Administrative Tasks

All administrative tasks for Policy Planner are completed in the Administration module.

See the Workflow and Settings chapter of the Administration User's Guide for more information.

All fields contain recommended default settings to ensure the best performance of the module. However, all fields can be modified to accommodate your business needs.

Attachments

• Allowable Upload File Types is used to determine which file types are acceptable for attachments. Leave this blank to accept all file types.
• Max Attachment Upload Size is used to set the limit on attachment file size in bytes.
• Delete Attachments is used to delete Policy Planner attachments after they have been uploaded. To use this feature, a user must have the review assigned to them and have Write permissions for that task.

Notifications

• Default Sender is the address that shows in the From field in system-generated email notifications.
• Block Emails is used to prevent emails from sending.

Workflow

• Ticket URL is the IP address of your Policy Planner module.
• Show is an module-level setting, that applies to every workflow, to control default ticket view behavior. Options are:
  • All tickets—displays all tickets in the workflow to all users.
  • Editable—only displays tickets that are assigned to the logged in user or can be claimed and assigned by the logged in user.
  • Assigned—only displays tickets that are assigned to the logged in user.

JVM Proxy Settings

• Enable Proxy is used to set your own proxy settings not related to FMOS. Enabling will allow you to enter HTTP or HTTPS information that differs from FMOS proxy settings.