List, Sets and Rules

Overview

Common question: Why lists and sets? 

The easiest way to demonstrate this is with a filing cabinet

List = Document

List enables you to customize specific functionality/features, such as:  Policy, Custom Fields, and Policy Display for a specific group/groups

Set = File

Enables you specify which list or lists will be associated with each group.

Example Travel Policy:

Create policy for each group as needed

Create a policy set for each group and add the appropriate policy to the set 

Service Rules = Filing Cabinet

Groups = Drawer

Enables you to configure each rule to their specific requirements, by adding the appropriate sets for each travel service option.

They all work together to build a site specific to your client’s needs