Examples of Event Speaker Rules

This topic contains detailed examples for each type of Event Speaker Rule.

Per Speaker Engagement Limit Rule

The admin wants to warn event organizers if an invited speaker of a Speaker Program in the US has already been a confirmed speaker more than three times in a rolling 90 day period.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a record type of EM_Per_Speaker_Engagement_Limit_Rule_vod.

3. Populate the following fields:

   Field	Value
   Rule Name	Speaker Program Ninety Day Limit
   Run_On_Event_Action_vod	Submit_for_Approval_vod
   Speaker_Status_vod	Planning_vod:Confirmed_vod;;Approved_vod:Confirmed_vod;;Closed_vod:Confirmed_vod
   Date_Threshold_Type_vod	Rolling_vod
   Rolling_Period_vod	90
   Warning_Type_vod	Hard Warning
   Warning_Text_vod	EM_RULE_PER_SPEAKER_ENGAGEMENT (Populated automatically)

   The admin leaves the Per_Event_Topic_vod check box unselected to apply the restriction regardless of event topic.

4. Select Save.

After creating the Event Business Rule, the admin associates the rule to the appropriate Event Type and Country:

1. Navigate to the Speaker Program Ninety Day Limit record.
2. Navigate to the Event Business Rule Configurations related list.
3. Select New.

4. Create an Event Business Rule Configuration record with the following values:

   Field	Value
   Event_Business_Rule_vod	Speaker Program Ninety Day Limit (Populated automatically)
   Event_Type_vod	Speaker_Program_vod
   Country_vod	United States
   Rule_Start_Date_vod	January 1, 2020
   Rule_End_Date_vod	December 31, 2050
   Limit_Quantity_vod	3

5. Select Save.

Sarah Jones plans a Speaker Program in the US and adds Dr. Clinton Ackerman as a speaker. However, Dr. Ackerman has already been a confirmed speaker three times in the last 90 days, so when Sarah selects Submit for Approval, the following hard warning displays:

Clinton Ackerman has been added as a speaker at 3 United States Speaker Program events. Speakers cannot speak at more than 3 events.

Sarah is prevented from submitting her event for approval, so she removes Dr. Ackerman as a speaker and selects another speaker before submitting the event again.

Cross-Event Per Speaker Engagement Limit Rule

The admin wants to warn event organizers if an invited speaker in the US has already been a confirmed speaker at more than ten Speaker Programs, Congresses, or Lunch and Learns during the year.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a record type of EM_Cross_Event_Per_Speaker_Engagement_Limit_Rule_vod.

3. Populate the following fields:

   Field	Value
   Rule Name	US Speaker Annual Limit
   Run_On_Event_Action_vod	Submit_for_Approval_vod
   Speaker_Status_vod	Planning_vod:Confirmed_vod;;Approved_vod:Confirmed_vod;;Closed_vod:Confirmed_vod
   Date_Threshold_Type_vod	Calendar_Year_vod
   Limit_Quantity_vod	10
   Warning_Type_vod	Soft Warning
   Warning_Text_vod	EM_RULE_CROSSEVENT_PER_SPEAKER_ENGAGEMENT (Populated automatically)
   Comment_Required_vod	Required

   The admin leaves the Per_Event_Topic_vod check box unselected to apply the restriction regardless of event topic.

4. Select Save.

After creating the Event Business Rule, the admin associates the rule to the appropriate Event Type and Country:

1. Navigate to the US Speaker Annual Limit record.
2. Navigate to the Event Business Rule Configurations related list.
3. Select New.

4. Create three new Event Business Rule Configuration records with the following values:

   Field	Record 1	Record 2	Record 3
   Event_Business_Rule_vod	US Speaker Annual Limit (Populated automatically)
   Event_Type_vod	Speaker_Program_vod	Congress_vod	Lunch_and_Learn_vod
   Country_vod	United States
   Rule_Start_Date_vod	January 1, 2020
   Rule_End_Date_vod	December 31, 2050

5. Select Save.

Sarah Jones plans a Speaker Program in the US and adds Dr. Bob Adams as a speaker. However, Dr. Adams has already been a confirmed speaker at four Congresses, four Lunch and Learns, and three other Speaker Programs during the year. When Sarah selects Submit for Approval, the following warning displays:

Bob Adams has been added as a speaker at 11 events. Speakers cannot speak at more than 10 events.

Sarah enters her reasoning for keeping Bob Adams as the speaker, then selects Continue and continues planning her event.

Speaker Attendance By Expense Cap Rule

The admin wants to warn event organizers if the expenses for a speaker at a Congress in the US exceeds 10% of their associated expense cap.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a record type of EM_Speaker_Attendance_Expense_Cap_Rule_vod.

3. Populate the following fields:

   Field	Value
   Rule Name	US Congress Expense Threshold
   Run_On_Event_Action_vod	Submit_vod
   Percent_Threshold_vod	10
   Warning_Type_vod	Soft Warning
   Warning_Text_vod	EM_RULE_SPEAKER_ATTENDANCE_EXPENSE_CAP (Populated automatically)
   Comment_Required_vod	Required

4. Select Save.

After creating the Event Business Rule, the admin associates the rule to the appropriate Event Type and Country:

1. Navigate to the US Congress Expense Threshold record.
2. Navigate to the Event Business Rule Configurations related list.
3. Select New.

4. Create a new Event Business Rule Configuration record with the following values:

   Field	Value
   Event_Business_Rule_vod	US Congress Expense Threshold (Populated automatically)
   Event_Type_vod	Congress_vod
   Country_vod	United States
   Rule_Start_Date_vod	January 1, 2020
   Rule_End_Date_vod	December 31, 2050

5. Select Save.

Dr. Ackerman has an annual Speaker Expense Cap of $1000, of which $950 has already been committed. Sarah Jones attempts to add Dr. Ackerman to her new Congress. Since Dr. Ackerman has less than 10% of his annual expense cap remaining, Sarah receives the following warning when she submits her expenses:

Clinton Ackerman has exceeded their Speaker Expense Cap and cannot be added to this event.

Sarah enters her reasoning for Dr. Ackerman’s expenses exceeding his cap, then selects Continue and continues planning her event.

Per Event Speaker Ratio Rule

The admin wants to enforce a speaker-to-attendees ratio of 3 attendees per invited speaker for Congresses both in the US and Canada.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a record type of EM_Per_Event_Speaker_Ratio_Rule_vod.

3. Populate the following fields:

   Field	Value
   Rule Name	US-Canada Speaker Ratio Rule
   Run_On_Event_Action_vod	Submit_for_Approval_vod
   Speaker_Status_vod	Invited_vod
   Attendee_Account_Type_vod	Account_vod
   Warning_Type_vod	Hard Warning
   Warning_Text_vod	EM_RULE_PER_EVENT_SPEAKER_RATIO (Populated automatically)

   The admin leaves the Attendee_Status_vod field empty to apply the rule to all attendees, regardless of status.

4. Select Save.

After creating the Event Business Rule, the admin associates the rule to the appropriate Event Type and Countries:

1. Navigate to the US-Canada Speaker Ratio Rule record.
2. Navigate to the Event Business Rule Configurations related list.
3. Select New.

4. Create two new Event Business Rule Configuration records with the following values:

   Field	Record 1	Record 2
   Event_Business_Rule_vod	US-Canada Speaker Ratio Rule (Populated automatically)
   Event_Type_vod	Congress_vod
   Country_vod	United States	Canada
   Limit_Quantity_vod	3
   Rule_Start_Date_vod	January 1, 2020
   Rule_End_Date_vod	December 31, 2050

5. Select Save.

Sarah Jones plans a Congress in the US that has four speakers and nine attendees. When Sarah submits her event for approval, the following warning displays:

A US Congress can have 3 attendee(s) per each speaker.

Sarah removes one speaker from her Congress before submitting her event for approval again.

Per Event Speaker Limit Rule

The admin wants to limit the number of speakers at any Congress to between four and six.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a record type of EM_Per_Event_Speaker_Limit_Rule_vod.

3. Populate the following fields:

   Field	Value
   Rule Name	Speaker Limit Rule
   Run_On_Event_Action_vod	Submit_for_Approval_vod
   Speaker_Status_vod	Invited_vod
   Global_Rule_vod	Selected
   Warning_Type_vod	Soft Warning
   Warning_Text_vod	EM_RULE_PER_EVENT_SPEAKER_LIMIT (Populated automatically)
   Comment_Required_vod	Optional

4. Select Save.

After creating the Event Business Rule, the admin associates the rule to the appropriate Event Type:

1. Navigate to the Speaker Limit Rule record.
2. Navigate to the Event Business Rule Configurations related list.
3. Select New.

4. Create a new Event Business Rule Configuration record with the following values:

   Field	Value
   Event_Business_Rule_vod	Speaker Limit Rule (Populated automatically)
   Event_Type_vod	Congress_vod
   Minimum_Quantity_vod	4
   Maximum_Quantity_vod	6
   Rule_Start_Date_vod	January 1, 2020
   Rule_End_Date_vod	December 31, 2050

5. Select Save.

Sarah Jones plans a Congress with seven speakers. When Sarah submits her event for approval, the following warning displays:

Congress must have between 4 and 6 speakers.

Sarah believes that the additional speaker is necessary, despite the rule, and enters her reasoning before selecting Continue and continuing to plan her event.

Per Event Speaker Expense Limit Rule

The admin wants to limit estimated expenses related to speaker lodging to between 200 and 300 USD at Speaker Programs and Congresses in the US.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a record type of EM_Per_Event_Speaker_Expense_Limit_Rule_vod.

3. Populate the following fields:

   Field	Value
   Rule Name	Speaker Lodging Rule
   Run_On_Event_Action_vod	Submit_for_Approval_vod
   Expense_Category_vod	Estimate
   Expense_Type_vod	Lodging
   Event_Status_vod	Draft_vod;;Pending_Approval_vod;;Requested_vod
   Warning_Type_vod	Soft Warning
   Warning_Text_vod	EM_RULE_PER_EVENT_SPEAKER_EXPENSE (Populated automatically)
   Comment_Required_vod	Required

4. Select Save.

After creating the Event Business Rule, the admin associates the rule to the appropriate Event Type:

1. Navigate to the Speaker Lodging Rule record.
2. Navigate to the Event Business Rule Configurations related list.
3. Select New.

4. Create two new Event Business Rule Configuration records with the following values:

   Field	Record 1	Record 2
   Event_Business_Rule_vod	Speaker Lodging Rule (Populated automatically)
   Country_vod	United States
   Event_Type_vod	Congress_vod	Speaker_Program_vod
   Minimum_Quantity_vod	200
   Maximum_Quantity_vod	300
   Rule_Start_Date_vod	January 1, 2020
   Rule_End_Date_vod	December 31, 2050

5. Select Save.

Sarah Jones plans a Speaker Program and estimates $320 of Lodging expenses attributable to the event’s only speaker. When Sarah submits her event for approval, the following warning displays:

Total Lodging Estimate per speaker for this event must be between 200 and 300. One or more speakers has violated this rule.

Sarah must enter justification for the additional expenses before she can select Continue and continue planning her event.

Speaker Attendance Qualification

The admin wants to restrict speakers who are qualified to speak at a Congress from being added as attendees to the event, regardless of country.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a record type of EM_Speaker_Attendance_Qualification_Rule_vod.

3. Populate the following fields:

   Field	Value
   Rule Name	Congress Qualification Rule
   Run_On_Event_Action_vod	Submit_for_Approval_vod
   Global_Rule_vod	Selected
   Warning_Type_vod	Hard Warning
   Warning_Text_vod	EM_RULE_SPEAKER_ATTENDANCE_QUALIFICATION (Populated automatically)
   Comment_Required_vod	Required

4. Select Save.

After creating the Event Business Rule, the admin associates the rule to the appropriate Event Type:

1. Navigate to the Congress Qualification Rule record.
2. Navigate to the Event Business Rule Configurations related list.
3. Select New.

4. Create a new Event Business Rule Configuration record with the following values:

   Field	Value
   Event_Business_Rule_vod	Congress Qualification Rule (Populated automatically)
   Event_Type_vod	Congress_vod
   Rule_Start_Date_vod	January 1, 2020
   Rule_End_Date_vod	December 31, 2050

5. Select Save.

Sarah Jones plans a Congress about Cholecap and adds Dr. Clinton Ackerman as an attendee. However, Dr. Ackerman has a valid speaker qualification for the topic Cholecap and therefore should not be eligible to attend the event as an attendee. When Sarah submits her event for approval, the following warning displays:

Clinton Ackerman is trained to speak at events for Cholecap. They cannot be added as an attendee.

Sarah must remove Dr. Ackerman as an attendee before she can submit her event for approval.

Speaker Attendance By Expense Cap Rule

The org is using product-specific speaker caps and the admin wants to warn event organizers if the expenses for a speaker at a Congress in the US exceeds 15% of their associated product-specific cap.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a record type of Speaker_Attendance_Product_Cap_Rule_vod.

3. Populate the following fields:

   Field	Value
   Rule Name	US Congress Product Threshold
   Run_On_Event_Action_vod	Submit_vod
   Percent_Threshold_vod	15
   Warning_Type_vod	Soft Warning
   Warning_Text_vod	EM_RULE_SPEAKER_ATTENDANCE_PRODUCT_CAP (Populated automatically)
   Comment_Required_vod	Required

4. Select Save.

After creating the Event Business Rule, the admin associates the rule to the appropriate Event Type and Country:

1. Navigate to the Event Business Rule Configurations related list of the US Congress Product Threshold record.
2. Select New.

3. Create a new Event Business Rule Configuration record with the following values:

   Field	Value
   Event_Business_Rule_vod	US Congress Product Threshold (Populated automatically)
   Event_Type_vod	Congress_vod
   Country_vod	United States
   Rule_Start_Date_vod	January 1, 2024
   Rule_End_Date_vod	December 31, 2050

4. Select Save.

An event organizer for a Congress attempts to add a speaker to the event. However, the speaker has a product-specific speaker cap for the subject of the event of $1000, of which, $900 has already been committed. Since the speaker has less than 15% of his annual product-specific cap remaining, a warning displays when the event organizer submits the event.

Since this is a Soft Warning-type rule with comments required, the event can still be submitted after the event organizer enters their reasoning and selects Continue.