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Best practices for delegating a rule or data type

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To successfully delegate a rule or data type to less-technical business users, you should follow certain best practices.

When you delegate rules or data types, you should:

  • Choose titles and descriptions that are meaningful in a business context.
  • Isolate delegated rules in a separate, unlocked ruleset that does not require checkins or checkouts. This insulates the rest of your application, which typically resides in locked rulesets, from frequent changes made by managers to other delegates.
  • Provide appropriate training and documentation to line managers.
  • If you delegate a rule or data type and then rename the class, you must re-delegate the class.
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