Rulesets

Rulesets check received certificates automatically against your own acceptance requirements. Each certificate gets a separate result for each active ruleset: Pass, Fail or Not applicable.

Understand Rulesets, Rules and Conditions

A ruleset groups the checks you want to make on received certificates. For example, a ruleset named S355 acceptance checks could apply only to S355J2 and S355K2 steel and require a yield strength of at least 355 MPa. The steel grades are the condition. The minimum yield strength is the rule.

You create rulesets under Rulesets. A ruleset is saved as a draft until you activate it. Draft rulesets do not check certificates.

Rules

A rule is one requirement the certificate must meet, written as a sentence. For example:

• Yield strength must be at least 355 MPa.
• Chemical element C must be at most 0.20 %.
• Certificate type must contain 3.1.

For each rule, choose what to check, how to compare it (for example at least) and the required value. A certificate passes the ruleset only if it meets every rule.

Each rule also says what happens if the certificate does not report the value anywhere: the certificate fails, or the rule does not apply.

A certificate can contain several sets of test results. Rules that check test results, such as yield strength, are checked against each set. These rules have a second choice: what happens if one set of test results does not report the value. Both choices appear after the requirement.

Conditions

A condition limits which certificates a ruleset checks. Without conditions, a ruleset checks all received certificates. Conditions can use the steel grade, the certificate type or the batch identifier, for example:

• Steel grade is one of S355J2, S355K2.
• Certificate type contains 3.1.

Every condition must match before the rules are checked. With both conditions above, a certificate must name S355J2 or S355K2 and its certificate type must contain 3.1. Otherwise its result for this ruleset is Not applicable, not Fail. For example, a certificate for C45 steel is not checked against your S355 requirements.

TIP

Uppercase and lowercase letters count as different: S355J2 does not match s355j2. Use contains when the text only needs to include the value you enter.

Create a Ruleset

1. Go to Rulesets and click New ruleset
2. Enter a name
3. Optionally click Add condition, pick a field and complete the sentence
4. Click Add rule, pick a field, choose how to compare it and enter the required value
5. Choose what should happen if the certificate does not report the value
6. Click Save and activate to start checking certificates, or Save draft to finish later

The example below shows an active ruleset being edited. When you edit an active ruleset, click Save changes. If you change its rules or conditions, every received certificate is checked again.

View Results on the Dashboard

1. Open the Dashboard
2. Choose a ruleset in the Ruleset selector

The Verdict column shows each certificate’s result for the selected ruleset. Beside Fail, the number shows how many rules failed. Use the Verdict filter to show only certificates with a particular result.

Pending means the result is not ready yet. After you change a ruleset, certificates show Pending while they are checked again.

Click a certificate’s verdict to open the ruleset results. The dialog lists each rule with its outcome and, for failed rules, the value the certificate reports. If the ruleset has conditions, an Applies when section shows whether each condition was met.