Shortcut rules Completing the New or Save As form
About  New  Shortcut  History

Create a Shortcut rule by selecting Shortcut from the Report category.

Note that you cannot create a shortcut until you have created or added reports to the application, and made them available in the Report Browser that appears in the Manager portal. To add reports to the Report Browser, you need at least one personal category. To share shortcuts, you need to have at least one shared category in which to place the shortcuts.

A Shortcut rule has four key parts:

Field	Description
Shortcut Name	Enter a name for the shortcut. Using a brief but distinctive name is helpful, as a manager using the portal may see similarly-named shortcuts provided by a number of developers and other managers.
Owner Type	Select an option: Standard. The shortcut appears in one of the available standard categories. Shared. The shortcut appears in one of the available shared categories. Personal. The shortcut appears in one of the available personal categories.
Owner	Options for this field depend on the shortcut's Owner Type: Standard: Owner Name defaults to ALL. Shared or Personal: Choose from the list of Operator IDs with access to the shortcut's RuleSet.
Category Name	Select a category for this shortcut from the categories available for the shortcut's Owner.

Click Create to create the shortcut. Complete the fields on the Shortcut tab and save the rule.

For general information about the New form, see Completing the new rule dialog box. For general information on the Save As form, see How .

Rule resolution

When searching for a Shortcut rule, the system:

• Filters candidate rules based on a requestor's RuleSet list of RuleSets and versions

Time-qualified resolution features are not available for Shortcut rules.

About Shortcut rules