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Siebel Life Sciences Guide > Tracking Time Off Territory > End-User Procedures >
Submitting a Time Off Territory Record
End users must submit a time off territory record for the information to be included in ROI (return on investment) analyses and expense reports. Once a time off territory record has been submitted, it can no longer be modified or deleted.
To submit a completed time off territory record
- Navigate to the Time Off Territory screen.
- From the Show drop-down list, select My Time Off Territory.
- In the More Info form, select the record you want to submit.
- To include the time off territory expense in an expense report generated by the Siebel Expenses, you must:
- In the Time Off Territory list, specify an a start time.
- In the Activities screen, enter a cost estimate and select the Expense flag. For more information, see Creating Activities.
- In the More Info form, click Submit and then OK.
Once a time off territory record has been submitted, Siebel ePharma:
- Changes the status of the time off territory record to Submitted.
- Adds a new time off territory record to the Activities list. For more information on activities, see Creating Activities.
- Creates an appointment in the calendar for each submitted record. For more information on using the calendar, see Creating a General Activity in the Calendar.
- Routes the time off territory request to the manager.
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Siebel Life Sciences Guide Published: 18 April 2003 |