Submitting Transactions for Approval

After creating transactions, member service representatives submit certain transactions for management approval.

To submit a transaction for approval

1. Navigate to the Loyalty Members screen.

2. Click the Member Number (#) of the desired member.

3. Click the Transactions view tab.

4. In the Transactions list, find the transaction that you want to submit for approval.

5. In the Status field, change the value from In Progress to Submitted.

   Siebel Loyalty sends this transaction to the designated manager’s approvals queue.