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Create or Edit a Business Rule

Supplement Business Rules for existing NEMSIS guidelines with Business Rules created according to your departmental protocols and/or unique needs. 

To create or edit a business rule

Note: Required fields are marked with an asterisk (*).

  1. From any page, go to Administration: Business Rules. The Business Rules page opens. The image below reflects the page as seen by DOH Administrators. What you see may be slightly different if you are a Department Administrator.


  2. To create a rule, click Create Rule. The Create Rule page opens.


  3. Alternatively, to edit a rule, in the Rule Name column, click the name of the rule you want to edit.

  4. In the Rule Details section, click Edit Details.

  5. If a confirmation window opens, click Yes.

  6. Enter information in the fields.

  7. Click Save Details.

  8. If this rule should override an existing schematron rule, click Override Schematron.

  9. To add requirement groups as needed, in the IF section, click Add Requirement Group.

  10. Optionally, perform any of the following actions:

    • To clone a requirement group, click Clone.

    • To reorder the requirement groups, click Order Down.

    • To delete a requirement group that was added by accident or is no longer necessary, click Remove Group.

  11. To add an Else-If element, if applicable, click Add Else-If. Complete the associated fields in this new section as appropriate.

  12. Click Save.

When you have finished creating Business Rules, you can generate a schematron file so the rules are implemented during the file validation process. This action is necessary for state uploads only.

Business Rule Fields

Rule Name
A descriptive name for the rule.

Note: Rule names must be unique.

The level of the system this rule should be implemented for. Options include State or Department.

Note: You may only create rules at your own administrative level.

Input type
Select either Event or Demographic to describe which option applies to the rule you are defining.

Note: If you change the rule type while editing, you lose the existing rule data.

Software version
Select either a TripTix or NEMSIS version to which the rules apply. The options in this list are dependent on the data standards your state and/or department accepts. By default, the primary data standard for the state is selected.

Tip: You can select multiple versions for this field. Selecting multiple versions can be helpful for departments undergoing an active transition from one data standard to another.

Note: The software version selected directly affects the options available in the IF section. If more than one standard is selected, only fields mutual to both versions are available; the element must exist in both versions.

Include in Schematron
If this rule should be exported to the schematron file, select this check box. By default, this check box is selected.

IF/THEN Fields
Modify the IF/THEN fields to make correct IF/THEN statements for your rule.

  • Data Fields – Select a field option from the drop-down that represents the ePCR data field you want to represent in your rule.

  • Arithmetic Operators – Indicate whether the data fields should be added (Plus), subtracted (Minus), multiplied (Times), or divided (Divided By).

  • Boolean Operators – Indicate the relationship between the data fields, such as Equals, Not Equal, Greater Than, Less Than, and more.

  • Statement Severity – Select Error or Warning to indicate how the system should flag fields when they do not meet the above criteria.

  • Action – Indicate what should happen in the system when the IF/THEN statement is broken. Indicate the type of device the rule applies to, the data field, and a message to display on the screen.

Add Requirement Group
Click this link if you would like to add an OR/AND statement to the IF statement. If you change the logical operator from AND to OR, it changes it for all instances. For example, if you have:






and you change the logical operator between REQUIREMENT1 and REQUIREMENT2 to an OR statement, it will change for all requirements. It would look like this:






Add Else-If
If you would like to add an ELSE-IF statement after the IF/THEN statement, click this button.

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