Siebel Business Process Framework: Workflow Guide > About Workflow Policies > Process of Planning a Workflow Policy >

Planning a Workflow Policy

This task is a step in Process of Planning a Workflow Policy.

Many of the workflow policy objects and programs you must create for your workflow policies have been predefined by Siebel. However, you can use Siebel Tools to augment programs, create more workflow policy objects, or make more workflow policy columns available for monitoring. For more information, see About Defining Workflow Policy Objects .

The planning phase is a good time to review your company's business process activities. You need to determine which work can be automated with Workflow Policies then prioritize the implementation sequence.

NOTE:  It is recommended you create and implement a small group of policies at a time. After you successfully implement the group, you can proceed to another small group of policies in a systematic manner.

If the business environment necessitates changes to your plan, a workflow policy can be assigned to a different group. For more information, see Moving a Workflow Policy to a Different Group.

For more information on creating a workflow policy, see Process of Creating a Workflow Policy .

TIP:   After planning a new workflow policy, test the policy definition by creating a query based on the policy. Then you can execute the query on your current production environment. The query response can help you determine the frequency of the workflow conditions. You might find that a policy creates excessive notification or insufficient visibility. For more information, see About Testing, Troubleshooting and Migrating a Workflow Policy.