Configuring an event

To add a new set of rules to trigger events, click on the

button on the main toolbar. To edit the data of an event, select it in the list of records and click on the

button.

On the screen that will be opened, enter an ID # and a name for the event. The following tabs are also available:

Note: To successfully add an event, it is necessary to fill out the required fields in the General tab. After saving the data for the first time, the other tabs will be available to be filled out.

Field
Generate event for component	Select one of the following options to define the component in which the action triggered by the event will be performed: ▪Incident: This option will only be available if the SE Incident component is part of the solutions acquired by the organization. In this case, an incident related to the event will be recorded in the SE Incident component. In the Incident type field that will be displayed, select the type that will classify the incident. ▪Problem: This option will only be available if the SE Problem component is part of the solutions acquired by the organization. In this case, a problem related to the event will be recorded in the SE Problem component. In the Problem type field that will be displayed, select the type that will classify the problem. ▪Alert (e-mail): An email notification will be sent to users who have the "Alert" control allowed in the security of the indicator related with the event. In order for this feature to work correctly, it is necessary that, in the SE Configuration component, the e-mail server is properly configured and tested and that the "Enable sending system e-mails" option from the "E-mail notification" menu is checked and that, in the SE Administration component, the e-mails are duly filled out on the data screen of the users who will be notified. ▪Action plan: This option is only available if the SE Action Plan component is part of the solutions acquired by your organization. In this case, an action plan related to the event will be recorded in the SE Action Plan component. In the Action plan template field that will be displayed, select the template that will classify the action plan.
Responsible user	This field will not be displayed if the "Alert (e-mail)" option is previously selected. Select the user who will be responsible for the generated event. If the previously selected option is "incident" or "problem", the user selected in this field will be the initiator of the incident/problem generated. If the selected option is "action plan", the user selected in this field will be responsible for the action plan that will be generated by the event. Use the other buttons on the side of the field to fill it out with the logged user data or clear it.
Range configuration	Define the configuration of the range that will be applied to the rules of the event: ▪The higher the better: Select this option when you want the measurement to be higher than the target set for an indicator. By selecting this option, the highlighted text in the Rules sub-tab will be displayed as LOWEST. ▪The lower the better: Select this option when you want the measurement to be less than the target set for an indicator. By selecting this option, the highlighted text in the Rules sub-tab will be displayed as HIGHEST. ▪Stabilize: Select this option when you want the measurement to be stable, in relation to the target set for an indicator, that is, it must be a specific range of the target. By selecting this option, the highlighted text in the Rules sub-tab will be displayed as HIGHEST OR LOWEST.
Apply rule from	Fill out this field to define the date from which the established rules will become valid for the related indicators. In that case, select the desired date.
Generate event automatically after __ consecutive deviation(s)	Enter how many times the rules must be met (that is, they must happen in the related indicators) so that the event is generated. Note that the entered number will be of successive events (occurring one right after another).

Option	Checked	Unchecked
Automatically restart the deviation count after generating the event	After the occurrence of the previously entered consecutive deviations, the system will restart its counting, thus starting a new one.	The system will generate the event at every new deviation.
Generate event only at the end of the accumulation period	The event will only be generated for the last period of the indicator accumulation. For example, for a monthly indicator with yearly accumulation, the event will only be generated for the December period.	The event will not be generated only for the last period of the indicator accumulation.
Stop processing rule	The system will not process other events that may be associated with the indicator related to this event.	The system will process other events that may be associated with the indicator.

Sub-tab

Rules

Select one of the available rules so that when it is met, the configured event is triggered. In some rules, it is necessary to enter the value of the percentage deviation of the measurement in relation to the target or the percentage value of the accumulated target. The tokens in upper case in the text of the rules will be changed according to the configuration of the range associated with the event.

Customized rule

This tab will only be displayed if the respective option is selected in the Rules tab. Fill out the fields in the following columns to assemble the desired rule:

()	Fill in with parenthesis, keys or brackets.
Parameter	Click the button next to the field and select the rule parameters.
Operator	Select an operator: <, <=, = etc.
AND/OR	Fill out this field if the rule will have more than one condition (line). In this case, select the "AND" option so that the following condition is also fulfilled, or select the "OR" option so that at least one of the conditions is fulfilled.

To add another line (condition) to the rule, select the button on the side toolbar. To delete a condition (line), click on the icon next to it.

After assembling the rule, save it by clicking on the button on the side toolbar.