The XBS Audit Checklist in PREO has three main components:

For every proposal that is submitted for processing, the user must complete the "Submit for Review" checklist. (This is the yellow section on the XBS Audit Checklist excel file)

The user is prompted with a question and can answer Yes, No, or N/A. If the user answers "Yes" to any question, the proposal is flagged for Deal Admin review.

Once submitted, the proposal sits in the "Under Review" queue awaiting Order Processing review. These users go through a more in-depth checklist (the remaining questions from the XBS Audit Checklist excel file) and answer Yes/No/NA

If the user answers "No" to any of these questions, they must work with the Rep on the deal until all answers can be answered "Yes" to move the deal forward using the "Proposal Review Board"

For deals that are flagged for Deal Admin Review from the initial Rep Checklist, an additional step must take place.

These Proposals will have a message across the top of the proposal and also be visible in the Deal Admin review queue on the Order Management page.

Completing the Deal Admin review is simple and only requires a single checkbox. Only elevated "Deal Admin" users have access to complete this review.

Deal Admin Review does not prevent a Proposal from being processed, but it will prevent the proposal from advancing to the "Fulfilment" stage.