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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Closure Feature

Overview

The Closure Feature allows users to close a reporting period within the Work Area Performance Report (Work Area PR).

Once a reporting month is closed, the system locks the reporting period to help preserve operational records and prevent further updates or modifications.

The Closure Feature is managed through the Comments window within the Work Area PR.

Note: The Closure Feature is only available within the Work Area Performance Report.

How to Close A Record

  1. Open the Work Area Performance Report

  2. Select the required block

  3. Toggle on the "Close this Operation" to close the block

  4. The operation will be in grey color with a small number, indicating that they're closed.

How to Close The Entire Day

  1. Open the Work Area Performance Report

  2. Select the required date

  3. Toggle on the "Close this Day" to close the entire day's operations

  4. The entire operation of the day will be in grey with a small number, indicating that they're closed.

How to Close The Entire Month

  1. Open the Work Area Performance Report

  2. Click the Comments Icon located in the report header

  3. Toggle on the "Close this Month" to close the entire month's operations

  4. The entire operation of the month will be in grey with a small number, indicating that they're closed.

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