Configure activity rules
Use app, website, and activity context carefully when a workflow needs review.
Updated for the current Worklix workflow
Define the operating question
Use app, website, and activity context carefully when a workflow needs review.
Write the purpose before the rule
State the business reason, affected roles, review owner, employee notice, and expected action before configuring a technical rule.
- Confirm the responsible owner.
- Use the minimum visibility needed.
- Check related records before acting.
- Document corrections and decisions.
Use the narrowest useful signal
Choose only the activity, schedule, project, or attendance context required to identify the exception. Avoid collecting unrelated data.
Review before acting
Treat a rule match as a prompt for review. Check surrounding records and legitimate exceptions before making a management decision.
Document the outcome
Record whether the event was corrected, approved, escalated, or closed so repeated reviews remain consistent.
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