Steps to Close Files
1. Log in to the System
2. Locate and click on the File Management module.
3. Within the module, go to Maintenance section and click on the Manage Files link.
4. Scroll down the page to display the full list of files currently available in the system.
5. Close an Individual File
- Find the specific file you wish to close.
- On the far right of the file, click the Action dropdown menu and select Close File from the list of options.
- A File Closing Summary Form will appear. Complete the form by providing the required summary details.
- Once finished, click on Post Summary. The file status will update to Pending Closure.
6. Bulk File Closure Process
- Select the files you wish to close by checking the corresponding checkboxes in the last column of the list.
- Scroll to the bottom of the page.
- In the Bulk Action dropdown menu, choose Close Files then click on Go.
- The selected files will be marked as pending closure
This will await approval from the designated file approver.