Completing and Submitting the Turnover Checklist

The sales representative initiates the turnover process after the quote status is set to Definite.

This process begins with the Turnover Checklist, a predefined assessment template with related questions (attributes) that is set up by the administrator to make sure that conditions are met before the event is turned over to the event execution team. For more information on setting up assessment templates with attributes, see Siebel Applications Administration Guide. The sales representative completes the Turnover Checklist and submits it for approval.

The Turnover Checklist can be submitted for approval any number of times. Each time the Turnover Checklist is revised and resubmitted, the iteration is tracked in the turnover record.

This task is a step in Roadmap for Finalizing a Quote and Managing Turnover.

To complete the Turnover Checklist

1. Navigate to the Quotes screen, then the List view.

2. In the Quotes list, query for the quote.

3. In the Quote record, click the link in the Quote Name field.

4. From the Quote form, click the Turnover view tab.

5. In the Turnover list, add a record, and then click the single select button in the template field to choose a predefined template.

6. Complete the remaining fields, and save the record.

   The following table describes some of the fields.

   Field	Comments
   Active	Indicates the active turnover record for the quote. When a new record is created, the Active flag is set. However, if the user creates a second turnover record, the user must manually set it to active.
   Template	The predefined turnover assessment template.
   Iteration Name	A unique identifier for the iteration which is automatically populated.
   Description	Automatically populated from the description associated with the assessment template selected in the Template field.
   Status	The turnover status. For example, submitted, accepted, and rejected.
   Turnover Date	The date the quote is turned over to event management. This value is a read-only, system-generated date and time.
   Turnover To	An employee at the property. The selected employee is automatically added to the team.
   Assessment Score	The actual score gained in the overall assessment of the event to see whether or not the event was successful. This score is calculated from the values specified in the turnover questions.
   Assessment %	The percentage score gained in the overall assessment of the event to see whether or not the event was successful. This score is calculated from the values specified in the turnover questions.

   When the record is saved, the checklist questions appear in the Turnover Questions subview.

7. Scroll to the Turnover Questions view, complete each question by updating the Values field, and save the records.

   Note: A score is automatically calculated from the values selected for the questions.

To submit the Turnover to Events Management

1. In the Turnover list, select the Turnover record.

2. In the record, change the values in the following fields:

   1. In the Turnover To field, select the person who is reviewing the Turnover Checklist.

      If no value is entered in this field, the submitted turnover record appears in the list on the Turnover Evaluation screen.

   2. In the Status field, change the value to Submitted.