SOP 30 · Advanced administration · 2026-10-12

Publish run requirements and review closeout exceptions

Configure explicit checkpoint requirements and review incomplete or unknown closeouts.

Web · Administrator / Supervisor

1. 1

   Step 1 Choose the property

   Open Manage > Run requirements and select the intended property. Current requirements are read-only until you choose Edit requirements.

2. 2

   Step 2 Define a new version

   Under Edit requirements > Publish run requirements, enter the template details, phase, checkpoint requirements and route notes. Review required versus optional items.

   

3. 3

   Step 3 Publish and inspect

   Select Publish new version and verify it under Current phase templates. New runs use the applicable effective version.

4. 4

   Step 4 Review exceptions

   Open Review > Run closeouts and select the property. The queue starts with Needs review; use search and status filters to find a run or review history. Select a run to inspect accepted, missing and unknown evidence and the employee reason.

5. 5

   Step 5 Record the review

   Choose the review decision and note, select Mark as reviewed, then Confirm review.