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Configuring Workflow Policies for Training Email Notification


If email notification will be used for Siebel Training, you must log in to the application (for example, ERM Administration) and make sure the expiration date for the workflow policies are later than the current date.

To configure workflow policies for email notification

  1. Navigate to the Administration - Business Process screen > Policies view.
  2. In the Policies List, query for the eTraining Policy Group.

    Ten policies are returned:

    • eTraining Course Confirmation Email
    • eTraining Class Confirmation Email
    • eTraining Class Reminder Email
    • eTraining Class Waitlist-Open Email
    • eTraining Class Waitlist-Pending Email
    • eTraining Class Waitlist-Pending Time Limit
    • eTraining Admin Class Cancellation Email
    • eTraining Class Cancellation Email
    • eTraining Class Waitlisted Email
    • eTraining User Class Cancellation Email
  3. For each policy, change the Expiration date to a date in the future.
  4. Activate the following workflow processes:
    • Course Confirmation Email (Training)
    • Class Confirmation Email (Training)
    • Class Reminder Email (Training)
    • Class Waitlisted Email (Training)
    • eTraining Class Cancellation Email
    • eTraining Admin Class Cancellation Email
    • eTraining User Class Cancellation Email
    • eTraining Class Logistics Email
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