The correlated task rule applies configurable conditions to fields in a selected table that tell the instance which manual tasks correspond to an automation entry record.

1. Navigate to Orchestration > ROI Task Correlation > Correlated Tasks Rules.
2. Click New.
3. Fill in the fields on the form, as appropriate.

   Table 1. Automation entry form

   Field	Description
   Automation entry	Automation entry record that correlates to the manual task defined by these conditions. The entry record names the workflow used to automate the task and defines the labor rate used to calculate the cost of the task.
   Table	Table to filter, using these conditions. The rule selects records from this table that match the conditions. Information from these records is used to calculate the actual time to perform a manual task and the actual volume for that manual task.
   Condition	Condition builder to use to filter records for this table. Use these conditions to identify all manual tasks correlated to this automation entry.
   Read-only fields
   Processed on	Date and time that the system performs the matching records lookup. The system automatically searches for new manual tasks matching these conditions.

4. Select one of these submission options:
   • Submit: Saves the record to the table without running any calculations.
   • Submit and process now: Saves the record, looks up all matching tasks, and saves matching record information to the Correlated Tasks [manual_mapping_records] table.
5. To view a rule, select the link in the Table column of the Correlated Tasks Rules related list for the automation entry you want to see.
6. To view the list of tasks that match all correlated rules in the system, navigate to Orchestration > ROI Task Correlation > Correlated Tasks.
7. To view the list of tasks that match this rule in the system, click Correlated Tasks under Related Links in this form