Close Out a Project
Once a project is completed, it is recommended the Project be identified as such within Onware as well.
Note: Only Project Administrators and Software Administrators can close out a project.
We encourage you use the following as a baseline for creating your own unique project close out.
Project Close Out Checklist
☐ Record the Project End Date. For more information, see Edit a Project.
☐ Export any project documents using the Onware Mobile app.
☐ Inactivate specific users accounts. For more information, see Edit an Existing User.
Note: Users may be active on other projects. To avoid inactivating users who may be on other projects, use the User-Project Activity The User-Project Activity feature allows you to easily add and remove users from projects. By searching for a user, you can also see which exisiting projects they are on and any available projects they can be added to. feature on the Project Directory Search page to verify a user's project activity. For more information, see User-Project Activity Tool.
☐ Inactivate the project. For more information, see Inactivate a Project.