Updating a Closeout Checklist Item
Last Updated: October 02, 2023
A closeout checklist is also generated once for each project and is opened when the project is nearing completion. The Project Manager or the Junior Project Manager updates a closeout checklist item by assigning owners for accountability of the item to ensure that all required actions are taken for project documentation and closure.
To update a closeout checklist item, below are the steps to follow:
Head to Quality and Safety module (Project Dashboard > Sidebar > Quality and Safety) and select Closeout Checklist.
On the Closeout Checklist summary page, click on Create Ticket.
On the Closeout Checklist form, fill out the Subject field and General Details section. Select the Scope, fill out the Author field, and enter the Date to Complete the project.
Date Created/Date Revised are system generated date and will be updated automatically when you update the checklist.
Use the Filter by dropdown list find the items by status. Click the Search button upon selecting which status.
Not Started
In Progress
Pending
Closed
Rejected
Open
Then in the Closeout Checklist section, tick the box of items you want to update then assign Owner/s for specific items and select an Action for each item.
In File (Hard Copy)
In File (Soft Copy)
Not in File
Not Applicable
Relevant documents can also be attached to checklist items. To attach a document, click on Add a File. If there is no softcopy of the document available, you can paste the link in File Location field.
To update the status of an item, click on Status and select from the options provided.
Not Started
In Progress
Pending
Closed
Rejected
Open
Add Remarks if any.
Once all items are updated, click Submit Ticket. The checklist will be routed to a Senior Project Manager for review.
The approver reviews the checklist items and can download the attached files.
The approver could reject the ticket if revisions needed and add Remarks or leave feedback in the Comments tab.
Click the ✔ icon to approve the ticket.
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updating a Closeout Checklist Item
A closeout checklist is also generated once for each project and is opened when the project is nearing completion. The Project Manager or the Junior Project Manager updates a closeout checklist item by assigning owners for accountability of the item to ensure that all required actions are taken for project documentation and closure.
Instructions:
To update a closeout checklist item, below are the steps to follow:
Head to Quality and Safety module (Project Dashboard > Sidebar > Quality and Safety) and select Closeout Checklist.
On the Closeout Checklist summary page, click on Create Ticket.
On the Closeout Checklist form, fill out the Subject field and General Details section. Select the Scope, fill out the Author field, and enter the Date to Complete the project.
Date Created/Date Revised are system generated date and will be updated automatically when you update the checklist.
Use the Filter by dropdown list find the items by status. Click the Search button upon selecting which status.
Not Started
In Progress
Pending
Closed
Rejected
Open
Then in the Closeout Checklist section, tick the box of items you want to update then assign Owner/s for specific items and select an Action for each item.
In File (Hard Copy)
In File (Soft Copy)
Not in File
Not Applicable
Relevant documents can also be attached to checklist items. To attach a document, click on Add a File. If there is no softcopy of the document available, you can paste the link in File Location field.
To update the status of an item, click on Status and select from the options provided.
Not Started
In Progress
Pending
Closed
Rejected
Open
Add Remarks if any.
Once all items are updated, click Submit Ticket. The checklist will be routed to a Senior Project Manager for review.
The approver reviews the checklist items and can download the attached files.
The approver could reject the ticket if revisions needed and add Remarks or leave feedback in the Comments tab.
Click the ✔ icon to approve the ticket.
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 29/12/2023
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