Closeout checklists - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Classic Help

Language
English
Product
Intergraph Smart Materials
Subproduct
Classic
Search by Category
Help
Smart Materials/Smart Reference Data Version
10.1

Contractors can manage and track all closeout items on SM.20.11 Subcontractor Administration, on the Closeout Checklist tab. For example, you can create and maintain a checklist of deliverables with dates and sign-off for each deliverable. You can also document post-closure actions such as the return of confidential documents.

The Closeout Checklist tab is read-only for subcontractors.

Enter closeout items

  1. In the menu tree, navigate to Smart Materials > Site > Subcontract Management > SM.20 Subcontracts.

  2. Double-click SM.20.01 Subcontractor Workload.

  3. Enter a query.

  4. Double-click an agreement number to display SM.20.11 Subcontract Administration.

  5. On the Closeout Checklist tab, use the LOV in the Closeout Category field at the bottom to select a category.

  6. Click Populate All.

    The software copies all checklist items assigned to the closeout category (on SM.10.23) onto the Closeout Checklist tab.

    SHARED Tip You can also enter checklist items manually or using the LOV on the Seq field.

Approve a checklist item

Before approval, do the following:

  • Set up the approval template type called Closeout Checklist Item on A.20.45 Approval Templates.

  • Assign the approval template to the ZP_APRCLOI project default on A.20.12 Project Defaults.

  • Grant the CLOI APPROVAL privilege on A.10.18 Privileges.

  1. On the Closeout Checklist tab, select the Ready for Approval check box for an item.

    The approval template assigned to the ZP_APRCLOI project default populates the approval sequence, and e-mail is sent to the first approver in the sequence.

  2. Approve the item via the link in the e-mail message or by using A.20.49.

SHARED Tip When an item has been approved by all approvers, it is ready to be closed.

Close a checklist item

  • On the Closeout Checklist tab, select the Ready for Close check box for an item.

SHARED Tip When all closeout items are marked as Ready for Close, the Close button at the bottom of the screen becomes available.

Close a checklist

  • On the Closeout Checklist tab, click Close.

The ZP_CONSCLS project default controls whether the agreement is locked for further modification.