Working in the Rule Templates tab

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Rule Templates in ACP allow users to define and store sets of Design rules which can be used across projects and studies. These can be organized into folders to manage different rule configurations based on project and study needs.

This guide provides a step-by-step process for working in the Rule Templates tab.

Create Rule Template Folders and Subfolders

The folder structure in the Rule Templates tab can have up to two levels: the first level is the Root Folder, and the second level is the Subfolder. You can create Rule Templates in either of these two.

Refer to the sections below for step-by-step procedures of creating a Root Folder and a Subfolder.

Create a new root folder for Rule Templates

Interface showing folder creation and rule templates for organizing design testing and medical data.

  1. Navigate to the Rule Templates tab in the left sidebar.  

  2. Select the Create Root Folder button at the top of the folder organization panel.

  3. Provide a Name for the new Root Folder.

    Interface for creating a new root folder with name input and action buttons.

  4. Select OK to confirm the creation of the root folder.

    • Or select Cancel to exit the root folder creation process.

Create a subfolder for Rule Templates  

You can create a subfolder in both the folder organization panel and the Rule Template table. Follow the steps below.

  1. Navigate to the Rule Templates tab in the left sidebar .  User interface showing folder management options for organizing educational resources.

  2. Hover your mouse cursor over an existing root folder.

  3. Select the   vertical ellipsis on the right edge of the folder name.

  4. Select Create Subfolder.

  5. Provide a name for the new subfolder.

    Dialog box for creating a new subfolder with name input and action buttons.

  6. Select OK to confirm the creation of the subfolder,

    • Or select Cancel to exit the subfolder creation process.

  1. Navigate to the Rule Templates tab in the left sidebar.User interface showing folder actions and rule templates in a medical context.

  2. Open the root folder for which to create a sub-folder.

  3. Hover your mouse cursor over the Folder Actions dropdown at the top.

  4. Select Create Subfolder.

  5. Provide a name for the new subfolder.

  6. Select OK to confirm the creation of the subfolder,

    • Or select Cancel to exit the subfolder creation process.

Manage Rule Template Root Folders & Subfolders

In the Rule Templates tab, both Root Folders and Subfolders can be duplicated, edited, or deleted using the steps described in the sections below. Subfolders, unlike Root Folders, can also be moved to a different Root Folder.

Duplicate an existing folder

You can duplicate a root folder in both the folder organization panel and the Rule Template table. Follow the steps below.

  1. Navigate to the Rule Templates tab in the left sidebar.

  2. Hover over the folder you want to duplicate.  Folder structure showing options to create, edit, and manage folders in a system.

  3. Select the vertical ellipsis which appears on the right edge of the folder name.

  4. Select Duplicate.

  5. Override the Name for the duplicated folder.

    • If you’re duplicating a Subfolder, select a Root Folder in the Copy to dropdown where the duplicate will be placed.
      Dialog box for duplicating a document with fields for name and destination.

  6. Select Copy to confirm the duplication of the root folder.

    • Or select Cancel to exit the folder duplication process.

  1. Navigate to the Rule Templates tab in the left sidebar .  Folder management interface showing Medical folder and actions for subfolders.

  2. Open the folder you want to duplicate.

  3. Hover your mouse cursor over the Folder Actions dropdown at the top.

  4. Select Duplicate.

  5. Override the Name for the duplicated folder.

    • If you’re duplicating a Subfolder, select a Root Folder in the Copy to dropdown where the duplicate will be placed.
      Dialog box for duplicating a document with fields for name and destination.

  6. Select Copy to confirm the duplication of the root folder.

    • Or select Cancel to exit the folder duplication process.

Edit an existing folder

You can edit a root folder in both the folder organization panel and the Rule Template table. Follow the steps below.

  1. Navigate to the Rule Templates tab in the left sidebar.  User interface displaying folder options for organizing medical rule templates.

  2. Hover over the folder you’d like to edit.

  3. Select the vertical ellipsis which appears on the right edge of the folder name.

  4. Select Edit Folder.

  5. Override the name for the Root Folder.

    Editing a folder named 'Medical' with options to cancel or confirm changes.

  6. Select   Edit to confirm the update of the root folder.

    • Or select Cancel to exit the folder update process.

  1. Navigate to the Rule Templates tab in the left sidebar.  Overview of rule templates with highlighted medical folder and create root folder option.

  2. Open the folder you want to edit.

  3. Click the Edit Folder button.

  4. Override the name for the Root Folder.

    Editing a folder named 'Medical' with options to cancel or confirm changes.

  5. Select Edit to confirm the update of the root folder.

    • Or select Cancel to exit the folder update process.

Delete an existing folder

You can delete a root folder in both the folder organization panel and the Rule Template table. Follow the steps below.

  1. Navigate to the Rule Templates tab in the left sidebar.

  2. Hover over the folder you want to duplicate.    Folder structure showing options to create, edit, or delete folders in a system.

  3. Select the vertical ellipsis which appears on the right edge of the folder name.

  4. Select Delete.

  5. Select   Delete Folder to confirm the deletion of the root folder.

    • Or select Cancel to exit the root folder deletion process.

    Confirmation dialog for deleting the 'Default - Pilot' folder and its contents.

  1. User interface showing folder actions and rule templates for organization management.Navigate to the Rule Templates tab in the left sidebar .  

  2. Open the folder you want to delete.

  3. Hover your mouse cursor over the Folder Actions dropdown at the top.

  4. Select Delete.

  5. Select Delete Folder to confirm the deletion of the root folder.  

    • Or select Cancel to exit the root folder deletion process.

    Confirmation dialog for deleting the 'Default - Pilot' folder and its contents.

Move a Subfolder to a different Root Folder

To move an existing Subfolder from one Root Folder to another, follow the steps below:

  1. Navigate to the Rule Templates tab in the left sidebar.  Folder management interface showing options for Hospitals & Clinics and related actions.

  2. Hover over the subfolder you’d like to move.

  3. Select the vertical ellipsis which appears on the right edge of the folder name.

  4. Select Move to.

  5. From the dropdown, select the root folder to which the subfolder should be moved.

    Dialog box for moving items with input field and action buttons displayed.

  6. Select   Edit to confirm the update of the root folder.

    • Or select Cancel to exit the subfolder update process.

  1. Navigate to the Rule Templates tab in the left sidebar .  

  2. Open the subfolder you want to move.

  3. Hover your mouse cursor over the Folder Actions dropdown at the top.

  4. Select Move to.

  5. From the dropdown, select the root folder to which the subfolder should be moved.

    Dialog box for moving items with input field and action buttons displayed.

  6. Select   Edit to confirm the update of the root folder.

    • Or select Cancel to exit the subfolder update process.

Create a Rule Template

To create a Rule Template, follow the steps below.

Interface displaying medical rule templates with options to create and manage folders.

  1. Navigate to the Rule Templates tab in the left sidebar.

  2. Navigate to and select the folder in which to store the new Rule Template.

  3. Click the Create Rule Template button.

  4. At the upper left corner of the Rule Template viewer, click the edit button to change the “New Rule Template” name.

Interface displaying rule templates with options to edit and save settings.

  1. Proceed with the steps outlined in the Add Design Rules to a Rule Template section to create design rules for the template.

  2. Select the Save Rule Template button to save the Design Rules as a Rule Template .

    • Or select Cancel to exit out of the Rule Template creation process.

Add Design Rules to a Rule Template

A newly created Rule Template will have a design rule for each design rule type by default. Each design rule type can have more than one design rule. You can create design rules by following the steps below:

  1. In an existing Rule Template, created using the steps above, click the Create Rule button corresponding to the design rule type for which you want to create a design rule.

  2. In the Create Rule window, enter the Name for the design rule.

  3. Click OK to create the design rule.

    1. Or select Cancel to exit the design rule creation process.

  4. When the design rule is created, it will be enabled by default and appear on the Design Rules table. Click it to open the design rule settings.

  5. Configure the settings for the design rule. The settings are different for the design rule types. Each one has one or more of the following field types:

    • Dropdown - Contains all possible values from which you can choose a value for the field.
      These have a down arrow on the right side of the field, and is used for the following:

      • All Design Rules: Select a Scope for which to apply the design rule.

      • Supports Design Rule: Select a Support spec which can be used for the study.

      • Clearance and Raceway Height design rules - Select the Systems for which to apply the design rule.

    • Textbox - Allows users to manually enter measurements for Clearance, Spacing, and Raceway Height design rules. Up and down arrows used to increase or decrease the measurement appear on the right side of the field when you hover your mouse cursor over the textbox.

    • Toggle switch - Enable or disable the Routing Through Walls and Routing Through Ceilings design rules.

Refer to the Setting Design Rules article for more detailed instructions on adding design rules.

  1. After configuring the settings, click the Save Rule Template button.

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