This article describes how you can add tasks to rulesets in Ruleset Manager. You can add two types of tasks, Generic tasks and User Input tasks. The tasks appear on a To-Do List, which opens automatically if you open a ruleset which includes tasks. You're prompted to complete the tasks before proceeding to checking. Some task are added automatically on the list - for example, a Classification task is added automatically, if a rule included in the ruleset is associated with a classification.
This article covers the following topics:
Related articles:
Important
Before creating a task, ensure your resources and rulesets are finalized with all the associations to disciplines, classifications or specific data templates.
Tip
If you want to set tasks related to a specific subset or classification, the task can be set there when creating the sub ruleset. You can create the final compilation of subsets when you are ready with configuring rule parameters and finalize the list of To-Do tasks.
A Generic task is a general notification or reminder to execute a task like before checking. On the To-Do List, Generic tasks are listed under Other Tasks:
To add a Generic task:
-
In the Workspace view, select the ruleset.
-
To add a new task, click
in the Parameters view:
-
Select Add Generic Task:
-
Insert a name and a description for the task:
Tip
You can add a hyperlink (
) to the description (for example to a building code or regulations).
-
Associating a Rule (optional): If you wish, you can associate the task to a specific rule to, for example. guide the user to validate that the correct information is used before proceeding to checking. To do this, click Associate Rule. Select the rule and click OK:
-
To add the task, click OK:
-
The task is now added in the list of tasks in the Parameters view:
Tip
When you open the task from the To-Do List and click Show Parameters, the parameters of the associated rule will open. When you've completed the task, you can mark the task as complete.
A User Input task is a task where the user is required to select a value from a list. The User Input task can be used as a parameter in a rule. The task needs to be created first, before it can be configured to be used in the rule parameters.
On the To-Do list, User Input tasks are listed under Enumeration User Input Tasks:
The User Input task in commonly used as a gatekeeper rule, when the selected value launches specific rule or ruleset to be checked.
To add a User Input task:
-
In the Workspace view of Ruleset Manager, select the top-level ruleset.
-
To add a new task, click
-
Select Add User Input Task:
-
Insert a name and a description for the task:
-
Insert a Property Name. The property can be any value from the IFC content. Typically, it's a building type, a construction or design phase, an area or a block of the larger or construction development. The name will be listed in the selection of User Input options in the Property column of the Requirements.
-
Add value options to the Options table. To add a new row, click
.
-
Click OK.
-
To add the task, click OK:
-
The task is now added in the list of tasks in the Parameters view:
Tip
When you open a User Input task in the To-Do List, you're asked to select a value from the list: