Siebel Employee Relationship Management Administration Guide > Setting Up Unified Approvals Inbox >

Creating an Approval Type

The approval type is the link between Employee Self-Service Forms (and other items requiring approval) and the Unified Approvals Inbox. The approval type record can be associated with different approval items. This allows a single business process to be shared among many different approval items.

Before creating the approval type to be used with a approval business object, the appropriate business object must be created and defined. Siebel ERM is preconfigured with several business objects that your organization can use. For more information on using a preconfigured form, see Setting Up Employee Self-Service. You can also create a new business object to use with Siebel Unified Approvals Inbox. For more information on creating a business object, see Siebel SmartScript Administration Guide.

NOTE:  This approval type name must be referenced within the Script_Finish of the Employee Self-Service Requestor Form to link the form with the Unified Approvals Inbox.

To create an approval type

  1. From the application-level menu, choose View > Site Map > Approvals Inbox Administration > Approval Types.
  2. In the Approval Types list, add a new record and complete the fields.

    3. The following table describes the fields in the approval type record.

    Field
    Comments
    Business Object
    Select a business object for this approval type (optional).
    Business Process
    Specify the approval business process to use. Use the approval business process you created.
    Comments
    Enter a brief description to describe the approval type.
    Default Queue Duration
    Enter a default queue duration for this approval type (optional).
    Form Name
    Specify the Employee Self-Service Summary Form here.
    Integration Object
    Select an integration object for this approval type (optional).
    Name
    Enter a descriptive name for the approval type.
    This name must be referenced within the Script_Finish of the Employee Self-Service Requestor Form.
    Status Type
    Select a status type for this approval type (optional).
    View
    For employee self-service forms, use EmpSS Form Player View.


 Siebel Employee Relationship Management Administration Guide 
 Published: 18 April 2003