Manage Rule
User Guide — Defining and Maintaining Your Data Quality Rules
| Last updated: September 2026
Contents
- Overview
- Finding Your Way Around
- The Rule Tab
- Creating a Rule
- Editing a Rule and Building Its Conditions
- Deleting a Rule
- The Threshold Tab
- Quick Reference
1. Overview
Manage Rule is where you set up and look after the data-quality rules that check your data. A rule is a single, defined check — for example, "this field must always be filled in" or "this value must fall within an expected range." Together, your rules are what the Quality module uses to measure how clean your data is and to raise issues when something doesn't meet the requirement.
From this screen you can see every rule at a glance, create new ones, adjust them, and set the thresholds that decide how strict each check should be.
What you can do here
- Browse and search all your data-quality rules.
- Create a new rule and describe what it should check.
- Edit a rule and build the exact condition it tests for.
- Delete rules you no longer need.
- Set thresholds — the pass levels a rule must meet.
WHERE TO FIND IT — Open Quality → Manage Rule. The screen's heading reads "Rule Management."
2. Finding Your Way Around
The screen has two tabs across the top, plus a third screen you reach by opening a rule:
- Rule — the full list of rules, where you create, edit, and delete them.
- Threshold — the pass levels attached to your rules.
- Rule Condition — opens when you edit a rule. This is where you build the actual check the rule performs. (It isn't a tab; it appears when you open a rule and its heading reads "Rule Condition.")
Each area is covered below.
3. The Rule Tab
The Rule tab lists all of your data-quality rules in a table. A search bar sits at the top so you can narrow the list, and a plus (+) button in the bottom-right corner lets you add a new rule.
Each row is one rule. The columns are:
| Column | What it shows |
|---|---|
| Rule Name | The name of the rule. |
| Type | The kind of rule this is. |
| Description | A short explanation of what the rule checks. |
| System Managed | Ticked when the rule is created and maintained by the system. These rules are read-only — see the note below. |
| Catalog Name | The dataset (table) the rule runs against. |
| Dictionary | The data element (business attribute) the rule checks. |
| Dimension | The quality dimension the rule belongs to — Completeness, Validity, Accuracy, and so on. |
| Priority | How important this rule is. |
| Status | The rule's current state — for example whether it is a draft or active and running. |
| Updated By / Updated Date | Who last changed the rule, and when. |
Searching. Use the search bar at the top to find rules, then clear it to return to the full list.
Editing in place. For rules you own, you can change many values directly in the table — click a cell, choose or type a new value, and it saves on its own. To change the check itself (not just these details), open the rule — see Editing a Rule and Building Its Conditions.
SYSTEM-MANAGED RULES ARE READ-ONLY — When System Managed is ticked, the rule is looked after by the platform. You can open it to view its details, but you can't rename, change, or delete it.
4. Creating a Rule
Select the plus (+) button in the bottom-right of the Rule tab to open the Create Rule dialog. Fill in the fields, then choose Save & Close.
| Field | What to enter |
|---|---|
| Table Name | The dataset (table) the rule should run against. |
| Output Column Name | The data element (dictionary term) the rule checks. |
| Rule Name | A clear, recognisable name for the rule. |
| Rule Type | The kind of rule you're creating. |
| Description | A short explanation of what the rule is for. |
| Status | The rule's starting state (new rules begin as a draft). |
| Priority | How important this rule is. |
| Dimension | The quality dimension it belongs to (Completeness, Validity, and so on). |
| Type | The rule's type/layer classification. |
All of these are required. Once saved, the rule appears in the list, and you can then open it to define the exact check it performs.
NAME IT SO OTHERS UNDERSTAND IT — The Rule Name and Description are what everyone else sees on the Scorecard and in issues. A clear name like "Customer email must be present" saves a lot of guesswork later.
5. Editing a Rule and Building Its Conditions
To change what a rule actually checks, open it using the edit icon in the Action column. This opens the Rule Condition screen.
At the top, the screen shows the rule's key details — Rule Name, Business Attribute, Dimension, Priority, and Status — so you always know which rule you're working on.
Below that is where you define the check itself: the condition that decides whether a record passes or fails. You build this as a WHERE condition — a statement that describes the records the rule is looking for. A builder helps you assemble it by combining:
- Columns from your data,
- Operators (such as equals, greater than, or BETWEEN a range),
- and functions grouped into categories — String, DateTime, Math, Conversion, and Logical — for handling text, dates, numbers, conversions, and combined logic.
As you build the condition, the screen shows the resulting query, so you can confirm it reads the way you intend. You can add more than one condition row, and remove any you don't need, using the add and delete icons.
YOU'RE DESCRIBING WHAT "GOOD" LOOKS LIKE — The condition defines the records that meet the requirement. You don't need to write anything from scratch — pick the column, the operator, and a value (or a function), and the builder assembles the check for you.
6. Deleting a Rule
To remove a rule you no longer need, use the delete icon in the Action column and confirm when asked.
A couple of safeguards apply:
- You can't delete a rule that is Active (currently running). Change its status first if you really need to remove it.
- You can't delete a system-managed rule at all — the delete option isn't offered for those.
DELETING IS PERMANENT — Removing a rule takes it out of your quality checks and scorecards going forward. If you only want to pause a rule, changing its status is usually the safer choice.
7. The Threshold Tab
A threshold sets how strict a rule is — the pass level the data must reach before the rule is considered met. For example, a threshold might say that a certain percentage of records must pass before the check counts as satisfied.
The Threshold tab lists your thresholds in a table. Use the plus (+) button to add one (the Add Threshold dialog), edit values directly in the table, and use the delete icon to remove one.
| Column | What it shows |
|---|---|
| Business Attribute | The data element the threshold applies to. |
| Dimension | The quality dimension it relates to. |
| Rule Name | The rule this threshold is attached to. |
| Effective Date | The date from which the threshold applies. |
| Expiry Date | The date after which it no longer applies. |
| Percent Count | The count-based part of the pass level. |
| AndOR | How two conditions are combined — both must hold (And) or either one (Or). |
| Percent Value | The value-based part of the pass level. |
| Updated By / Updated Date | Who last changed the threshold, and when. |
EFFECTIVE AND EXPIRY DATES CONTROL WHEN IT APPLIES — A threshold only counts between its effective and expiry dates. New thresholds start with a very early effective date and a far-future expiry date, so they apply straight away unless you narrow the window.
8. Quick Reference
A fast lookup for the most common actions.
| I want to… | Do this |
|---|---|
| See all my data-quality rules | Open Quality → Manage Rule (Rule tab) |
| Find a particular rule | Use the search bar at the top of the Rule tab |
| Add a new rule | Select the + button, fill in the dialog, Save & Close |
| Change a rule's name, priority, or status | Edit the value directly in the table |
| Define what a rule actually checks | Open the rule (edit icon) → build the condition on the Rule Condition screen |
| Remove a rule | Use the delete icon (not available for Active or system-managed rules) |
| Set how strict a rule is | Open the Threshold tab and add or edit a threshold |
Source: OnCoor Quality module product documentation, written for end users. For the latest screens and options, always refer to the in-app interface.