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Example Workflow for Tracking Time Off Territory

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This section details sample tasks often performed by end-users when tracking time off territory. Your company may follow a different workflow according to its business requirements.

When tracking time off territory, end users typically perform the following tasks:

Create a new time off territory record. Typically, the sales representative creates a record for all of the days she will be attending the seminar. For more information, see Adding a Time Off Territory Record.
Submit the time off territory record. For more information, see Submitting a Time Off Territory Record.

The regional sales manager would use Siebel Time Off Territory to:

View time off territory charts. The regional sales manager can review the time off territory records that have been submitted to the system. For more information, see Viewing Time Off Territory Charts.

Once the sales representative submits a time off territory record to the system, Siebel ePharma:

Adds a new time off territory record to the Activities list. For more information on creating new activities, see Creating Activities.
For each time off territory record, creates an all-day appointment in the calendar. For more information on using the calendar, see Creating a General Activity in the Calendar.

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