Approving Event Plans

During the event planning phase, marketing administrators may be required to submit high-level event plans for approvals, as a part of the overall planning and budgeting process. Siebel Events Management contains functionality for getting approvals, whereby users can collaborate on an event plan by submitting the record to different individuals using the approval field. You can define further control over the approval process through state models, see Siebel Assignment Manager Administration Guide for further information.

To use the event plan approval field

1. Navigate to the Site Map > Events > Event Plans view.

2. In the Event Plans list, select the event.

3. In the Event Plan form, from the Approval Status field, click the drop-down list and select Submitted.

4. In the Pick Employee dialog box, select the individual to whom you want to submit the plan.

5. Enter any additional comments, and then click Send.

   The person to whom you have submitted the plan must log in to the Siebel application to approve or reject the plan.

   Note: You have the ability to track the history of approvals in the Event Plan > Plan > Approvals view.