Siebel Public Sector Guide > Managing Investigative Cases > Recording Lead Information >

Submitting Leads for Approval

This task is a step in Process of Managing Investigative Cases.

Approvals are routed in accordance with the sequence number entered for each approver. See Creating Lead Approval Templates for more information.

NOTE:  Administrators must activate the PS Object Approval Main Process workflow to allow lead approval routing. See Activating Public Sector Workflows for more information.

Lead creators can recall a lead sent for approval until an approver starts working on the record from their Inbox.

To submit a lead for approval

1. Navigate to the Leads screen > Lead List view.
2. Select a record and drill down on the Lead Name field.
3. In the More Info view, select a lead approval template from the Approval Template field.

   TIP:   If you do not see the template that you require in the Select Template dialog box, make sure that the Lead Type, Territory, and Lead Priority values are correct. These values must match those in the template record so that the correct templates can be displayed.

4. In the More Info view, click Submit.

   The lead record status changes to Submitted, the fields become read-only, and the record is routed to the first individual in the chain of approval.

To recall a lead sent for approval

1. Navigate to the Leads screen > Lead List view.
2. Select the record to be recalled and drill down on the Lead Name field.
3. In the More Info view, click Recall.

   The record is removed from the approver's Inbox.