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lila_meyer
Gainsight Employee ⭐️⭐️⭐️
May 23, 2016
Question

Format for maintaining/documenting your org's Rules outside of Gainsight

  • May 23, 2016
  • 7 replies
  • 116 views
Do any of you Admins document your rules outside of the Gainsight system? If so, do you have a sample document you'd be willing to share? It'd be helpful in terms of recommending possible enhancements to the rules engine, but also as a template for Admins who want to prepare for transitioning the Admin responsibilities to someone else at some point.

Thanks in advance!

7 replies

sarah_couch
Contributor ⭐️⭐️⭐️⭐️
May 23, 2016
We track our rules in a google sheet - I'll send a sample to you. I'd share here but I don't see a way to add an attachment. 
darkknight
Expert ⭐️
May 23, 2016
Same here. We use a google sheet also.  I will clean up (I'm overdue for a cleanup) and send your way.
Jeff Kirkpatrick
samantha_braastad
Contributor ⭐️⭐️⭐️⭐️⭐️
May 24, 2016
We also use a spreadsheet that is color coded to denote which ones are active, in progress, have a dependency, or are suggestions from the team. I can send mine as well. 
allie_gold
Helper ⭐️
February 1, 2017
Would you be able to send this to me too? That would be amazing! Let me know how I can get my contact info to you.
allie_gold
Helper ⭐️
February 1, 2017
Would you also be able to send this to me too? I'd really appreciate it!
lila_meyer
Gainsight Employee ⭐️⭐️⭐️
February 1, 2017
Hi Allie,

This template is modeled after the rule tracking docs that several of our customers are using. Please note, there's also an option now in Gainsight that allows you to export your configuration.
Lila Krutel, Dir. Global Education Services
allie_gold
Helper ⭐️
February 1, 2017
Thanks!!