Tip! Based on your permissions within CloseOut you may or may not have the ability to Approve and Reject Items.

Click the CloseOut Item you are ready to Review.

Click on the file name to open and verify that it is the correct file for the item.

Tip! Every item that is uploaded to creates a transmittal for that item.

Click 'Approve' button if everything looks to be correct.

Click "Submit" on the remarks page and leave any remarks that need to be made.

Your will then see the Item now shows as "Completed" in the Log.

Click the CloseOut Item you want to view.

Click the 'Reject' button if there is a reason it should be rejected.

Add in a remark to why the item was rejected and click "Submit".

You will see the rejected item within the log and is now closed.

You will also see that the revision is automatically created for you, right above the rejected item. If you click on the revision, it will bring you to the ‘New’ revised CloseOut item.

The new item will start the process all over again and the new files can be uploaded.

Number
FAC-ELE-0014-1
Name
Functional Forms
Description
Status
New
Due
10/01/2024
Priority
3
Search Tags
Equipment, Schedules, Electrical
Files - 0

Buildflow

This guide is essential for anyone involved in the CloseOut process, providing a step-by-step approach to efficiently approve or reject items. It clarifies the necessary actions, including how to verify files and submit remarks, ensuring that users can navigate the system confidently and maintain accurate records. Additionally, it highlights the automatic creation of revisions, streamlining the workflow for rejected items. Viewing this guide will enhance your understanding and execution of essential CloseOut procedures.

Approving and Rejecting a CloseOut Item

Approving a CloseOut Item

Rejecting a CloseOut Item