Creating an account request workflow for a manual service

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The first step in this scenario is to create a workflow that is used whenever an account is requested for the service that you created.

Before you begin

Depending on how your system administrator customized your system, you might not have access to this task. To obtain access to this task or to have someone complete it for you, contact your system administrator.

In the previous administrator scenario, the administrator created a manual service named LedgerAccount. In this scenario, the service owner of this manual service creates an account request workflow for that service.

About this task

To design an account request workflow, complete these steps:

Procedure

  1. Log in to the administrative console as service owner jowner.
  2. From the navigation tree, select Design Workflow > Manage Account Request Workflows.
  3. On the Manage Account Request Workflows page, in the Account Request Workflows table, click Create.
  4. On the General notebook page, type the following information for your workflow:
    Name
    Type Ledger service approval.
    Description
    Type Approval for the LedgerAccount service.
  5. From the Service type dropdown list on the General notebook page, select LedgerAccount.
  6. Click the Activities tab. On the Activities page, complete these steps:
    1. In the Select method for defining activities field, select Simple.
      If you want to create a different sequence of activities for approval, there is an advanced design.
    2. From the Simple Activities Definition table, select Create an approval activity and then click Go.
  7. On the Approval Activity page, specify the following information and click OK:
    Activity name
    Type Manager Approval for ledger accounts.
    Approver type
    Select Manager.
    Escalation time in days
    Type 10. The request escalates to the specified escalation participant when this interval of time expires.
    Escalation participant type
    Select Administrator.
  8. On the Activities notebook page, click OK.
  9. On the Success page, click Close.