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Planning Workflow Policies

Once you have gathered policy information, you can begin to plan the workflow policies.

Many of the workflow policy objects and programs you need to create your workflow policies have been predefined by Siebel. However, you can use Siebel Tools to augment programs, create additional workflow policy objects, or make additional workflow policy columns available for monitoring. See About Customizing Workflow Policies with Siebel Tools for more information on how to perform these tasks.

The planning phase is a good time to review your company's business process tasks. You want to determine which tasks can be automated with Workflow Policies and then prioritize the implementation sequence. It is always a good idea to create and implement a small group of policies at a time. After you successfully implement the group, you can proceed to another small group of policies in a systematic manner. See About Creating Workflow Policies for more information on creating workflow policies.

NOTE:  After planning a new workflow policy, test the policy definition by creating a query based on the policy. Then you can execute the query on your current production environment. The query response can help you determine the frequency of the workflow conditions. You may find that a policy creates excessive notification or insufficient visibility. See About Testing Workflow Policies for more information.

Siebel Business Process Designer Administration Guide