Configuring OpenPages Loss Event Entry

You use the Loss Event Entry App page to configure IBM® OpenPages® Loss Event Entry.

Before you begin

To do this task, you need the following access permissions:

You must be a member of the OPAdministrators group.
You must have Write access to the System Files > End User Applications Config folder.
You must use a profile that has access to all of the following object types: Loss Event, Loss Impact, Loss Recovery, and File (SOXDocument).

Read OpenPages Loss Event Entry to learn about OpenPages Loss Event Entry and Planning the configuration to learn about decisions to make before you begin.

Procedure

Click Open Administration menu > Integrations > Loss Event Entry App.
Complete the fields in the Other section.
1. In Default Parent Path, select the default parent business entity for new loss events.
  This business entity is used if users cannot or do not select a parent business entity when they enter a loss event.
2. In Parent Field Name, select the field that contains the business entities that users can choose from when they set the parent for a new loss event.
  The list displays Business Entity Selector fields that are included in the Loss Events creation view. The default is OPSS-LE-BE:Primary Caused Entity.
  If not given or the user does not select a value in this field, the value in Default Parent Path is used as the parent for a loss event.
3. In Submitter Email Field Name, select the field that contains the email to which confirmations will be sent.
  The list displays fields that are defined in the creation view for Loss Events and have a Text Box display type. The default is OPSS-LE-Contact:Your Email.
4. In Populate Triage Team Field Name, select the field that will store the name of the triage team for loss events.
  For more information, see Who loss events get assigned to.
  The default is OPSS-LossEv:Owner.
5. Optional: Depending on your configuration, you might be able to choose a value in the Triage Team Field Name field. Select the field that contains the name of the assignee for new loss events. New loss events are assigned to the value of this field.
  If Triage Team Field Name is empty, continue to the next step.
  Note: If the Triage Team Field Name list is empty, check the creation view for Loss Events. The Triage Team Field Name list displays user and group fields that are defined in the Loss Events creation view.
  
  If Triage Team Field Name is blank and the user does not select a value for this field in the app, the value in Default Triage Team is used for the assignee.
6. In Default Triage Team, select the users and groups that loss events are assigned to for follow up.
  The value of Default Triage Team is used when a triage team isn't specified elsewhere.
7. Select Display Resource ID of Created Objects to show a loss event's internal system-generated identifier to the user on the confirmation page and in the confirmation email.
8. Review the Date Validation rules and make changes, if needed.
  Follow these guidelines:
  - You can use only date fields, and they must exist in the object's creation view.
  - You can use date fields on the Loss Event object or any of the other object types that are used by OpenPages Loss Event Entry. A rule cannot cross object types.
  - You can use TODAY to validate against the current date.
9. In Submitter Email Subject Parameters, select the fields to include in the subject of the confirmation email that is sent to the submitter. The default is System Fields:Name.
  
  You can choose any of the fields in the Loss Event profile. The Application Text that is located in lossevent.confirm.subject references these parameters.
  
  For more information, see How confirmation emails are configured.
10. In Submitter Email Body Parameters, select the fields to include in the body of the confirmation email that is sent to the submitter. The default is OPSS-LE-Contact:Your Name,System Fields:Name,System Fields:Resource ID,System Fields:Description.
  
  You can choose any of the fields in the Loss Event profile. The Application Text that is located in lossevent.confirm.content references these parameters.
  
  For more information, see How confirmation emails are configured.
If you want to configure the tabs that users see in the Loss Event Entry app, click the Content section and do the following steps:
1. If you want to hide tabs for the object types that are related to the Loss Event object type, click Additional Object Types and deselect them.
  For example, if you want to hide the Loss Recoveries tab, deselect Loss Recoveries.
2. If you want a tab to be mandatory, click Required and select it from the list.
This example shows what the app looks like for users when the Loss Recoveries tab is hidden and the Loss Impacts tab is Required.

Figure 1. Tabs in Loss Event Entry
If you want to configure locales for Loss Event Entry, click the Locales section and do the following steps:
1. Select a Default Locale. This locale is used when a locale is not specified in the URL that launches Loss Event Entry.
  The locale determines the language and the currency, date, and number format that users see. If you configure additional locales, users can switch between locales and the default locale.
2. To use more locales, click Enabled, and then enter a password for the for the dedicated locale user.
  For more information, see How users are handled.
You must enter a password for each locale that you enable.
To change the dedicated users' passwords in the future, always use Open Administration menu > Integrations > Loss Event Entry App rather than Open Administration menu > Users and Security > Users.

Important: Do not change the dedicated users' passwords by using Open Administration menu > Users and Security > Users. Otherwise, users will not be able to use Loss Event Entry because the passwords will be out of sync.

You can use the usernames that are provided by default or you can change them. If you change the usernames in the Loss Event Entry App page, they must match the usernames of the dedicated users that you create with Open Administration menu > Users and Security > Users.

For each dedicated user, ensure that the User cannot change password and Password never expires options are enabled. To view these settings, go to Open Administration menu > Users and Security > Users, select a dedicated user, and then click Reset password.
Click Submit.
If the Submit button is not enabled, click Why can't I save to find out which fields you need to complete.