TaskRox Help & User Manual

Closeout is the project completion workspace. It sits after Reports in the project module list and guides the team from delivery evidence through lessons learnt, operational readiness, handover evidence, close-out reporting, follow-on actions, contract improvements, and final archive.

The overview brings together: - close-out report status - lessons learnt counts - open RFIs, NCRs, HSE actions, MOCs, decisions, and follow-on actions - operational readiness percentage - archive readiness advisories - final archive state

Closeout is guided, not forced. Advisory checks warn the team before archive, but authorised users can continue after explicit confirmation.

The Close-Out Report tab lets the team build a structured completion report from TaskRox data and project narrative.

Use it to: - select and reorder report sections - edit narrative sections - pull KPI and readiness summaries from project data - include lessons learnt, follow-on actions, contract improvements, and appendix evidence - move the report through draft, in review, and finalised states - export a DOCX or open the print-ready report preview for PDF printing

Lessons learnt can be captured from day one, not only at the end of the job.

Each lesson records: - positive or negative type - title and description - supporting explanation - underlying causes for negative lessons - recommended future behaviours - critical lesson flag - linked records such as photos, documents, RFIs, NCRs, HSE records, MOCs, and decisions

Report wording can be adjusted without changing the original lesson record.

Operational Readiness tracks handover, commissioning, documentation, training, and support items with status, due dates, required flags, and completion notes.

Follow-On Actions capture work that must continue after practical completion, with owner, priority, status, due date, and linked records.

Contract Improvements capture what should change next time: clause or scope reference, recommendation, rationale, owner, priority, status, and source links. This turns project closeout into reusable procurement intelligence.

The Archive tab is the final controlled step. It reuses the existing project archive system, but Closeout now provides the workflow and readiness context before freezing the record.

Archive readiness checks look for missing or incomplete closeout material such as no final report, no lessons learnt, open RFIs, open NCRs, open HSE actions, incomplete readiness items, and open follow-on actions.

When a project is archived it becomes read-only. It can be unarchived from Closeout by users with the right permission.