Configure event
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Prerequisite
- Access the File > Event (RI213) menu.
Presentation
An event is a set of rules that can result in the generation of a workflow or the triggering of an email alert.
This menu is used to configure the rules that will be used in the risk and control analyses included in SoftExpert Risk.
This article will demonstrate, step by step, how to set up an event.
Configure event
1. Access the File > Event (RI213) menu.
2. Click the button 
.
3. Provide an identifier and a name for the event.
4. In Generate event for component, select one of the options to define which component will be triggered by the event:
- Workflow: The system will initialize a workflow related to the event. In the Process field, select the process to be instantiated. For the workflow to be successfully initialized, the process must have the automation with SoftExpert Risk and other data properly configured in the SoftExpert Process component and must not contain errors in its modeling.
- Alert (email): An email notification will be sent to the person responsible for the event. For this feature to work correctly, the email server must be properly configured and tested in the SoftExpert Configuration component, the Enable system notification option in the Notification menu must be checked, and the email addresses must be correctly filled in on the user data screen for the notified user in the SoftExpert Administration component.
5. In Responsible Party, select one of the options:
- Fixed: The responsible party will be a specific user. In the Responsible User field , select the desired user.
- Risk analysis and control: The user and the team responsible for the analysis that generated the event will be responsible.
6. In Assessment, select whether the event will be configured for Risk Analysis or Control Analysis. If you select Risk Analysis, check the assessments to which the rule will be applied: Actual, Potential, or Residual.
7. In Rule, select the rule that will trigger the event.
- For the current assessment scoring rule, define whether the score should be: greater than, greater than or equal to, equal to, less than or equal to, or less than the value entered.
- For the current evaluation rule, define whether the result of the selected evaluation must be greater than or equal to the compared evaluation.
8. In Planning, select the risk plan to which the event will be associated. You can associate multiple plans, which will be displayed in the area below the field as they are added.
9. Click 
to complete registration.
10. The registered event will be displayed in the menu's list of records. If desired, you can click on:
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This button allows you to view and edit the event data. |
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This button allows you to enable or disable the event. |
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This button allows you to delete the event. |
To generate an event for the SoftExpert Workflow component , the component must be part of the solutions acquired by the organization.
If the Workflow option is selected in the Generate event for component field, the event owner will initiate the generated workflow. If the Alert (email) option is selected, the event owner will receive an email notification.
The system will only validate the rules associated with the risk and control plan after the plan has been approved. While the plan is in the Development phase, the rules will not be evaluated.
After approval and with each new risk or control assessment, the system will validate the rules to determine if the event should be generated.
Conclusion
The event allows for the automation of actions and notifications in the risk management process, ensuring that workflows and alerts are triggered according to predefined criteria.