Skip to main content

Closure Items

Closure Comments can be added to the MOC/REC after implementation. All Users with permission that are assigned to the Location can enter Closure Comments. Comments entered become a permanent part of the MOC/REC record and are printed on the Detailed Report.

To enter comments to close items the User must first Assign Closure Items.

To select an available checklist:

  1. Click on the available checklist that has not been assigned to the MOC to highlight the checklist.
  2. Click on the arrow facing to the right
  3. The checklist will be displayed in the grid

The Responsible Person can select to assign all templates to a person or assign by template to individual persons by the following steps:

  1. If the responsible person will be assigning all checklist(s), the user will first click on the check box to activate the Assign all to. Use the drop down to select the person that will answer the evaluation questions. If the responsible person want to assign by checklist, find the checklist in the grid and click the Selected Assigned To. Find the person to answer the evaluation questions and click on that name.
  2. In both instances All Evaluation checklists or individual checklist will need a target date. To enter the target date, the user can click on the graphical calendar or type in the date.
  3. To save the assignments and display the questions, click OK.

Once the checklist items are assigned the questions will show in a grid with the Checklist Title.

Clicking on the OK button opens the Closure Items window, displaying all Closure Templates and Checklist Items assigned to the MOC. All Closure Items are accessible by clicking on the Closure Items in the workflow. The Responsible Person assigned to the location must then choose the appropriate Checklist Items from the assigned Closure Templates on both the Closure and Closure Items Window(s).

The following fields are displayed on the Closure Details Windows:

  • Is Required – When the Checklist Items are created, the User has the option of choosing whether or not the item must be addressed by Question and/or Attachment. If the Checklist Item was marked as ‘Required’, it must be assigned and closed for each applicable MOC. The Responsible Person or Actionee assigned to the Location is not allowed to remove any Closure Checklist Item that is marked as ‘Required’ in the Administration Module. The default displays all Closure Items as ‘Required’. To determine which Closure Items must be addressed, the questions will be displayed in a bold font.
  • Workflow Step – The User can expand the question and select whether or not this is for Pre-Start up or Closure in the Workflow step drop down. If the Checklist Item was marked as ‘Closure Items’, it must be closed prior to start-up for each applicable MOC. If the Closure Items step in the workflow is marked completed, this drop down field will be disable and not visible.
  • The drop down Workflow Step field list can increase based on the customer's workflow configuration. These examples are taking into consideration the standard MOC workflow.
  • Checklist Title Name – The Checklists created in the Administration Module.
  • Question Text – The Checklist Items created in the Administration Module.
  • Comments – The assignee must enter comments when closing the Closure Item.
  • Assigned To – Assigning all Closure Checklist Items on the Select Checklists Window automatically populates this field. The field can also be populated on each individual Closure Checklist Item. The list of Users represents Users assigned to the Location where the MOC resides. The Responsible Person or a User with appropriate roles and tokens in the location can change this assignment.
  • Target Date – The date by which the Item should be closed. This can be mass populated on the Select Checklists Window or assigned individually on the Closure Window.
  • Closed – The assignee clicks in this box below to close the assigned Closure Item.
  • Attachments – The assignee can add attachments. If the attachment is required, the assignee cannot close the item until the attachment is created and saved. This will be displayed by a paperclip and asterisk. Once the attachment is added the paperclip will have a number to the right.

Adding a User Defined Closure Item​

The following steps is how to add a new Closure Item:

  1. Click Add New Question below the Record Options.
  • Question Text - Enter a detailed question of the Closure Item.
  • Assigned To - Choose the appropriate person who is responsible for closing the Closure item from the drop down list. This represents the users available to do this task by Location.
  • Target Date - Enter the date in which the Closure item should be closed. If this date is not met, an email is generated by BadgerMail.
  • Is Required - This will allow the User creating the question to define whether this is required and if an attachment is required.
  1. Click Save to add the question to the grid.
  2. Click Save under the Record Options to save to the database.

Closing a Closure Item​

Assignees can access their assigned Closure or Closure Item by using one of three methods.

  1. Double clicking on the URL address in the BadgerMail received. This will open to the Resolution Tracker and the User can select the Closure Items from the workflow.
  2. By clicking on the assignment in the My Assignments displayed on the Resolution Tracker Home Page.
  3. Selecting Search and Report on the Home Page (the magnifying glass icon). Once the MOC is displayed, click on the link under Reference ID to access the assignment.

To close an Closure item, the User will go to the assigned question and can use the arrow facing right to expand the question details. There the User can add comments, decide if it is a Closure Item that can be done after implementation of the MOC and also attach documents or URLs. Once all Closure Items are closed, the User will click the Complete Step.

  1. Expand the Question by clicking on the right facing arrow. The Question Details will open.
  2. Click on the Response. Based on the response type and answer the User may have additional questions to answer.
  3. Enter any comments for closure.
  4. The User can add documents, spreadsheets or URL as an attachment.
  5. Click on the Closed Checkbox.
  6. Click Save.
  7. Once all Closure items have been closed the User will click the Complete Step.

Add Attachments to a Closure Item​

To add attachments to an item in the checklist, the user will click the Edit Attachments. An attachment window will open and the user can add documents, spreadsheets, presentations and pictures by doing the following:

  1. Enter the Attachment Name
  2. Select the file type. A URL will be used for web pages and File will be the documents. spreadsheets, etc.
  3. Click on the Select Files button a window will open to allow the user to browse and choose a file to upload.
  4. Using the drop down Select the Category of the record. The category is maintained in Administration>Selections>General>Attachment Category.
  5. Click the Add button to add the attachment to the grid.
  6. The grid will have information on the attachment such as name, location, category. The user can also download or view the attachment

To Edit the Attachment​

  1. Click the Edit button
  2. Change the Attachment Name
  3. The user can change the Category
  4. Click the Update button

To Delete the Attachment​

To delete the attachment click on the X to the right of the Edit button.

Click the Done button to close the window.

The attachment will be displayed by a paperclip and a number to the right.

The User will continue to close all evaluation questions. Once all evaluation questions are closed the Responsible Person can click on the Complete Step under the Record Options. The User will see under the Record Details that the status is Completed and the View Report icon will be displayed and active.