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Update index.md
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app/select-people-for-invitation/2025/11/rule-library-v2/index.md

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- user research
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Our initial way to add rules was through a rule builder form, which required a high degree of technical understanding. Our first version of [rule library](/select-people-for-invitation/2025/03/rule-library/) was a way of pre-populating that form with certain values to make the process easier for users.
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Our initial way to add rules was through a rule builder form, which required a high degree of technical understanding. Our first version of the [rule library](/select-people-for-invitation/2025/03/rule-library/) was a way of pre-populating that form with certain values to make the process easier for users.
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Our research showed this was a big step forward in making it easier for users to add commonly used rules, however there was still a lot of scope for improvement. We anticipated this might be the case as the first rule library implementation was very much a minimum viable product approach - we wanted to add value quickly and learn more about the way users interact with the system.
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- We reviewed the list of rules that were in the library and categorised them
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- They fell broadly into 4 types of rule:
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- **Text:** Rules that require a parameter configuring as text e.g. exclude people under a certain age (age is the text parameter)
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- **Text and date:** Rules that require a text parameter and a date parameter, e.g. exclude people under a certain ago on a particular date
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- **Text and date:** Rules that require a text parameter and a date parameter, e.g. exclude people under a certain age on a particular date
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- **Pick list:** Rules that require one or more parameters to be selected from a list of options, e.g. exclude people who are not registered to a GP within certain ICBs
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- **Radios** Rules that require a single selection from a group of options, e.g. exclude people living in care homes (yes / no)
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We designed a template for each type of rule, which means the user interface is tailored to the rule type. Therefore the interaction is much simpler, quicker and safer for users.
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This image shows the old screen for excluding care home residents
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This image shows the old screen for excluding care home residents:
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[![The rule library v1 way of excluding care home residents](rule-library2.png)](rule-library2.png)
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This image shows the new screen, which as can be seen is very much simpler to use and easier to understand.
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This image shows the new screen, which as can be seen is very much simpler to use and easier to understand:
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[![The rule library v2 way of excluding care home residents](rule-library3.png)](rule-library3.png)
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