Registration Workflow

Siebel Events Management uses workflow rules to eliminate redundant data entry during the registration process. The following image illustrates the process for attendee event registration as follows:

• Registering an attendee for the event will automatically register the account for the event if the attendee is associated to an account.

• Event Plan aligns with Roll-up, Event for (Step 1) Register for Event and Session (Step 2) Register for Session.

• Account (Finance users only) lists Roll-up, Register for Event and Auto Registered. Roll-up is connected with a one-way arrow to Register for Event. Attendee (Register for Session) is connect with a one-way arrow to Auto Registered.

• If an account has been manually registered for an event then a new contact registration with the same associated account will not impact the existing account registration.

Note: The term Pre-Registered in the preceding workflow indicates that the attendee has already been registered.

Attendees cannot register for a session until they have first registered for an event. Attendee records are rolled up to the Event Plan level for reporting purposes only.