EXPERIENCE 2023: Exploring Encompass Business Rules

Are you an Encompass administrator new to using business rules or need a refresher? This course will focus on the built-in functionality available with business rules used for workflow automation, including Field Triggers, Field Data Entry, Milestone Completion, and Persona Access to Fields. You will explore the best practices for creating and maintaining business rules. Learn to create, deploy, and test business rules following best practices with hands-on activities.


  1. Construct business rules with a systematic process
  2. Differentiate field trigger use vs. field calculations and Dynamic Data Management (DDM) rules
  3. Troubleshoot business rule challenges
  4. Assess business rules best practice
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