Locking rule books

Rule books can be locked to prevent modifications. The locked rule books cannot be modified or enabled/disabled.

Multiple rule books can be locked simultaneously.

  1. Select Design > Business Controls > Rule Books on the navigation bar.
  2. Select the check box corresponding to the rule book to lock.
  3. Click Lock to lock the rule book.
    These actions can be performed on the rule books based on the user roles assigned:
    ACTION ON THE LOCKED RULE BOOK RULE BOOK OWNER / ADMINISTRATOR OWNER USER
    Enable the rule book Not allowed Not allowed Not allowed
    Disable the rule book Not allowed Not allowed Not allowed
    Delete the rule book Not allowed Not allowed Not allowed
    Duplicate the rule book Not allowed Not allowed Not allowed
    Unlock the rule book Allowed Allowed Not allowed
    Add a Rule Book Owner Not allowed Not allowed Not allowed
    Delete the Rule Book Owner Not allowed Not allowed Not allowed
    Modify the rule book details Not allowed Not allowed Not allowed
    Add a rule Owner Not allowed Not allowed Not allowed
    Delete a rule Owner Not allowed Not allowed Not allowed
    Modify rule details Not allowed Not allowed Not allowed
    Copy rules from rule book Allowed Allowed Allowed
    Copy rules to the rule book Not allowed Not allowed Not allowed
    Move rules from the rule book Not allowed Not allowed Not allowed
    Move rules to another rule book Not allowed Not allowed Not allowed
    Search for a rule in the locked rule book Allowed Allowed Allowed
    Analysis using the locked rule book Allowed Allowed Allowed
    Edit compensating controls or exclusions on a locked rule book for mitigation Allowed Allowed Allowed
    Export the rule book Allowed Allowed Allowed