Create a rule using the Rule Builder

Rules let you automate actions based on Scorecard activity, such as score changes or new high-severity issues. In this article, you’ll learn how to create a rule using recommended rules from a Scorecard or by creating a rule manually in the Rule Builder.

For information on how to schedule a recurring report, see this article.

Use recommended rules 

Recommended rules are generated based on the context of the Scorecard you’re viewing, such as recent score changes, issue severity, or risk tier movement. These rules are preconfigured with relevant fields, which you can edit before saving.

1. While viewing a Scorecard, select Recommended Rules.
2. The New Automation panel opens, showing a list of suggested rules based on the current Scorecard.
   
3. Select a recommendation to open a pre-filled rule template.
4. Review the rule details and make any needed changes.
5. Select Save to create the rule.

Create a rule manually

Use this option when you want full control over the rule logic or when recommendations do not cover your use case. This procedure covers rules that run when an event occurs, such as a Scorecard change or a new high-severity issue.

1. Go to Automation > Rule Builder and select Create Rule.
2. Select Events to trigger the rule when a specific event occurs (for example, a new issue is detected, a score change).
3. Use a descriptive name that explains what the rule does. For example, "Notify me when critical issues appear" instead of "Issue alert".
4. Choose the scorecard(s) this rule should monitor. You can create rules for:
   • Your organization's scorecard
   • A single scorecard
   • A custom scorecard
5. Select the event that must happen for the rule to run. Examples include:
   • Score drops below a minimum threshold
   • New Observation with severity High or Critical appears
   • Vendor moves into a different risk tier
6. Define the action that should occur after an event.
7. Review your changes and Save your rule.

You’ll receive a notification each time the event occurs and the rule runs. 

Understand Scorecard events

Events tell your rule when to run. They fall into a few core categories: new issues, score changes, or specific shifts in risk indicators. You’ll choose one of these events to trigger your rule.

New issue detection

Use when you want to know as soon as something new appears.

Score changes - overall Scorecard

Use these when you want to track overall risk movement across any Scorecard, whether that be your own, a vendor’s, or a portfolio you monitor.

Score changes - Specific factor

Use when you care about what changed inside the Scorecard, not just that it changed.

Understand rule actions

Learn how actions work so that you can create the best response to an event.