<?xml version="1.0" encoding="utf-8" ?>
<checklist title="Order Gateway Checklist" name="Consultant:" item="Item:">
<tab name="Coversheet">
<group name="Opt-Out">
<block name="block1" type="checkbox">
<box name="box1" text="This is a type of package not worked by the Order Gateway and no other fields are required." checked="<font color="red">This package was not scrubbed by the Order Gateway.</font>" />
<label name="label1" text="Note: This normally only applies to Wellpoint packages and SLA customers." />
</block>
</group>
<group name="Basics">
<block name="block2" type="checkbox">
<box name="box2" text="The CPE Coversheet is filled out completely and correctly and is the current version." checked="The CPE Coversheet is filled out correctly." unchecked="CPE Coversheet not present or verified." />
<box name="box3" text="The CPE Site Spreadsheet is included with address(es), quote, and PO numbers." checked="The CPE Site Spreadsheet is filled out correctly." unchecked="CPE Site Spreadsheet not present or verified." />
<box name="box4" text="Package is a Change Order." />
</block>
</group>
<group name="Change Order" dependent="box4">
<block name="block3" type="checkbox">
<box name="box5" text="Current Change Order form used." checked="Current Change Order form included in the package." unchecked="Change Order form not present or verified." />
<box name="box6" text="Customer signature included." checked="Customer signature included on Change Order form." unchecked="Customer signature not present or verified." />
<box name="box7" text="Email from logistics included for any return equipment. (COPS)" checked="Email from logistics included for return equipment." />
<box name="box8" text="CQI included. (D1)" checked="CQI is included" />
<box name="box9" text="Labor is being added or subtracted." />
<block name="block4" type="checkbox" dependent="box9">
<box name="box10" text="OPs approval included." checked="OPS approval included for labor" unchecked="OPS approval for labor not present or verified." />
<box name="box11" text="CD approval included." checked="CD approval included for labor." unchecked="CD approval for labor not present or verified." />
</block>
</block>
</group>
</tab>
<tab name="Quote">
<group name="Quote">
<block name="block5" type="checkbox">
<box name="box12" text="All pages of the CQI or NMA quote are included in the package." />
<box name="box13" text="The date on the CQI is within 45 days of when the customer's contract was issued." />
<box name="box14" text="The CQI does not say "unapproved"." />
<box name="box15" text="Vendor discounts are supported.">
<text name="text1" text="Explain what supports the vendor discounts here." />
</box>
<box name="box16" text="All margins are verified and required discount approvals are provided by:" />
<block name="block6" type="radio" dependent="box16">
<radio name="radio1" text="Signatures on the CQI." />
<radio name="radio2" text="Email referencing the quote number(s)." />
<radio name="radio3" text="Other.">
<text name="text2" text="Explain." />
</radio>
</block>
<box name="box17" text="Vendor maintenance is supported. Cisco Smartnet does not require support.">
<text name="text3" text="Explain what supports the vendor maintenance here." />
</box>
<box name="box18" text="Subcontractor labor and material are supported.">
<text name="text4" text="Explain what supports the subcontractor charges here." />
</box>
<block name="block7" type="checkbox" dependent="box18">
<box name="box19" text="FOA approval is attached. This is required for both subcontractor material and labor." />
</block>
<box name="box20" text="VCAP dollars are supported by VCM approval." />
<box name="box21" text="Credit approval is included if package is over $200,000" />
</block>
</group>
</tab>
<tab name="Contract">
</tab>
<tab name="Labor">
</tab>
<tab name="Other">
</tab>
<tab name="Routing">
</tab>
<tab name="Exceptions">
</tab>
</checklist>