Vendor Compliance Checks Workflow

Purpose

This workflow controls routing and status updates for Kit Item records in the billing schedule monitor process.

Behavior

• Evaluates record status and required fields before moving to the next step.
• Sets review fields used by saved searches and dashboard queues.
• Sends reminders when records remain unresolved.

Runtime and deployment

Area	Setting
Record type	Kit Item
Trigger	On create and edit
Release status	Released

Operational notes

• Review workflow states before changing approval fields.
• Test transitions with open records before changing release status.

Related configuration

This object references:

• Vendor Compliance Checks - connected through the billing schedule monitor process.
• kit-item - connected through the billing schedule monitor process.

Technical reference

Record identity

Item	Value
Record name	Vendor Compliance Checks Workflow
Script ID	customworkflow_demo_billing_schedule_monitor
Object type	Workflow
Source XML	Objects/customworkflow_demo_billing_schedule_monitor.xml

Project assignment

Item	Value
Primary project	Vendor Compliance Checks
Record types	Kit Item