From location(s): Exact location(s): Targets a specific named site or facility (e.g., From "Germany Warehouse A").
From location(s): Type(s): Targets the location type of the origin facility (e.g., From "Forest").
From location(s): Country(ies): Targets the country from which the delivery is being sent (e.g., From "Malaysia").
To location(s): Exact location(s): Targets a specific destination site (e.g., To "China Factory B").
To location(s): Type(s): Targets the category of the destination facility (e.g., To "Sawmill").
To location(s): Country(ies): Targets the destination country (e.g., To "France").
Select operator: When you select a property like Country(ies), you must choose an operator to define the relationship.
Is: Use this for a single, exact match. Example: If you select
Is->France, the rule applies only when the country is exactly France.Is any of: Use this to create an inclusive list. Example: If you select
Is any of->France, Germany, Spain, the rule applies if it's from France OR Germany OR Spain. It is useful for grouping regions (like "EU Countries").Is none of: Use this when the list is big and you only need to exclude a few. Example: If you select
Is none of->France, Germany, Spain, then the ruleset will apply to any other countries in the world.
Add criteria group: You can add multiple criteria group under one ruleset.
Note: If you leave Criteria section empty, the text below the header confirms: "Specifying no criteria will make the ruleset applicable to all connections."
6. Define the Expectations. This is the list of Document Types that you want to be present on Organisations, Locations or Deliveries that match the defined Criteria. You must define at least one.
Select operator: You must choose an operator to define the relationship.
Is: Use this for a single, exact match. Example: If you select
Is->Invoice, the ruleset is only fulfilled when the attached document type is exactly Invoice.Is any of: Use this to create an inclusive list. Example: If you select
Is any of->Forest Report, Log removal pass, Legal permit, the ruleset is fulfilled when any of the document types is attached.
Select value(s): This field defines the specific standard or requirement that must be met. You select the specific document type needed for compliance. The list includes options such as Invoice, Log removal pass, etc.
Add expectation: You can add multiple expectations under one ruleset.
7. Once you are happy with the definition of the Ruleset you can click on Save. Once you return to the list of Rulesets you will see your new Ruleset.
