Events Management Event Business Rules Engine - PowerPoint Presentation

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Events Management

Event Business Rules Engine

Overview of Functionality

Event Business Rules Engine

Overview

The Event Business Rules Engine enables admins to build custom business rules to assist event organizers when planning an event

This helps to minimize planning mistakes and to ensure compliance. For example:

A travel rule can automatically calculate how much expense a speaker will receive when traveling by carA meal rule can create an estimate for all meals required for event attendeesReduces the time required to plan an event and also minimizes user error when creating estimates for these expenses

Estimate Creation Rules

Expense Estimate Creation Rules

Overview

Event organizers frequently incur expenses associated with an event and log estimates for those expenses when planning for the event

Several types of Expense Estimate Creation rules exist, each of which can be controlled by country and event type:

Expense Estimate Rules

Several types of Expense Estimate Creation rules exist, each of which can be controlled by country and event type:

Expense Estimate Creation Rules

Description

Expense Estimate Meal Rule

Allows admins to define expense estimates for meals. When run, these rules automatically create meal expense estimates based on the selected meal types and estimated attendance of the events.

Expense Estimate Speaker Travel Rule

Allows admins to define expense estimates for speaker travel. When run, these rules automatically create speaker travel expense estimates based on the selected speaker transportation method and estimated travel distance of the selected speakers.

Expense Estimate Speaker Lodging Rule

Allows admins to define expense estimates for speaker lodging. When run, these rules automatically create speaker lodging expense estimates based on the selected speaker lodging type and estimated lodging duration of the selected speakers.

Expense Estimate AV Equipment Rule

Allows admins to define expense estimates for AV Equipment rental. When run, these rules automatically create AV Equipment expense estimates based on the selected equipment types and estimated rental duration.

Expense Estimate Flat Fee Rule

Allows admins to define expense estimates for flat fee or miscellaneous items. When run, these rules automatically create flat fee expense estimates based on the selected option and estimated duration of use.

Example: Expense Estimate Creation Rule

Example:

Speaker Travel Estimates

An Events admin creates an event rule to automatically calculate an estimated cost to transport a speaker by car

Property

Entered Value

Record Type

Expense_Estimate_Speaker_Travel_Rule_vod

Rule_Name_vod

Estimate by Car

Expense_Type_vod

The corresponding EM_Expense_Type_vod record

Run_Rule_Event_Action_vod

A custom button created specifically for this rule: Estimate_Expenses__cSpeaker_Transportation_Method_vodCarMinimum_Travel_Distance_vod20Maximum_Travel_Distance_vod120Distance_Unit_Type_vodMiles

FieldEntered ValueEvent_Business_Rule_vodEstimate by CarEvent_Type_vodSpeaker_Program_vodCountry_vodUSRule_Start_Date_vodJanuary 1, 2020Rule_End_Date_vodDecember 31, 2025Cost_vod 350.00

1. Admin creates a rule

2. Admin assigns the rule to specific Event types

Result

:

u

sers can assign a ‘Car Expense’

for distances between

20 & 120 miles

with an estimated cost of

$350

Attendance Rules

Overview

Event Attendance Rules enable admins to set up interacting rules related to attendees being added to an event

By creating these rules, event organizers spend less time preparing for the logistics of the event while still maintaining compliance related to attendance

Attendance Rules

Example: Events Attendance Rules

Example:

Limit for Single Event type

The admin wants to restrict the number of Lunch and Learns about the same topic a Professional-type attendee can be invited to in a 90-day period

1. Admin creates a rule

2. Admin assigns the rule to specific Event types

Result

:

u

sers can

invite an HCP to maximum 3 Lunch and

Learn

within

a period of 90 days

Several types of Attendance rules exist, each of which can be controlled by country and event type:

Attendance Rules

Attendance Rules

Description

Per Attendee Attendance Limit Rules

Limits the number of events an attendee can be invited to within a defined time range per Event Type

Cross-Event Per Attendee Attendance Limit Rule

Limits the number of events an attendee can be invited to within a defined time range across all event types

Meal Opt-In Attendance Limit Rule

Limits whether an attendee can be added to an event in a defined time range based on the number of meals the attendee has opted-in for

Cross-Event Meal Opt-In Attendance Limit Rule

Limits the number of events an attendee can be added to across all event types in a defined time range based on the number of meals the attendee has opted-in for

Per Event Attendance Limit Rule

Limit the number of attendees that can be added to an event

Reporting

Overview

Administrators can create reports from the Event History Records to check how the Business Rules are being executed

Business Justification

This feature helps the companies to ensure the Events Business Rules defined are correctly applied and it helps to identify and correct possible exceptions

ConsiderationsEach time the Business Rule runs it creates a new record in EM_Event_History_vod object with Record Type EM_Business_Rule_History_vod

Configuration is about granting permissions to the Object, Record Type and Fields to the right users

Consider the creation of the corresponding Report Type and Reports as needed

Reporting on Events Business Rules

Considerations

Event Business Rules Engine

Considerations

Expense Estimates Rules are data-driven they can be executed on iPad as long the user is connected to the Internet

Attendee Rules are data-driven they can be executed online at this time

After the event rule is created, admins must associate the event rule with a new EM_Business_Rule_Configuration_vod record to determine which event type, country, and timespan to which the rule should applyRules can be configured to either warn event organizers of violations or prevent them from proceeding until violations are addressed

Event Business Rules

and

Event Rule Overrides

must be enabled

Configuration Highlights

Event Business Rules Engine

Configuration Highlights

Each event rule type has specific configuration, though all event rules share a common basic configuration

After the event rule is created, admins must associate the event rule with a new EM_Business_Rule_Configuration_vod record to determine which event type, country, and timespan to which the rule should apply

Rules can be configured to either warn event organizers of violations or prevent them from proceeding until violations are addressedEvent Business Rules

and

Event Rule Overrides

must be enabled

Field Level Security

Page Layout

Object Permission

Custom Settings

VF/Apex

VMOCsTab/DataXXX