Financial Management › Events and Notifications › Date Events › Define a Date Event

Define a Date Event

CA APM lets you define a date event to monitor a date field and have the workflow provider (for example, CA Process Automation) notify you that an important date is approaching or has passed. For example, you can define a date event on the Terminate Date field for a legal document. You can define one or more date events for a single field.

Note: If your administrator has granted you the correct permissions, you can complete this task.

To define a date event

1. Click the tab and optional subtab for the event definition that you want to configure.
2. On the left, click CONFIGURE: ON.

   The configuration of the event is enabled.

3. In the Configuration Information area of the page, select an existing global or local configuration.

   Important! Global configuration changes affect all users, regardless of their role. Local configuration changes only affect users in the roles assigned to the selected configuration.

4. Next to the field, click the Event Configuration icon.

   The Events page for the selected field appears.

5. Click New.
6. Specify the information for the date event.

   The following fields require explanation:

   Event Type

   Select the type of event as a date event. After you select the event type and save the event, you cannot change the event type. If you select the incorrect event type when defining an event, delete the event and define it again using the correct event type.

   Days After

   Specify a positive or negative number to indicate how many days before or after a field change occurs to create a date event.

   • A positive number indicates how many days after the original value has passed to create a date event.
   • A negative number indicates how many days before the original value approaches to create a date event.

   Inactive

   Select this check box to indicate that the date event is inactive. When you make a date event inactive, no new notifications are created for the event. However, pending notifications are processed.

   Event Provider

   Select the workflow provider to notify users that the date event has occurred (for example, CA IT Process Automation Manager). When you select a provider, all available workflow processes for the selected provider appear in the Workflow Process field.

   Workflow Process

   Identifies the workflow process for the workflow provider. When you select a workflow process, all available process parameters for the workflow provider appear.

   • Notification and One Escalation–Notifies the initial recipient and sends a reminder email. If the recipient acknowledges the notification, the process marks the event as completed. If the recipient does not acknowledge in the specified time frame, the process escalates the notification to the escalation recipient. If the escalation recipient responds, the process marks the event as completed. If the escalation recipient does not respond, the process marks the event as failed.
   • Notification without ACK–Notifies the initial recipient and marks the event as completed. The recipient does not need to acknowledge the notification.
   • Notification without Escalation–Notifies the initial recipient and sends a reminder email. If the recipient does not acknowledge the notification within the specified time period, the process marks the event as failed. If the recipient acknowledges within the specified time period, the process marks the event as completed.
   • (Optional) Additional Process Types–Uses processes you defined in the workflow provider.

   Notification Parameters

   Specify each process parameter for the workflow provider by doing one of the following in each field:

   • Enter an actual (hard-coded) value.
   • Click Map Fields to map the parameter to a CA APM object attribute.
   • Enter an actual (hard-coded) value and, in the same field, click Map Fields to map the parameter.

   Note: Refer to the field tooltips for specific information about the format and content of each parameter field.

7. Click Save.
8. Click CONFIGURE: OFF.

   The configuration of the date event is complete.