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Activating Access Workflows for Distribution Exceptions

To generate access exceptions, you need to activate two workflows:

• Literature Access Workflow
• List Access Workflow

Use the Literature Access Workflow when distributing literature. If the access level of the literature is higher than that of the contact, the application generates an access exception record.

Use the List Access Workflow to generate access exceptions while adding contacts to a list. If the access level of the list is higher than the level of the contact, the application generates an access exception record.

For more information on working with workflows, see Siebel Business Process Designer Administration Guide.

NOTE:  Activating workflows requires administrative responsibilities.

To activate the Access workflows

1. Navigate to Site Map > Administration - Business Process > Workflow Deployment.
2. In the Repository Workflow Processes list, query for the two Access workflow records.

   TIP:   Query for Name = * Access Workflow.

3. Click the Activate button at the top of the list to activate this workflow process.

   When activated, the definition is written to the run-time tables and appears in the Active Workflow Processes view.

4. Navigate to Administration - Runtime Events > Events view.
5. From the menu, select Reload Runtime Events.