Review and Close a Site Visit

If a Site Visit has been issued on a project by a Consultant, and you are the Contract Administrator, you will receive an Action Item on your Home page to review and close the Site Visit.

To review and close a Site Visit:

  1. Click on the Project that contains the Site Visit in your Action Items list.

Tip: Documents requiring your review will be labeled "Issued for Review" after the document title.

  1. Click the action item.

The Site Visit Close page displays.

  1. Review the Site Visit, and any attachments or comments entered by the Consultant.
  2. Complete any additional fields:
    1. Attachments
    2. Linked Documents
    3. Private Comments

  3. To action the Site Visit, select one of the action buttons from the top toolbar:

    1. the Site Visit. For more information, see Close a Document.

      What's next?
      A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.

    2. to close the Site Visit and create a Supplemental Instruction. For more information, see Issue a Supplemental Instruction (SI).

      What's next?
      The Site Visit has been closed and the Supplemental Instruction Edit page displays.

    3. If there is missing or incorrect information, return the document to the Consultant:

      • Enter a comment addressing the reason for returning the Site Visit.

      • Click . For more information, see Return a Document.

        Who's next?
        Consultant to review and issue the Site Visit. For more information, see Issue a Site Visit
        What's next?
        A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.