Planning the configuration

You can use OpenPages® Loss Event Entry either as it is out-of-the-box with a minimal amount of configuration or you can make modifications for your organization.

To use OpenPages Loss Event Entry as it is out-of-the-box, you need to complete the following configuration tasks:

  1. In Open Administration menu Administration menu > Integrations > Loss Event Entry App, change the passwords of the dedicated users that are included in OpenPages Loss Event Entry. For information, see Configuring OpenPages Loss Event Entry.
  2. Review the creation views for loss events and decide whether you want to display or hide the Loss Impacts and Loss Recoveries tabs. If displayed, you can also decide whether to make them mandatory. Creation views are described later in this topic. How you can make the tabs mandatory is described in Configuring OpenPages Loss Event Entry.
  3. Change the role template assignment for the Loss Event Entry role template so that it grants the lowest level of access needed.
  4. In the Loss Event Entry App page, define Default Parent Path and Default Triage Team. For information, see Configuring OpenPages Loss Event Entry.
  5. Place a URL on your organization's intranet. For information, see How to launch OpenPages Loss Event Entry.
  6. Recommended: Enable auto-naming for the Loss Event, Loss Impact, and Loss Recovery objects. Although not required, it prevents failures due to duplicate names and inconsistencies in user-given names. Users who create loss events do not know the naming rules in OpenPages.

You can, optionally, modify many aspects of OpenPages Loss Event Entry. To do this, review what is included in the system and modify any of the following items to meet your requirements:

  • Decide what locales you need. It is a best practice to disable locales that you do not use and disable the dedicated users for them.
  • Review the user group, Loss Event Entry, and make changes if needed. It contains ten dedicated users, one for each default locale: LEE_EN_US, LEE_EN_GB, LEE_IT_IT, LEE_PT_BR, LEE_FR_FR, LEE_ES_ES, LEE_DE_DE, LEE_ZH_TW, LEE_ZH_CN, and LEE_JA_JP. For more information, see How users are handled.
  • Review the role template, Loss Event Entry, and make changes if needed. The ten dedicated users are assigned to this role template at the root business entity. It is a best practice to change the role template assignment for the Loss Event Entry role template so that it grants the lowest level of access needed.
  • Review the profile, Loss Event Entry, and make changes if needed. The ten dedicated users are assigned to this profile.

    You must use the Loss Event Entry profile. It's the only profile that is supported by the Loss Event Entry app.

  • Design the content of the loss event form. For more information, see Designing the loss entry form for the Loss Event Entry app.
  • Review the field groups, OPSS-LE-BE and OPSS-LE-Contact. OPSS-LE-BE contains Business Entity Selector fields that are used to identify the involvement of business entities in loss events. OPSS-LE-Contact contains fields that contain user information such as name, email, and phone number.
  • Review the date validation rules that are included in the system and make changes if needed. You configure date validation rules in the Loss Event Entry App page. For information, see How dates are validated.
  • Determine how you want to set the parent business entity. For information, see Where loss events get created. Fields that contain parent business entities must be of the display type, Business Entity Selector.
  • Determine how you want to set the assignee for new loss events (the triage team).

    If you want users to select the assignee for new loss events, add a user or group selector field to the Loss Event creation view.

    For information, see Who loss events get assigned to.

  • Customize the informational text that is displayed in the Loss Event Entry app:
    • To change the text that displays when users click the Information icon for the Information box in the header, change the text associated with the Application Text key, loss.event.entry.overall.help.
    • To change the information that is displayed at the top of the tab for each object type, change the text for the keys, loss.event.entry.file.intro, loss.event.entry.loss.event.intro, loss.event.entry.loss.impact.intro, and loss.event.entry.loss.recovery.intro.
    • Customize the logo on the Loss Event form to be your company logo. File specifications are as follows:
      • Name: Logo.png
      • Folder location: ../taskui.war/image/lossevent/
      • Size: The image that you provide is scaled to 14 pixels high in the Loss Event Entry app.

      Changes to the logo file can be overwritten in subsequent upgrades.

  • Design and configure the email confirmation that is sent to users when a loss event is created. For information, see How confirmation emails are configured.