Determining Settings for the Workflow Policy and Policy Conditions

This task is a step in Process of Planning a Workflow Policy.

To determine the settings for the Workflow Policy and Workflow Policy conditions, you can identify the properties of the Workflow Policy and policy conditions to modify, identify the Workflow Policy object to monitor in the Siebel database, and determine the duration for the monitoring interval.

The following able describes an example plan that details the type of information to monitor for a Workflow Policy.

Name	Workflow Policy Object	Workflow Policy Group	Duration
Email Confirmation of SR	Service Request	Medium Frequency Allows you to put Workflow Policies in Groups.	Duration indicates the time that must elapse before Siebel performs an action. Each Workflow Policy includes one duration. If an action must occur after one hour, two hours, and six hours, then you must define a different policy for each duration.

The following table describes an example plan for the Workflow Policy conditions.

Field in the Workflow Policy Condition	Operation	Value
Service Request Severity	=	1-Critical
Service Request Status	=	Open

A Workflow Policy condition includes an expression. The Condition Field identifies the table column that Siebel monitors in the Siebel database. Siebel reads the value for a Workflow Policy condition from a drop-down list that it defines at the table column level. The value that the operation requires for the condition that you define must be available in this drop-down list. IN and NOT IN are example values. If these values are not available, then the Workflow Policy cannot call the Workflow Policy action.