Siebel Professional Services Automation Guide > Time Reporting and Time Sheets >

Activating Email Notification for Time Sheets (Administrator)

The following procedure explains how to activate the workflow that provides automatic email notification during the time sheet approval process. These messages notify time sheet approvers when they need to review particular time sheets, and provide time sheet submitters with updates on the progression of their time sheets through the approval process. This procedure assumes that your Siebel Communications Server has already been set up and configured, as described in Siebel Communications Server Administration Guide.

To activate email notification for time sheets

  1. From the application-level menu, choose View > Site Map > Business Process Administration > Workflow Processes.
  2. In the Workflow Processes list, click Query.
  3. In the Name field, enter Time Sheet Process, and then click Go.
  4. In the Workflow Processes list, select the version of Time Sheet Process with the highest Version number, and then click Revise.

    5. A new record is created with a status of In Progress and a higher version number.

  5. In the Activation Date/Time field, enter a date and time after which you want notification to be available.
  6. In the Expiration Date/Time field, enter a date and time after which you want notification to be unavailable.
  7. Complete the following substeps to verify associated workflow policy settings:
    1. From the Show drop-down list, select Workflow Policies.
    2. In the Policies List list, query to locate the following policies:
      • Send Time Sheet Approval Email policy
      • Send Time Sheet Approval Email to New Approver policy
    3. Make sure that the Activation and Expiration settings for these policies match the Activation Date/Time and Expiration Date/Time settings you specified in Step 5 and Step 6.
    4. From the Show drop-down list, select Workflow Processes.
  8. In the Workflow Processes list, re-select the Time Sheet Process record that has a status of In Progress, and click Activate.

    9. The Status field changes from In Progress to Active.


 Siebel Professional Services Automation Guide 
 Published: 18 April 2003