Update and Close a Cx Item Phase

Complete a Phase

If you are ready to close out a phase, and all checklists are complete:

Step by Step — Complete a Phase

  1. From within the desired Cx Item, click Update Phase Status.
  2. Click Complete.

  1. In the pop-up window, add additional comments if necessary.
  2. Click OK.
  3. In the Signature pop-up, add your signature.
  4. Click OK.

The complete Phase will show the status of Complete, along with a Finish Date Actual, and with the signature of the person.