Prepare project records for Closeout

Closeout packages reflect source records. Correct and publish those records in their own workflows first.

Best for: Project managers and tool owners · Requires: Source-feature access.

Before generation:

• Organize Documents and confirm folder sharing and file names.
• Publish the correct Specs and Drawings.
• Complete or clearly status RFIs, Submittals, Meetings, Quality Items, and Inspections.
• Review Daily Logs and their attachments.
• Organize Photos and add useful descriptions.
• Confirm financial records and permissions when including financial sections.
• Export a spot-check from each critical source workflow when presentation matters.

Closeout generation is not an approval step and does not change the source records' status.

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