Close 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. Find and open the record you want to close.

2. Select the Status tab.

3. Select one of the closed options from the New status list menu.

4. Complete other fields as required.

5. Select Save.