Siebel Hospitality Guide > Finalizing a Quote, Turnover, and Confirming Event Details >

Reviewing and Accepting or Rejecting the Turnover (Event Manager)

When the Turnover Checklist is submitted to Events Management, the turnover record becomes read-only, and the Turnover Date field is populated with the current date. The active turnover record appears on the home page of the designated events manager or team member, and it appears in the Turnover Evaluations screen list.

After reviewing the turnover, the events manager can either reassign the Turnover Checklist or accept or reject it. The events manager reassigns the Turnover Checklist by updating the Turnover To field.

This task is a step in Process of Finalizing a Quote and Managing Turnover.

To review the Turnover Checklist

1. Navigate to the Turnover Evaluations screen.
2. In the Turnover Evaluations list, query for the Turnover Checklist.
3. Review the checklist, update the status to In Process, and then change the status to either Approved or Rejected.

   NOTE:  If the Quote Turnover is accepted, the event manager owns the event. If the Quote Turnover is rejected, the turnover record is returned to the sales representative for revision and submission again.