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Siebel Public Sector Guide > Administering Siebel Public Sector > About Approval Templates and RoutingInboxes serve as a consolidated work space for all cases, leads, and incidents that are routed to the appropriate users for approval. Automatic approval routing increases the efficiency of the approval process and reduces case, lead, and incident backlog. Administrators configure approval templates to automate the routing of approvals. For more information, see Process of Setting Up Approval Templates. Siebel Public Sector approval routing allows for a tiered hierarchy of approval, routing cases, leads or incidents to a manager, group manager, division manager, and others within the chain of approval. The approver list can also include cross-departmental approvers. For example, users might need approval from a finance manager and a case manager before making payments relating to any case. Users cannot approve their own cases, leads and incidents. Also observe the following guidelines for approval templates:
NOTE: You must activate the PS Object Approval Main Process workflow to implement approval routing. For more information, see Activating Siebel Public Sector Workflows. |
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