Siebel eFinance Guide > Access Exceptions > Administrator Procedures >

Setting a Business Process Policy for a Distribution Exception

Administrators invoke a workflow process from a workflow policy. To invoke a workflow process from a workflow policy, you define a policy action that uses the workflow policy program Run Workflow Process.

To generate access exceptions, you need to enable the Literature Access Workflow and 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 add 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:  Only a Siebel administrator can set a workflow policy.

To set a Business Process Administration policy for a literature or list distribution exception

  1. From the application-level menu, choose View > Site Map > Business Process Administration > Workflow Policies.
  2. Modify the workflow to set a policy for a piece of literature.

 Siebel eFinance Guide 
 Published: 20 October 2003