CloseOut Process Walkthrough | Scribe

    CloseOut Process Walkthrough

    The CloseOut process is essential for ensuring that all aspects of a project are completed, documented, and archived properly. It allows for a smooth transition from project execution to project completion.

    CloseOut Process Overview

    CloseOut Overview

    Closeout Activation

    The first step to have the CloseOut module turned on your project follow the following steps.

    CloseOut Activation

    Setting up CloseOut

    CloseOut Wizard: Use the to guide you through each step of the process systematically.

    CloseOut Wizard

    Roles and Responsibilities

    Ensure all team members are aware of their responsibilities during the CloseOut process.

    Identify key personnel involved in the CloseOut, including those mentioned in

    CloseOut Responsible Parties

    .

    CloseOut Overview

    CloseOut Home

    Provides an overview of the closeout process by identifying required items, designating responsible parties, and ensuring all project milestones are achieved.

    CloseOut Home

    CloseOut Log

    The CloseOut Log simplifies the closeout process by guiding users through item selection and equipment turnover, while also tracking items, their assigned responsibilities, and their progress through the approval process.

    CloseOut Log

    CloseOut Checklist

    Complete all necessary documentation required for the CloseOut. Utilize the CloseOut Checklist to ensure all items are covered.

    CloseOut Checklist

    Utilizing CloseOut Tools

    Equipment Turnover

    Ensure all project equipment is accounted for and properly documented. Refer to Equipment Turnover for detailed procedures on transferring equipment ownership and responsibilities.

    CloseOut Equipment Turnover

    Linking Items

    Create links between related items to maintain context and clarity. This can be done using the guidelines from

    Linking Items within CloseOut

    Uploading Files and Found Files

    Uploading Files and Found Files to a CloseOut Item

    Approving and Rejecting Items

    • Once all items have been reviewed, proceed to the approval stage. Refer to Aprroving and Rejecting a CloseOut Item for steps on how to finalize the review process.

    Approving and Rejecting a CloseOut Item

    Final Review

    Conduct a thorough final review of all completed documentation and ensure all items have been addressed according to the CloseOut Checklist.

    CloseOut Checklist

    Confirm that all responsible parties have reviewed and acknowledged their respective tasks in the CloseOut process.

    Conclusion

    The CloseOut process is crucial for project completion and sets the stage for future projects. By following the outlined steps and utilizing the resources provided, teams can ensure a smooth and efficient CloseOut experience.