Siebel Professional Services Automation Guide > Expense Reporting >

Activating Email Notification for Expense Reports (Administrator)

The following procedure explains how to activate the workflow that provides automatic email notification during the expense report approval process. These messages notify expense report approvers when they need to review particular expense reports and provide expense report submitters with updates on the progression of their expense reports through the approval process. This procedure assumes that your Siebel Communications Server has already been set up and configured, as described in Siebel Communications Server Administration Guide.

To activate email notification for expense reports

  1. From the application-level menu, choose View > Site Map > Business Process Administration > Workflow Processes.
  2. In the Workflow Processes list, click Query.
  3. In the Name field, enter Expense Report Process, and then click Go.
  4. In the Workflow Processes list, select the Expense Report Process record with the highest value in the Version field, and then click Revise.

    5. A new record is created with a status of In Progress and a higher version number.

  5. In the Activation Date/Time field, enter a date and time after which you want notification to be available.

    6. If no value is specified, the notification functionality becomes available when you select the workflow and click Activate, as described later in this procedure. Make a note of the value you specified.

  6. In the Expiration Date/Time field, enter a date and time after which you want notification to be unavailable.

    7. If no value is specified, notification remains available until manually deactivated. Make a note of the value you specified.

  7. Complete the following substeps to verify associated workflow policy settings:
    1. From the Show drop-down list, select Workflow Policies.
    2. In the Policies List list, query to locate the following policies:
      • Send Expense Report Approval Email policy
      • Send Expense Report Approval Email to New Approver policy
    3. Make sure that the Activation and Expiration settings for these policies match the Activation Date/Time and Expiration Date/Time settings you specified in Step 5 and Step 6.
    4. From the Show drop-down list, select Workflow Processes.
  8. In the Workflow Processes list, reselect the Expense Report Process record that has a status of In Progress, and click Activate.

    9. The Status field changes from In Progress to Active.


 Siebel Professional Services Automation Guide 
 Published: 18 April 2003