1. Field Service Guide
  2. Enabling Workflow Policies

Enabling Workflow Policies

Siebel administrators use the following procedure to enable workflow policies.

To enable workflow policies

  1. Go to Sitemap > Administration - Business Process Screen > Workflow Policies View

  2. Make sure that Expiration Date is properly set for all the workflow policies that are not in use.

  3. Make sure to expire ORS-related Workflow Policies by querying policy group named "ORS Group" and set expiry date prior to today's date as they are using same tables as Oracle Field Service Group policies.

  4. Query for “OFS Group” in Policy Group Name field. This is a new group that has been created for the Workflow policies required for this integration

  5. Verify that the Expiration Date is empty for these Workflow policies

This task is a step in Process of Configuring Siebel Field Service Integration to Oracle Field Service .