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 an object type of em_per_speaker_engagement_limit_rule__v.

3. Populate the following fields:

   Field	Value
   name__v	Speaker Program Ninety Day Limit
   run_on_event_action__v	submit_for_approval__v
   speaker_status__v	requested__v:invited__v,accepted__v;;approved__v:invited__v,accepted__v;;closed__v:attended__v,signed__v;;
   date_threshold_type__v	rolling__v
   rolling_period__v	90
   warning_type__v	Hard Warning
   warning_text__v	EM_RULE_PER_SPEAKER_ENGAGEMENT;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)

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

4. Select Save.

After creating the Event Business Rule, associate 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__v	Speaker Program Ninety Day Limit (Populated automatically)
   event_type__v	speaker_program__v
   country__v	United States
   rule_start_date__v	January 1, 2020
   rule_end_date__v	December 31, 2050
   limit_quantity__v	3

5. Select Save.

An event organizer plans a Speaker Program in the US and adds Clinton Ackerman as a speaker. However, Clinton Ackerman has already been a speaker three times in the last 90 days, so when the event organizer 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.

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

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 object type of em_cross_event_per_speaker_engagement_limit_rule__v.

3. Populate the following fields:

   Field	Value
   name__v	US Speaker Annual Limit
   run_on_event_action__v	submit_for_approval__v
   speaker_status__v	requested__v:invited__v,accepted__v;;approved__v:invited__v,accepted__v;;closed__v:attended__v,signed__v;;
   date_threshold_type__v	calendar_year__v
   limit_quantity__v	10
   warning_type__v	Soft Warning
   warning_text__v	EM_RULE_CROSSEVENT_PER_SPEAKER_ENGAGEMENT (Populated automatically)
   comment_required__v	Required

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

4. Select Save.

After creating the Event Business Rule, associate 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__v	US Speaker Annual Limit (Populated automatically)	US Speaker Annual Limit (Populated automatically)	US Speaker Annual Limit (Populated automatically)
   event_type__v	speaker_program__v	congress__v	lunch_and_learn__v
   country__v	United States	United States	United States
   rule_start_date__v	January 1, 2020	January 1, 2020	January 1, 2020
   rule_end_date__v	December 31, 2050	December 31, 2050	December 31, 2050

5. Select Save.

An event organizer 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 the organizer 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.

The event organizer enters a reason for keeping Bob Adams as the speaker, then selects Continue and continues planning the event.

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 object type of em_speaker_attendance_expense_cap_rul__v.

3. Populate the following fields:

   Field	Value
   name__v	US Congress Expense Threshold
   run_on_event_action__v	submit__v
   percent_threshold__v	10
   warning_type__v	Soft Warning
   warning_text__v	EM_RULE_SPEAKER_ATTENDANCE_EXPENSE_CAP;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)
   comment_required__v	Required

4. Select Save.

After creating the Event Business Rule, associate 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__v	US Congress Expense Threshold (Populated automatically)
   event_type__v	congress__v
   country__v	United States
   rule_start_date__v	January 1, 2020
   rule_end_date__v	December 31, 2050

5. Select Save.

Dr. Ackerman has an annual Speaker Expense Cap of $1000, of which $950 has already been committed. An event organizer attempts to add Dr. Ackerman to a new Congress. Since Dr. Ackerman has less than 10% of his annual expense cap remaining, the following warning displays when the event's expenses are submitted:

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

The event organizer enters a reason for Dr. Ackerman’s expenses exceeding his cap, then selects Continue and continues planning the event.

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 an object type of em_per_event_speaker_ratio_rule__v.

3. Populate the following fields:

   Field	Value
   name__v	US-Canada Speaker Ratio Rule
   run_on_event_action__v	submit_for_approval__v
   speaker_status__v	invited__v
   attendee_account_type__v	account__v
   warning_type__v	Hard Warning
   warning_text__v	EM_RULE_PER_EVENT_SPEAKER_RATIO;;EVENT_BUSINESS_RULE_WARNING (Populated Automatically)

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

4. Select Save.

After creating the Event Business Rule, associate 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__v	US-Canada Speaker Ratio Rule (Populated automatically)	US-Canada Speaker Ratio Rule (Populated automatically)
   event_type__v	congress__v	congress__v
   country__v	United States	Canada
   limit_quantity__v	3	3
   rule_start_date__v	January 1, 2020	January 1, 2020
   rule_end_date__v	December 31, 2050	December 31, 2050

5. Select Save.

An event organizer plans a Congress in the US that has four speakers and nine attendees. When the event is submitted for approval, the following warning displays:

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

The event organizer removes one speaker from her Congress before submitting the event for approval again.

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 an object type of em_per_event_speaker_limit_rule__v.

3. Populate the following fields:

   Field	Value
   name__v	Speaker Limit Rule
   run_on_event_action__v	submit_for_approval__v
   speaker_status__v	invited__v
   global_rule__v	Selected
   warning_type__v	Soft Warning
   warning_text__v	EM_RULE_PER_EVENT_SPEAKER_LIMIT;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)
   comment_required__v	Optional

4. Select Save.

After creating the Event Business Rule, associate 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__v	Speaker Limit Rule (Populated automatically)
   event_type__v	congress__v
   minimum_quantity__v	4
   maximum_quantity__v	6
   rule_start_date__v	January 1, 2020
   rule_end_date__v	December 31, 2050

5. Select Save.

An event organizer plans a Congress with seven speakers. When the event is submitted for approval, the following warning displays:

Congress must have between 4 and 6 speakers.

The event organizer believes that the additional speaker is necessary, despite the rule, and enters a reason before selecting Continue and continuing to plan the event.

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 object type of em_speaker_attendance_qualification_r__v.

3. Populate the following fields:

   Field	Value
   name__v	Congress Qualification Rule
   run_on_event_action__v	submit_for_approval__v
   global_rule__v	Selected
   warning_type__v	Hard Warning
   warning_text__v	EM_RULE_SPEAKER_ATTENDANCE_QUALIFICATION;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)
   comment_required__v	Required

4. Select Save.

After creating the Event Business Rule, associate 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__v	Congress Qualification Rule (Populated automatically)
   event_type__v	congress__v
   rule_start_date__v	January 1, 2020
   rule_end_date__v	December 31, 2050

5. Select Save.

An event organizer 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 the event is submitted for approval, the following warning displays:

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

The event organizer must remove Dr. Ackerman as an attendee before submitting the event for approval.

The instance 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 object type of speaker_attendance_product_cap_rule__v.

3. Populate the following fields:

   Field	Value
   name__v	US Congress Product Threshold
   run_on_event_action__v	submit__v
   percent_threshold__v	15
   warning_type__v	Soft Warning
   warning_text__v	EM_RULE_SPEAKER_ATTENDANCE_PRODUCT_CAP;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)
   comment_required__v	Required

4. Select Save.

After creating the Event Business Rule, associate 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__v	US Congress Product Threshold (Populated automatically)
   event_type__v	congress__v
   country__v	United States
   rule_start_date__v	January 1, 2024
   rule_end_date__v	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.