Defining a pipeline's monitoring rules

Using the monitoring rule components you configured while defining the process type, you can define the parameters used to monitor orders and shipments throughout their life cycle in fulfillment and shipment process type pipelines.

1. Open the Applications Manager and select the application that you want.
2. In the Process Modeling window, select the Order, Load, or General tab to view the corresponding process modeling tree for that base document type.
3. In the Process Types swimlane, right-click on the applicable process type and choose Model Process. The Repository Details window and work area display for the corresponding process type.
4. Choose the Pipeline tab.
5. Expand the Pipelines branch.
6. Select the applicable pipeline and choose the Configure Monitoring Rules icon. The Monitor Rules window displays in the work area.
7. From Rule List, choose the Create New icon. The Rule Type pop-up window displays.
8. Select the rule type you want to define and add to the rule list. The rule details displays in the lower frame. You can select the hypertext in the rule details and define the individual parameters. Refer to Table 1 for a list of rule types and their configurable rule details.
   Note: When defining the hours parameter, you can select whether the hours are based on elapsed hours or on the working hours for any calendars you may have defined.
9. Choose the Save icon.
   Note: You can increase or decrease a monitoring rule's priority by selecting the rule and choosing the up-arrow to increase it's priority and the down-arrow to decrease its priority.

   Table 1. Monitoring rule types

   Rule Type	Rule Details (Bold and Italicized Text Indicates Configurable Parameters)
   Milestone has not reached before a date	If Order/Shipment has not reached a milestone n calendar hours before a date type, then raise a monitor event.
   Milestone has not reached after a date	If Order/Shipment has not reached a milestone within n calendar hours of a date type, then raise a monitor event.
   Milestone has not reached after another Milestone	If Order/Shipment has not reached a milestone within n calendar hours of a milestone, then raise a monitor event.
   Milestone has reached before a date	If Order/Shipment has reached a milestone n calendar hours before a date type, then raise a monitor event.
   Milestone has reached after a date	If Order/Shipment has reached a milestone within n calendar hours of a date type, then raise a monitor event.
   Milestone has reached after another Milestone	If Order/Shipment has reached a milestone within n calendar hours of a milestone, then raise a monitor event.
   Has been in a status	If Order/Shipment has been in a status for n calendar hours, then raise a monitor event.
   Before a date	For Order/Shipment n calendar hours before a date type, raise a monitor event.
   After a date	For Order/Shipment n calendar hours after a date type, raise a monitor event.
   After a Milestone	For Order/Shipment n calendar hours after a milestone, raise a monitor event.
   Date before another date	For Order/Shipment, if a date type is more than n calendar hours before a date type, then raise a monitor event.
   Date within a specified time after another date	For Order/Shipment, if a date type is within n calendar hours after a date type, then raise a monitor event.
   Date not within a specified time after another date	For Order/Shipment, if a date type is not within n calendar hours after a date type, then raise a monitor event.
   Date after another date	For Order/Shipment, if a date type is more than n calendar hours after a date type, then raise a monitor event.
   Conditionally Milestone has not reached before a date	If Order/Shipment meets a condition and has not reached a milestone n calendar hours before a date type, then raise a monitor event.
   Conditionally Milestone has not reached after a date	If Order/Shipment meets a condition and has not reached a milestone within n calendar hours of a date type, then raise a monitor event.
   Conditionally Milestone has not reached after another Milestone	If Order/Shipment meets a condition and has not reached a milestone within n calendar hours of a milestone, then raise a monitor event.
   Conditionally Milestone has reached before a date	If Order/Shipment meets a condition and has reached a milestone n calendar hours before a date type, then raise a monitor event.
   Conditionally Milestone has reached after a date	If Order/Shipment meets a condition and has reached a milestone within n calendar hours of a date type, then raise a monitor event.
   Conditionally Milestone has reached after another Milestone	If Order/Shipment meets a condition and has reached a milestone within n calendar hours of a milestone, then raise a monitor event.
   Conditionally has been in a status	If Order/Shipment meets a condition and has been in a status for n calendar hours, then raise a monitor event.
   Conditionally before a date	If Order/Shipment meets a condition, raise a monitor event n (or more) calendar hours before a date type.
   Conditionally after a date	If Order/Shipment meets a condition, raise a monitor event n calendar hours after a date type.
   Conditionally after a Milestone	If Order/Shipment meets a condition, raise a monitor event n calendar hours after a milestone.
   Conditionally date before another date	If Order/Shipment meets a condition and if a date type is more than n calendar hours before a date type, then raise a monitor event.
   Conditionally date after another date	If Order/Shipment meets a condition and if a date type is more than n calendar hours after a date type, then raise a monitor event.
   Conditionally date within a specified time after another date	If Order/Shipment meets a condition and if a date type is within n calendar hours after a date type, then raise a monitor event.
   Conditionally date not within a specified time after another date	If Order/Shipment meets a condition and if a date type is not within n calendar hours after a date type, then raise a monitor event.
   Has been in Hold Type	If Order/Shipment has been in a specified Hold Type with a specified Hold Type Status for n calendar hours, then raise a monitor event.
   Conditionally has been in Hold Type	If Order/Shipment meets a condition and has been in a specified Hold Type with a specified Hold Type Status for n calendar hours, then raise a monitor event.
   Has been in Hold Type before a date	If Order/Shipment is in a specified Hold Type with a Hold Type Status with n calendar hours before a date, then raise a monitor event.
   Conditionally has been in Hold Type before a date	If Order/Shipment meets a condition and is in a specified Hold Type with a Hold Type Status with n calendar hours before a date, then raise a monitor event.

   Note: Hold-based monitoring rules can monitor holds that belong to the organization owning the pipeline.