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_Per_Event_Speaker_Expense_Limit_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.