Financial Management › Events and Notifications › How to Manage Events and Notifications

How to Manage Events and Notifications

Events work in combination with notifications, which the workflow provider (for example, CA Process Automation) creates, to communicate information to your team members about important events and activity. To manage events and notifications, complete the following steps:

1. Administrators grant permissions to users to manage events.

   Note: For more information about the permissions to manage events, see the Administration Guide.

2. Open an existing local or global configuration and define any of the following events:
   • Date event
   • Change event
   • Watch event
3. When defining an event, map all required workflow provider notification parameters to a CA APM object attribute.
4. The workflow provider initiates the email notification process.
5. View an audit history of events.
6. (Optional) The notification recipient acknowledges the notification.