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Siebel Hospitality Guide > Finalizing a Quote, Managing Turnover, and Confirming Event Details > Reviewing the Turnover ChecklistWhen the Turnover Checklist is submitted to the event manager, 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 event manager or team member, and it also appears in the Turnover Evaluations screen list. After reviewing the turnover, the event manager can either reassign the Turnover Checklist or accept or reject it. The event manager reassigns the Turnover Checklist by updating the Turnover To field. There are three levels of visibility for turnover evaluations as follows:
This task is a step in Roadmap for Finalizing a Quote and Managing Turnover. To review the Turnover Checklist
Reviewing Quotes on the Turnover Evaluations CalendarThe Turnover Evaluations Calendar displays the quotes that have been assigned to an event manager or to an event manager's team. The quotes are displayed in the calendar according to their arrival dates. This is useful for an event manager who must accept turnover evaluations. If the arrival date of a quote is approaching, then the event manager can use the Turnover Evaluations list next to the calendar to accept or reject the evaluation. NOTE: In order for an event manager to view quotes in this view, the Event Manager field for the quote must be populated with that event manager's name. |
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