[ Procedures ]

Editing Charging Rules #

Description #

To edit the charging rules which are applied to glider and power flight transactions.

Normally, changes to the rules are made when a new month is opened, as part of the month start processing but it is not uncommon to make retrospective changes to the rules once a month has started and daily transactions have been entered, though if this is done the state file for the month will have to be rebuilt.

This procedure description is written on the assumption that the reader is familiar with the general idea of the charging rules - read the Charging Rules section for enlightenment.

Conditions #

Write access. Month is open for start-of-month or daily transactions.

Operator Level #


Usage #

Printing a Charging Rules Report #

It is very helpful to have a printed copy of the charging rules when planning and making changes. Print this by choosing, in the main window menu, Report -> Gliding Charging Rules Report... or Power Charging Rules Report... as appropriate.

Opening the Rules Window #

Open the charging rules window for the appropriate rule set by choosing the main window menu item Manager -> Charging Rules -> Gliding or Power as appropriate. Only one of the charging rules can be loaded at a time so only one of these windows can be usefully opened.

Note that you can open the rule sets for viewing if you don't have Manager operator level, the month is not open for start-of-month transactions or is not open for write but you will not be able to update the rules. You will be able to make changes in the window but you can't save them so any changes you do make will be lost.

Navigating the Fields and Rules #

Choose the field and possibly rule to be operated on using the selection list on the left. The list of rules for each field can be opened and closed by choosing the + and - buttons to the left of the field's name.

When a rule is selected (as opposed to a field) then the details of the rule are displayed on the right. The title of the rule is shown at the top with the condition and consequence parts below. If you make changes to the controls on the right then the data is saved (a Rule Modification transaction is posted) when you choose Save or when you navigate away from the rule and answer Yes to the ensuing Rule has been changed, do you want to save the changes? message box. If you answer No the changes will be lost.

Creating a New Field #

To create a new field in the rule set select the existing field which the new field is to go after then choose New.... If you want to create a field at the beginning of the list select the first existing field, create the new field immediately after it, then move the new field up one position.

In the New Rule Set Element dialog box which appears, choose Field. This dialog box will be skipped when there are no existing fields as it would not be possible to create a rule anyway. This will cause the New Field dialog box to be displayed. Enter the name of the new field, as described under Names. The new field name must be different from that of any existing fields and choose OK.

Creating a New Rule #

If the rule is the first for its field, select the field. If there are existing rules for the field, select the rule which the new one is to be inserted after. If the new rule is to go before the others for its field, select the first existing then move the rule up once it has been created.

Choose New... then choose Rule in the new ensuing New Rule Set Element dialog box.

In the following New Rule Title dialog box enter the name of the rule. This should be different from the names of the other rules for the field, though it can be the same as that of rules for other fields (e.g., it is common for more than one field to have a rule titled Default to zero).

Editing a Rule #

Select the rule in the left hand side of the window then update its contents in the right side.

When you have finished updating the rule choose Save. If you navigate away from the rule you will also be prompted to save its contents. If you say No then the updates will be lost.

If you make changes to a rule (deliberately or accidentally) but decide that you do not want to save them then choose Restore. This will prompt you with Changes to displayed rule will be lost. If you choose OK the original contents of the rule will be displayed.

Reordering Rules #

In order to change the order of the rules within a field select a rule to be moved then choose Move Up or Move Down as required. This will post a transaction to move the rule within those for the field.

It is not possible to move a rule outside the range for its field. There is no way to move a rule to another field.

Reordering Fields #

In order to change the order of the fields within a rule set select a field to be moved then choose Move Up or Move Down as required. This will post a transaction to move the field within the rule set.

It is not possible to move a field outside the range for the rule set. There is no way to move fields between rule sets.

Changing Rule Titles #

Select the rule and choose Rename. Enter the new title of the rule in the ensuing Rule Rename dialog box. The new name must be different from that of any other rules for the field.

Renaming Fields #

Sorry, you can't rename fields.

Deleting Rules #

Select the rule to be deleted and choose Delete.

Deleting Fields #

Delete all of the rules for the field to be deleted. Select the field and choose Delete.

See Also #

Charging Rules
Month Start Processing