Disciplines

A Discipline is a business rule intended to reduce financial risk. For example, Chase has a Production Right that restricts certain Users from ordering above what has been estimated on a CE. Although it is simpler to use Production Rights, they do not allow exceptions. A discipline can be created to allow users to request an override (ie. approval of an exception to the rule) for transactions they don't typically have rights to perform.

Disciplines are similar to Workflows, however Workflows do not allow overrides.

Contents Setting up and Using Disciplines Approving or Declining an Override Disciplines and Overrides Business Rules Discipline Examples

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Field Help


Description	a short description of the Discipline
Applies To	indicates which Chase form (Job or Document) the discipline applies to.
Requires Override	if checked, the user triggering the discipline may request an exception to the discipline to be allowed.
Requires Attachment	If checked, an override request to the discipline must be accompanied by supporting documentation in the form of an attachment. Only enabled when Requires Override is checked.
Is Active	indicates that the discipline is active and can be triggered.

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Disciplines

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