Process of Setting Up Approval Templates

This process consists of tasks that administrators typically perform when setting up approval templates. Your agency might follow a different process according to its business requirements. For more information, see About Approval Templates and Routing.

To set up approval templates, administrators perform the following tasks:

• Creating Approval Templates for Investigative Cases

• Creating Approval Templates for Leads

• Creating Approval Templates for Benefits Cases

• Creating Approval Templates for Incidents

This process is a step in Roadmap for Administering Siebel Public Sector.