Defining a Workflow Policy Group

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

To define a Workflow Policy, you begin by defining a Workflow Policy group. For more information, see Creating a Plan for the Workflow Policy Group.

To define a Workflow Policy group

1. In the Siebel client, navigate to the Administration - Business Process screen, then the Policy Groups view.

2. In the Policy Groups list, create a new record and set the following values:

   • In the Name field, specify the name of the Workflow Policy group. A Workflow Policy can belong to only one policy group. The name can contain no more than 30 characters.

   • (Optional) Enter comments in the Comments field to describe the purpose or use of the policy group.

3. In the Policies list, create a new record with the values shown in the shown in the following table.

   Field	Usage
   Name	Define the name of the Workflow Policy that is included in the Workflow Policy group.
   Object	Define the Workflow Policy object for which the Workflow Policy is defined. For example, Service Request, Opportunity, or Quote.
   Activation	Define the date and time when Siebel CRM must activate the Workflow Policy. If this field is null, then Siebel CRM activates the Workflow Policy immediately. For more information, see Grouping Workflow Policies That Include Similar Durations.
   Expiration	Define the date and time that the Workflow Policy expires. If this field is null, then the Workflow Policy is active indefinitely.
   Comments	Define comments that describe the purpose or use of the Workflow Policy.

4. Repeat step 5 for each Workflow Policy you want to include in the group.

   If, at some point in the future, you must reassign the Workflow Policy to another group, then see Moving a Workflow Policy to a Different Group.