Creating and Enabling Commit Policies

You create and enable commit policies on the Policies tab of the inspector for applications, dimensions, hierarchy sets, and node types. You must enable the policy on the data chain object in order to require a commit stage for request items for that object.

To create and enable a commit policy:

  1. Open the object inspector for the data object. See, for example:
  2. On the Policies tab, click Create.
  3. From Policy Type, select Commit and enter a name and optional description for the policy. Click Create.

    The new policy is displayed in the policy inspector.

  4. (Optional) On the General tab of the policy inspector, click Edit and then change the policy name or description. Click Save.
  5. On the Definition tab, click Edit, and define the policy settings.
    Field Name Valid Values
    Enabled Allows you to enable or disable a policy without affecting the policy settings. By default, this is set to False.
    Commit Method Automatically set to Parallel (multiple committers are invited at the same time) and cannot be changed for commit policies.
    Total Required Automatically set to 1 and cannot be changed for commit policies. Commit policies only require one commit in order to be fulfilled.
    Include Submitter Select to specify that if the request submitter is also an committer, the submitter's commit is granted automatically.

    Note:

    If Include Submitter is disabled, the request submitter is not invited to be an committer even if they are listed on the commit policy.
    Reminder Notification Enter the number of days that will elapse before a reminder email is sent to the current invitees.

    Note:

    If this is set to zero, reminders are not sent to current invitees if they do not take action on a commit.

    Commit Escalation Enter the number of reminders that will be sent before the request commit is escalated to a user with Data Manager permission to the data object in the policy.

    Note:

    If this is set to zero, requests will not be escalated for timeouts.

    See Policy Reminders and Escalations
    Policy Order Assign a number for the order of the policy. Policies with the same number are fulfilled as a group. When all of the policies in a group have been fulfilled, policies with the next order number sequentially are evaluated. See Understanding Policy Order.
  6. In Policy Groups, click the Add a policy group drop down list to add users and groups to the commit list.

    Note:

    Groups that do not currently contain any users are indicated by a empty group icon icon. Service Administrators can assign users to the groups in Access Control. See Overview of Access Control in Administering Access Control for Oracle Enterprise Performance Management Cloud.

    Note:

    The users and groups in this list are granted Participant (Read) permission on the data objects in the policy.
  7. Click Save.
  8. (Optional) On the Filters tab, click Edit, and define action filters and node conditions for the policy.
    • In Included Actions, clear the All check box and, from the Included Actions list, select actions to add. Action filters enable you to set up commits for only the actions that you select.

    • In Properties, perform an action:
      • Select All to invite users to commit whenever any properties are updated.
      • Select Include and then select specific properties to invite users to commit only when those properties are updated.
      • Select Exclude and then select specific properties to invite users to commit when any property except the ones that you selected are updated.
      • Select None to specify that users should not be invited to commit based on property updates.

      Note:

      The request item base action does not have to be Update in order to use the Properties filter. For example, if your Properties filter includes the Core.Description property, then any update to the description property will qualify for the property filter, even if the base request action was an Add or an Insert.
    • In Node Condition, click Define Expression define expression (or define expression depending on your theme) to launch the expression builder. Because you are evaluating nodes in the viewpoint where the action was performed, you use the node object in the expression builder.

      The expression builder guides you to create an expression that evaluates to a Boolean value only. See Building Expressions.

    • In Request Types, select the type of requests that this policies applies to, or select the All check box to apply the policy to all request types. See Request Types and Process Flow.
      • Consolidation
      • Import
      • Interactive
      • Load
      • Subscription
    • Click Save.