Rules Screen Organization
The following information defines how to access the Rules screen and provides a general organizational overview of the screen components.
Accessing the Rules Screen
1. Log in to Synergy through the Resolute Login Portal using the credentials you established during account setup or by clicking the [Sign in with Google] button. You will be taken to the Home screen, which lists all your created customers.
2. On the Home screen, click the [Configuration] button associated with the customer or building for which you want to apply rules. You will be taken to the Site Editor screen.
3. Click the "Rules" icon in the side navigation menu. You will be taken to the Rules screen.
Understanding the Rules Screen Layout
Synergy’s Rules Application Functionality is segmented into four primary components. These components include the Disabled screen, the Enabled screen, the Prospects screen, and the Generate Candidates screen. The following information provides an overview of the various elements included on each screen.
| Legend | Screen Element | Description |
|---|---|---|
| A | Navigation Tabs | Provides access to the different Rules screens |
| B | Help Center | Directs you to the Resolute Help Center |
| C | Table Filters | Filters selection of Rules Shown |
| D | Clear Filter Button | Action button used to clear filter selections |
| E | Apply Filter Button | Action button used to apply filters |
The following illustration shows the screen location of each of the elements listed in the preceding table.
Disabled Rules Screen Layout
| Legend | Screen Element | Description |
|---|---|---|
| A | Asset Column | Displays Assets |
| B | Asset Type Column | Displays Asset Types |
| C | Asset Path Column | Displays Asset Paths |
| D | Rule Column | Displays available Rule Candidates |
| E | Enable Selected Button | Action button used to Enable Selected Rules |
| F | Enable All Button | Action button used to Enable All Rules shown |
The following illustration shows the screen location of each of the elements listed in the preceding table.
Enabled Rules Screen Layout
| Legend | Screen Element | Description |
|---|---|---|
| A | Asset Column | Displays Assets |
| B | Asset Type Column | Displays Asset Types |
| C | Asset Path Column | Displays Asset Paths |
| D | Rule Column | Displays available Rule Candidates |
| E | Disable Button | Action button used to Disable Selected Rules |
The following illustration shows the screen location of each of the elements listed in the preceding table.
Prospects Screen Layout
| Legend | Screen Element | Description |
|---|---|---|
| A | Asset Column | Displays Assets |
| B | Asset Type Column | Displays Asset Types |
| C | Asset Path Column | Displays Asset Paths |
| D | Rule Column | Displays available Rule Candidates |
| E | View Button | Action button used to display error messages for possible Rule Candidates |
The following illustration shows the screen location of each of the elements listed in the preceding table.
Generate Candidates Rules Screen Layout
| Legend | Screen Element | Description |
|---|---|---|
| A | Building Column | Displays the Customer's buildings |
| B | Generate Candidates Column | Displays quantity of Generated Candidates |
| C | Generate Candidates Button | Action button used to Generate Candidates for selected building(s) |
The following illustration shows the screen location of each of the elements listed in the preceding table.
