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SOP - Closing a Project

Standard Process

1. Final Documentation

  • Export reports of all signs in the project to create a snapshot of when the project closed. A thorough report would include maps, message schedule, artwork, and photos, in addition to any custom reports with history or approval status as necessary.
  • Bulk edit all installed signs to include a project identifier. This could be the project number, PO, or relevant tracking number. Put this information into a global field titled "Job Number".

2. Sign Management

  • Merge completed signs back into the Manage project, making them the current version
  • Each sign will retain the tag of the job number it was updated on

3. Handling Non-installed Signs

  • For signs not installed (removed or unimplemented), include them in an export with artwork, location plans, message schedule, and photos. This will create a record in case the unimplemented signs every need to be referred to.
  • Delete signs from SignAgent

4. Project Completion

  • At completion the project should be empty of signs. It can then be deleted.

 

Incomplete Location Plans

When a project has concluded, the full updated floorplan may not be available yet. The normal process of "Active Projects" and "Managed Assets" doesn't account for this grey area and so adds a third category of "Completed But Awaiting Floorplans". See this article for more information on moving signs between full floor plans and construction drawings. 

1. Documentation & Clean Up

  • Export a report to create an end-of-project snapshot

  • Add the job number to a global detail field called Job Number and add the job number to all signs within the project

  • Delete any signs that were not installed or otherwise removed from scope

2. Manage Signs (temporary)

  • Create a project titled "Manage- Awaiting Final Floor Plans" with a state titled "Holding" for clear classification. The signs from every project that closes but are awaiting full location plans will all be placed into this project as a holding zone.

    • This is a one time action. If this Project and State already exist simply transfer the signs to it.

  • Select all signage on the subset floor plan, and move them into the Holding state.

Once Floor Plans have been received 

3. Update Held Signs

  • Once the updated finalized floor plans have been received, you will upload or replace the existing full location plan.

  • Select all signs on the subset location plan and move them to the full location plan.

  • Merge these signs back to the Manage Project.