BRS RuleTrack Visual Tour

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BRS RuleTrack An Automated Tool for Recording and
Organizing Your Business Rules A Visual Tour
Business Rule Solutions, LLC Web
site www.BRSolutions.com E-mail info_at_BRSolutions
.com Phone [phone] Fax [phone]
2
A Visual Tour of BRS RuleTrack Introduction

• What you are about to see
• This presentation presents a series of screen
  snaps to show you what types of information about
  rules BRS RuleTrack supports.
• All information about each rule is optional,
  except for the basic Rule Statement.
• To use RuleTrack effectively, your organization
  should decide which types of information you need
  to maintain.
• Tour tip Read the heading at the top of each
  slide for the area of support in RuleTrack that
  the screen snap illustrates.

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Overview What Does BRS RuleTrack Do For You?
Rule Details Record your business rules, and
specify their properties and links. Manage your
business terms interactively. Archive old
versions. Six Questions Define elements of the
business and systems context that can be linked
to your business rules. Maintain Types Manage
current valid values for type data, including
extensive predefined categories. Produce
Reports Trace your business rules based on
user-selected filtering criteria.
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Overview What Does BRS RuleTrack Do For You?
Record your business rules. Manage your business
terms interactively. Archive old version.
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Overview What Does BRS RuleTrack Do For You?
Find your business rules. Use different search
options. Use wildcards in your searches. Copy
the Rule statement.
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Overview What Does BRS RuleTrack Do For You?
Six Questions Organize your rules. Support
impact assessment. Specify where your rules are
enforced. Identify who is involved with your
rules. Track your rules over time. Know why
your rules exist.
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Defining Your Rule The Basics
Specify the rule. You may give a name and alias
for the rule. Select topic(s) the rule pertains
to.
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Defining Your Rule The Basics
Control the vocabulary used by the
rule. RuleTrack identifies predefined standard
terms in green text. If you approve the usage,
the term will appear in red text. These buttons
invoke the RuleTrack vocabulary tools. Copy the
Rule statement.
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Defining Your Rule The Basics
Define new terms dynamically,if desired. Enter
your definition while still specifying the rule.
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Defining More About Your Rule The Tabs
Specify milestones for the rule. Identify
specification date, activation date and
deactivation date, if any, for the rule. Specify
the current status of the rule. Use RuleTracks
calendar feature for dates.
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Defining More About Your Rule The Tabs
Categorize the rule. Select the categories that
apply to the rule. Use RuleTracks pre-defined
values, or define your own.
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Defining More About Your Rule The Tabs
Track how your rules relate to one
another. Relate rules to each other in many ways
(e.g., replaces, exception to, conflicts with,
subsumes, interpreted by, etc.)
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Defining More About Your Rule The Tabs
Evaluate the rule. Select the evaluations that
apply to the rule.
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Defining More About Your Rule Worksheet
The Rule Statement Worksheet allows you to
draft multiple Rule Statements and then commit
(create) those Rule Statements marked as
complete. Rule Statements that are not committed
will remain on the Worksheet. Copy, paste and
delete Worksheet Rule Statements.
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Defining the Business Context The What Question
Identify reference sources relevant to your
rules. Capture information about a reference
source.
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Defining the Business Context The What Question
Identify the business focus (e.g., product line,
customer type, service, etc.) of your
rules. Capture information about a business
focus.
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Defining the Business Context The How Question
Identify tasks that your rules guide or
control. Capture information about a
task. Sequence rules as they apply to a task.
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Defining the Business Context The How Question
Identify implementation components in your system
architecture that support your rules. Capture
information about an implementation component.
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Defining the Business Context The How Question
Identify design deliverables in your system
development activities that your rules pertain
to. Capture information about a design
deliverable. Sequence tasks as they apply to a
design deliverable.
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Defining the Business Context The Where
Question
Identify the jurisdictions where your rules are
enforced. Capture information about a
jurisdiction.
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Defining the Business Context The Who Question
Identify the people and organizations that play a
role with respect to your rules. Capture
information about each party.
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Defining the Business Context The When Question
Identify change efforts (projects, business
initiatives, change requests, etc.) that affect
your rules. Capture information about change
effort.
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Defining the Business Context The Why Question
Identify influences (e.g., problems, assumptions,
technologies, marketplace trends, etc.) that
shape your rules. Capture information about an
influence. Relate the influence to relevant
parties.
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Defining the Business Context The Why Question
Identify the purposes your rules serve (e.g., to
support objectives, to address risks,
etc.) Capture information about a
purpose. Relate the purpose to other aspects of
the business context.
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Connecting Your Rule to the Business Context
Sample
Relate your rules to the relevant aspects of the
business context. For example, relate a rule to
one or more design deliverables.
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Connecting Your Rule to the Business Context
Sample
Relate your rules to the relevant aspects of the
business context. For example, relate a rule to
one or more parties who play a role with respect
to the rule. Use pre-defined role types provided
by RuleTrack, or define your own.
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Additional RuleTrack Capabilities Maintain Types
Select Maintain Types to review or modify
standard RuleTrack codes. Select RuleTrack type
field. Review standard valid values for the type
field. Add a new valid value, or modify or
delete an existing valid value.
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Additional RuleTrack Capabilities Produce Reports
Select Produce Reports to generate RuleTrack
reports. RuleTrack provides several pre-defined
reports. Report filter criteria allows you to
easily control the contents.
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Additional RuleTrack Capabilities Preferences
Select Preferences to display or hide RuleTrack
menu items. For example, you may decide to hide
menu items for business rule aspects that are not
currently being addressed.
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A Visual Tour of BRS RuleTrack Summary
Business Rule Solutions, LLC Web
site www.BRSolutions.com E-mail myang_at_brsolution
s.com Phone [phone] Fax [phone]