Defining the List of Agreement Approvers

You must define a list of approvers so that the agreement is forwarded to the appropriate approver Inbox for approval or rejection.

To view a list of the agreements for approval, approvers can navigate to the Inbox Items view of the Inbox screen. For more information about using the Inbox, see Siebel Applications Administration Guide.

To define the list of agreement approvers

1. Navigate to the Administration - Application screen, then the Approval Admin view.

2. In the Approval Item list, select the Agreement Approval record.

3. In the Approval Flow Type field, select the correct option as follows:

   • Select Sequential to distribute the agreement approval to approvers in the sequence specified in the Sequence number (#) field.

     The agreement approval is routed to the next approver only if the current approver approves the request. If any approver in the approval chain declines the approval request, then the approval is rejected and no further routing is conducted.

   • Select Parallel to distribute the agreement approval to all approvers simultaneously for approval.

     The agreement approval is rejected if at least 1 approver declines the approval request.

4. In the Approval Stage list, create a new record for each user who must approve the agreement, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Sequence #	Displays a number for the sequence of the approval stage in the current agreement approval. Approval stages are executed in numerical order by using this number.
   Approval Type	Select a value for the approval type. Values include Position, Employee, and Either.
   Owner Login Name	Select the login name for the approval stage. This field is relevant only if the Approval Type field is Employee.
   Owner Position	Select the position for the approval stage. This field is relevant only if the Approval Type field is Position.