Siebel Insurance Guide > Business Services for Siebel Financial Services > Automating Approval Processing >
Defining Approval Items and Approval Stages
An administrator defines the approval process by creating approval items and approval stages in the Approval Admin view. To define approval items and stages
- Navigate to the Administration - Application screen, and then the Approval Admin view.
- In the Approval Item list, add a record and enter a name in the Approval Item field.
- In the Approval Flow Type field, select one of the following:
- In the Approval Stage list, add a record for each approval stage and complete the necessary fields.
Some fields are described in the following table.
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Sequence # |
Identifies the numeric sequence of this Approval Stage in the current Approval Item. The application executes Approval Stages in numerical order based on this number. |
Approval Type |
Specifies whether the approver is a position or an employee. |
Owner Login Name |
Indicates the login name tied to this Approval Stage. Relevant only if Approval Type is Employee. |
Owner Position |
Indicates the position tied to this Approval Stage. Relevant only if Approval Type is Position. |
End users use the My Approval Inbox view to approve an approval item. For more information, see Approving or Declining Approval Stages (End User).
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