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Siebel Life Sciences Guide > Tracking Time Off Territory > End-User Procedures >

Submitting a Time Off Territory Record

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End users must submit a time off territory record for the information to be included in ROI (return on investment) analyses and expense reports. Once a time off territory record has been submitted, it can no longer be modified or deleted.

To submit a completed time off territory record

Navigate to the Time Off Territory screen.
From the Show drop-down list, select My Time Off Territory.
In the More Info form, select the record you want to submit.
To include the time off territory expense in an expense report generated by the Siebel Expenses, you must:
In the Time Off Territory list, specify an a start time.
In the Activities screen, enter a cost estimate and select the Expense flag. For more information, see Creating Activities.
In the More Info form, click Submit and then OK.

Once a time off territory record has been submitted, Siebel ePharma:

Changes the status of the time off territory record to Submitted.
Adds a new time off territory record to the Activities list. For more information on activities, see Creating Activities.
Creates an appointment in the calendar for each submitted record. For more information on using the calendar, see Creating a General Activity in the Calendar.
Routes the time off territory request to the manager.

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