Closing a Record

When you complete the records such as finish the tasks or work orders, or appraise the record is unworthy of tracking, you can close the record where you record the responsible party, status, closed date and detailed description.

To close a record

  1. Navigate to the portlet you are working in, and use Search to locate the record you want to work with.

    Civic Platform displays the list portlet.

  2. Select the record.

  3. Hover your mouse over the Menu button in the record list portlet to display the drop-down menu, then choose Close.

    Civic Platform displays the close record window.

  4. Complete the fields with available data, then click Save. For a description of the fields, see Application Record Fields.

    Civic Platform closes the record.