Build your site closure checklist.

How to build your site closure checklist

1. 1

   Describe the job

   Coordinate site closure tasks, asset handovers and access-removal requests.

2. 2

   Review the first version

   Choose how the site coordinator records the site and how the handover reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your site closure checklist

• Keep the site in context

  Keep site, closure scope, asset handover, access removal request, document owner and completion together so the next person can understand the request or record.

• When the next step needs a decision

  A temporary office closes with two laptops still assigned to the site. Keep the asset handover open and record the receiving owner before marking administration complete.

• Keep completion visible

  Keep unconfirmed handovers open after the planned closure date.

• Choose what each person needs

  Give the site coordinator a working view and the handover reviewer a review view. Keep site and closure scope attached to the decision as the work moves between them.