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Lada Paunovic
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How to manage your password?
Published August 23rd, 2021 by Lada Paunovic
How to change your password? 1. Log in to your CloseOut web app.2. Click on your initials in the top right corner of the CloseOu t app window and choose User Settings .3. In the User Settings, choose Account settings to see and edit your data.4. Click on the change password link underneath your last name. The new window will open for a password ch
How to add or edit a comment on an already uploaded picture?
Published September 12th, 2023 by Lada Paunovic
When uploading a photo, it is possible to put a comment with it or upload it without any comment. If you need to edit a comment on an already uploaded picture or to add a comment on a photo that was uploaded without any, you can do that by following the next steps: Log in to the CloseOut app. Choose a project, site, and a placeholder where the photo
How to set Time Rejected notification?
Published October 15th, 2021 by Lada Paunovic
In CloseOut, you can manage your notifications for Time Rejected, based on your preferences. If the time that you have clocked in on a specific project is rejected by your time validator, you will be notified. Whether you want to receive your notifications on your mobile, web app, or email, you can configure that in the User Settings section. Log in
How to manage notifications?
Published July 21st, 2021 by Lada Paunovic
In CloseOut, you can manage your notifications based on your preferences. Whether you want to receive your notifications on your mobile, web app, or email, you can configure that in the Settings section. Log into CloseOut. On the top left corner, click on the main menu and choose Settings . In the Settings section, choose Notification Settings . In
Android Battery Saving Settings for Time Tracking
Published November 30th, 2021 by Lada Paunovic
Android manufacturers have introduced several settings to conserve battery and improve the overall performance of mobile devices. Unfortunately, these settings terminate background apps including GPS tracking apps such as CloseOut. This results in coordinate gaps and incomplete tracking sessions. To ensure the full and proper use of CloseOut’s app w
Administration of Templates
Published August 23rd, 2021 by Lada Paunovic
Here you can find the list of articles that can guide you through the administration of Templates: Managing Workflows: Managing Export: How to create a new workflow template? How to exclude or include a folder or a placeholder from the export of close out package? How to create a workflow template using import? How to set the ZIP path for close out
iOS Battery Saving Settings for Time Tracking
Published December 2nd, 2022 by Lada Paunovic
iOS manufacturer has introduced several settings to conserve battery and improve the overall performance of mobile devices. Unfortunately, these settings terminate background apps including GPS tracking apps such as CloseOut. This results in coordinate gaps and incomplete tracking sessions. To ensure the full and proper use of CloseOut’s app
How to map out Excel close out package?
Published July 3rd, 2023 by Lada Paunovic
Send your Excel template to your customer support manager to be added to your company's tenant. 1. Go to Administration>Templates 2. Select a project. On the right, you will see its folder structure. 3. Go through the folder structure and find a specific photo placeholder you would like to have a different ZIP path in the export and click on the
How to schedule a site for work?
Published July 27th, 2021 by Lada Paunovic
Once you've prepared your project, you can use the Work Scheduler option to organize work in your specified site. To schedule site for work: Log into CloseOut. Open Work Scheduler . In the list, you will see all the projects where you have been assigned with the PM role. Click on the arrow "Expand sites" to open all scheduled sites on all the pro
User documents
Published November 30th, 2021 by Lada Paunovic
While using the CloseOut mobile application, you can have every document and certificate that you have uploaded in the palm of your hand, and download it to your mobile phone. 1. Log in to your CloseOut mobile app.2. Open the Main Menu.3. Select the My Documents option. Image Caption You can see certificates that are up to date or expired and need
How to set Rejected Document notification?
Published October 15th, 2021 by Lada Paunovic
In CloseOut, if you are uploading documents, you can manage your Rejected Document notifications based on your preferences. Whether you want to receive your notifications on your mobile, web app, or email, you can configure that in the User Settings section. Log into CloseOut. On the top right corner, click your profile icon and choose User Settings
How to set a Document uploaded notification on mobile app?
Published October 19th, 2021 by Lada Paunovic
In the CloseOut mobile app, you can set Document uploaded notifications. Based on your preferences, it can be triggered the first time in a day when a document is uploaded or with every single document upload. Whether you want to receive your notifications on your mobile or web app, you can configure that in the Settings section. Log into CloseOut.
Mobile App - Release Notes version 2.21.0 (iOS)
Published July 29th, 2021 by Lada Paunovic
Features: User Time Zone Support Defects: Document upload from gallery fixed
Account activation
Published August 25th, 2021 by Lada Paunovic
After your system administrator has created your account, you will receive an email to complete the registration process. Log into your email. In your inbox, find the email sent from appsupport@closeout.cloud, the subject name "CloseOut - account activation." If you can't find the email in your primary inbox, please check the promotion, spam, and ju
How to create a Checklist
Published April 18th, 2022 by Lada Paunovic
Checklists can include single, multiple-choice lists, or free-text form answers to a question that you can create for field technicians. To create a checklist in the project workflow: Log into CloseOut. In the Administration tab select Templates . Click the project workflow that you want to edit or create. On the right panel, click the + (Add node)
Settings
Published August 23rd, 2021 by Lada Paunovic
In the CloseOut mobile app, you can set notifications, camera options, cash size, and permit collecting analytics. Open the CloseOut app on your mobile device. In the app menu, click Settings . The Settings screen displays the list of options you can set. Notification settings consist of N/A Approval, Rejection and Request, Rejected document notific
Version of the mobile application
Published November 30th, 2021 by Lada Paunovic
If you wish to see what version of the CloseOut mobile app you are currently using, you can do that in two simple steps: Open the Main Menu of your mobile app Click on the About option A modal window with the information of the installed application version will be displayed. Note: Make sure that you are always using the latest version of the CloseO
How to track time in CloseOut?
Published June 16th, 2021 by Lada Paunovic
In the CloseOut mobile app, you have the option to track your time during the shift. Open the CloseOut app on your mobile device. In the app menu, click Time tracking. At the start of your shift, click Clock In. This initiates the time tracking. You can go out of the app, but don't log out, or turn off your phone while on your shift. Once you have
How to validate time?
Published August 18th, 2021 by Lada Paunovic
Once users submit their timesheets, you can go and validate them. To validate submitted timesheets: Log into CloseOut. Open the Time Validation screen. Select the submitted time period that you want to validate. In the validation screen, choose between Validate or Reject. You can also edit the submitted timesheet by clicking the pencil icon. To val
How to set N/A request notification on your mobile app?
Published October 19th, 2021 by Lada Paunovic
In CloseOut, if you are a Supervisor, you can manage your N/A request notifications based on your preferences. Whether you want to receive your notifications on your mobile, web app, or email, you can configure that in the Settings section. Log into CloseOut. On the top left corner, click on the main menu and choose Settings . In the Settings secti
How to create or edit a project workflow?
Published June 23rd, 2021 by Lada Paunovic
To edit an existing project workflow: Log into CloseOut. In the Administration tab, select Templates . In the drop-down menu select Project Workflows . Click the project workflow that you want to edit or create. If you want to create a project workflow, you can do so by using the Import from another project or template or by creating an entirely
How to monitor progress on selected projects and sites?
Published October 25th, 2021 by Lada Paunovic
In the CloseOut app, you can track progress simultaneously through the Monitoring screen. On this screen, you can create a custom view for keeping track of sites from multiple projects, monitor the real-time progress on selected sites and projects, a number of required, pending, approved, N/A documents, and see the warning dot that is showing you t
How to set the image resize option
Published April 7th, 2022 by Lada Paunovic
In CloseOut, you can set the "image resize" option for your photo placeholders. You can set it while creating a new placeholder or to an existing one. This way, a photo taken from the fieldworker's mobile phone, would be automatically resized prior to upload. To enable the resize option: Log into CloseOut. In the Administration tab, select Templat
How to make a video call on a web app?
Published August 20th, 2021 by Lada Paunovic
Using the CloseOut web app you can make video calls with people from your organization. Log into the CloseOut web app. In the main menu, choose Video . From here you can call people from your organization by selecting the contact from the list and clicking on the earphone icon. The Video Call feature has the option to t urn on or off the audio and
How to set User un-scheduled for the site notification?
Published October 15th, 2021 by Lada Paunovic
In CloseOut, you can manage User un-scheduled for the site notifications based on your preferences. Whether you want to receive your notifications on your mobile, web app, or email, you can configure that in the User Settings section. Log into CloseOut. On the top right corner, click your profile icon and choose User Settings . In the User Settings
How to Log Out from mobile app?
Published November 30th, 2021 by Lada Paunovic
If you need to log out of your CloseOut account on your mobile phone, you can do that with two simple steps. 1. Open the Main Menu on your mobile app CloseOut. 2. Click the Log Out option. You have successfully logged out of your account. In order to use the app, you will have to log in again by entering your credentials: Email
How to set ZIP path for close out package?
Published July 3rd, 2023 by Lada Paunovic
When creating your project, the ZIP path of all your files in the export will be automatically assigned based on the structure of your project. The downloaded Zip folder with all the files will mimic the same path: folder/subfolder/file with an automatic name convention mirroring a workflow structure. For example, the automatic ZIP path would look
Offline mode
Published September 26th, 2022 by Lada Paunovic
In the situation where the user is working without an internet connection, several options that will allow you to continue with work in the field are still available. At any point, a user can see the site for which he is scheduled that particular day, he can see the instructions for each position and example images, and he/she can upload the images
How to Flag a specific placeholder?
Published September 22nd, 2021 by Lada Paunovic
Suppose you want to mark a specific placeholder as important or give information to other users on the particular site to take a closer look at the precise placeholder. You can do that by setting the Flag and adding the comment to the Flag. Hower over the placeholder that you want to flag Click on the Flag icon The Flag on the placeholder becomes bl
How to get directions to the site?
Published December 15th, 2021 by Lada Paunovic
You can locate sites and get directions by using a selected navigation application on mobile. You can do that by clicking on the number that shows the distance from where you are to the site. Choose the project; Choose the site; Click on the blue number representing the distance between your current location and the location of the site; If you have
Reports
Published August 19th, 2021 by Lada Paunovic
You can monitor the work results and improve quality control and productivity by defining reports that contain a more detailed and intuitive graphical representation of productivity and user's work efficiency. Reports can be created at the project level for individual users, groups of users, and at the level of a company engaged as a contractor. In
How to create a Fiber (Line infrastructure) project and use a KMZ/KML file elements for sites?
Published November 20th, 2023 by Lada Paunovic
By clicking Administration > Projects , a page on project administration is displayed. A list of projects that are available for you is displayed below. You can search for projects and edit them or create a new project. Clicking the + button displays a modal window with the following fields displays: Project type - choose line infrastructure
Version of the mobile application
Published August 23rd, 2021 by Lada Paunovic
If you wish to see what version of the CloseOut mobile app you are currently using, you can do that in two simple steps: Open the Main Menu of your mobile app Click on the About option A modal window with the information of the installed application version will be displayed. Delete Note: Make sure that you are always using the latest version of the
Administration of Projects and Sites
Published April 18th, 2022 by Lada Paunovic
How to create sites? How to create a project?
CloseOut mobile app - User Manual
Published July 18th, 2022 by Lada Paunovic
Instructions for using the CloseOut app.pdf
How to get directions to the site?
Published December 14th, 2021 by Lada Paunovic
You can locate sites and get directions by using a selected navigation application on mobile. You can do that by clicking on the number that shows the distance from where you are to the site. Choose the project; Choose the site; Click on the blue number representing the distance between your current location and the location of the site; If you hav
Administration of Users
Published July 28th, 2021 by Lada Paunovic
Clicking on Administration > Users displays a page with a list of all users (active and inactive). You can search users by the following parameters: name, surname, and email address. You can filter users by company, roles, or territory structure, and you can export all user certificates. Info Blue color roles are predefined roles, black ones a
How to set a Document uploaded notification?
Published October 15th, 2021 by Lada Paunovic
In CloseOut, you can set Document uploaded notifications. Based on your preferences, it can be triggered the first time in a day when a document is uploaded or with every single document upload. Whether you want to receive your notifications on your mobile, web app, or email, you can configure that in the User Settings section. Log into CloseOut. On
How to set N/A approve/rejection notification on your mobile app?
Published October 19th, 2021 by Lada Paunovic
In CloseOut, you can manage your N/A approve/rejection notifications based on your preferences. Whether you want to receive your notifications on your mobile, web app, or email, you can configure that in the Settings section. Log into CloseOut. On the top left corner, click on the main menu and choose Settings . In the Settings section, choose Noti
The CloseOut app installation
Published July 18th, 2022 by Lada Paunovic
The installation of the Android App can be done in two ways. The first one is by installing the app from the Google Play Store, as shown in the image below. The other way is through a web App. By clicking on the "Google Play" or "App Store "option, the user will be redirected to the Google Play store, where by clicking on the "Install" option
Settings
Published November 30th, 2021 by Lada Paunovic
In the CloseOut mobile app, you can set notifications, camera options, and cash size. Open the CloseOut app on your mobile device. In the app menu, click Settings . The Settings screen displays the list of options you can set. Notification settings consist of different types of notification categories that can be set by personal preferences. By clic
iOS Permissions for Time Tracking
Published December 2nd, 2022 by Lada Paunovic
To make sure the app is always ready to track field technicians' presence at the scheduled sites along with their trip time, CloseOut needs to access your location in the background. This allows the “Time Tracking“ feature to function properly even when your phone's screen is off or using another app. The way this permission is granted varies depen
Android Location Permissions for Time Tracking
Published November 30th, 2021 by Lada Paunovic
To make sure the app is always ready to track field technicians' presence at the scheduled sites along with their trip time, CloseOut needs to access your location in the background. This allows the “Time Tracking“ feature to function properly even when your phone's screen is off or using another app. The way this permission is granted varies depen
User documents
Published August 23rd, 2021 by Lada Paunovic
While using the CloseOut mobile application, you can have every document and certificate that you have uploaded in the palm of your hand, and downloaded it to your mobile phone. 1. Log in to your CloseOut mobile app.2. Open the Main Menu.3. Select the My Documents option. You can see certificates that are up to date or expired and need to be update
Account activation
Published August 23rd, 2021 by Lada Paunovic
After your system administrator has created your account, you will receive an email to complete the registration process. Log into your email. In your inbox, find the email sent from appsupport@closeout.cloud, the subject name "CloseOut - account activation." If you can't find the email in your primary inbox, please check the promotion, spam, and ju
How to set a Placeholder Category on a project workflow
Published June 20th, 2022 by Lada Paunovic
After your Admin created Placeholder Categories on a Tenant, you can assign them to a whole project, or to specific placeholders and folders in your project workflow. If you want to set the same placeholder category on the whole project workflow do the following: 1. In the Administration tab select Templates 2. Select a project workflow on which yo
How to set N/A approve/rejection notification?
Published October 15th, 2021 by Lada Paunovic
In CloseOut, you can manage your N/A approve/rejection notifications based on your preferences. Whether you want to receive your notifications on your mobile, web app, or email, you can configure that in the User Settings section. Log into CloseOut. On the top right corner, click your profile icon and choose User Settings . In the User Settings sect
Assign users to projects and sites
Published June 20th, 2022 by Lada Paunovic
How to assign users or groups of users to Projects / Sites? 1. Log into the CloseOut web app. 2. Go to the Security section and navigate to Projects / Sites. 3. In the left panel, click on the project to which you want to add users to. Please keep in mind that only projects that are assigned to your company will be listed here. The sea
How to Flag a specific placeholder?
Published November 30th, 2021 by Lada Paunovic
If you have been assigned an adequate user role, or your admin has allowed this option for you, you will be able to mark a specific placeholder as important or give information to other users on the particular site to take a closer look at the precise placeholder. You can do that by setting the Flag and adding the comment to the Flag. Choose the pro
Account activation
Published November 30th, 2021 by Lada Paunovic
After your system administrator has created your account, you will receive an email to complete the registration process. Log into your email. In your inbox, find the email sent from appsupport@closeout.cloud, the subject name "CloseOut - account activation." If you can't find the email in your primary inbox, please check the promotion, spam, bulk a
How to manage notifications?
Published November 30th, 2021 by Lada Paunovic
In CloseOut, you can manage your notifications based on your preferences. Whether you want to receive your notifications on your mobile, web app, or email, you can configure that in the Settings section. Log into CloseOut. On the top left corner, click on the main menu and choose Settings . In the Settings section, choose Notification Settings . In
How to set Certificate warning?
Published October 14th, 2021 by Lada Paunovic
In CloseOut, you can set Certificate expiration warning notifications. Based on your preferences, it would be triggered a certain amount of time before your certificate expire You can set the custom notification with a specific time value. Whether you want to receive your notifications on your mobile, web app, or email, you can configure that in th
How to set a watermark to a project workflow?
Published June 19th, 2021 by Lada Paunovic
Log into CloseOut. Make sure that the Watermark option is set for specific project. In the Administration tab select Projects. Chose your project from the list, and click on its name. Select Settings tab and in the column Project properties select what information should be displayed and at what position. Click Save . Next step is to decide on wh
How to set N/A request notification?
Published October 15th, 2021 by Lada Paunovic
In CloseOut, if you are a Supervisor, you can manage your N/A request notifications based on your preferences. Whether you want to receive your notifications on your mobile, web app, or email, you can configure that in the User Settings section. Log into CloseOut. On the top right corner, click your profile icon and choose User Settings . In the Use
How to add Certificates for a User
Published April 12th, 2022 by Lada Paunovic
CloseOut mini CRM can help you keep your team's Health and Safety documents in order with smart notifications and alerts. Here is how to assign documents to Users: 1. Choose Administration - Users 2. Choose an employee from the list, click on their name 3. In the "Documents" tab, click on the "+" icon to add a new certificate 4. New window will
How to add or edit a comment on an already uploaded picture?
Published September 12th, 2023 by Lada Paunovic
When uploading a photo, it is possible to put a comment with it or upload it without any comment. If you need to edit a comment on an already uploaded picture or to add a comment on a photo that was uploaded without any, you can do that by following the next steps: Log in to the CloseOut app. Choose a project, site, and a placeholder where the photo
How to set Shift time warning notifications?
Published August 4th, 2021 by Lada Paunovic
In CloseOut, you can set shift time warning notifications. Based on your preferences, it would be triggered after a certain amount of time that is clocked in one shift. You can set the custom notification with a specific time value on the user level, or if you are an admin, you can set it on a tenant level for your organization. Whether you want to
Settings of a CloseOut Web Application
Published August 23rd, 2021 by Lada Paunovic
If you have an adequate role, you can set various parameters in the CloseOut. Log into CloseOut. In the Administration tab, select Settings . Click the option that you would like to set. It will be displayed on the right side of the screen. Add a new Territory Structure for current of future projects Add new Companies (for example, if you have
How to set Members certificate warning
Published October 14th, 2021 by Lada Paunovic
In CloseOut, if you are a PM on a project, you can set the notification that the certificate of a member on your project will expire. Based on your preferences, it would be triggered a certain amount of time before your certificate expire Whether you want to receive your notifications on your mobile, web app, or email, you can configure that in the
Account activation-copy-123
Published November 30th, 2021 by Lada Paunovic
After your system administrator has created your account, you will receive an email to complete the registration process. Log into your email. In your inbox, find the email sent from appsupport@closeout.cloud, the subject name "CloseOut - account activation." If you can't find the email in your primary inbox, please check the promotion, spam, and ju
How to set User scheduled for the site notification?
Published October 15th, 2021 by Lada Paunovic
In CloseOut, you can manage User Scheduled for the site notifications based on your preferences. Whether you want to receive your notifications on your mobile, web app, or email, you can configure that in the User Settings section. Log into CloseOut. On the top right corner, click your profile icon and choose User Settings . In the User Settings sec
How to Log Out from mobile app?
Published August 23rd, 2021 by Lada Paunovic
If you need to log out of your CloseOut account on your mobile phone, you can do that with two simple steps. 1. Open the Main Menu on your mobile app CloseOut. 2. Click the Log Out option. You have successfully logged out of your account. In order to use the app, you will have to log in again by entering your credentials: Email
Introducing GIS Works Navigator
Published November 20th, 2023 by Lada Paunovic
CloseOut's GIS Works Navigator is the game-changing solution for global broadband deployments. We're proud to present the ultimate fieldwork quality control feature that streamlines operations, sets new design integration standards, and promises limitless potential. Say hello to efficiency and excellence! Check out the CloseOut GIS Works Navigator
Administration of Users
Published April 18th, 2022 by Lada Paunovic
Administration of Users System roles How to add Certificates for a User User Roles and Feature Access Rights
How to monitor your project in GIS Works Navigator?
Published November 20th, 2023 by Lada Paunovic
Use the GIS Works Navigator screen to keep track of your Fiber (linear) projects and sites alongside the route in the map view. At any time, you have an insight into the progress of your project and site work items in the map view, following your project's route. Open the CloseOut app. Choose GIS Works Navigator from the main menu, or in the Contr
Dashboard
Published August 19th, 2021 by Lada Paunovic
The dashboard display gives you the possibility for complete real-time insight into the situation by projects. It can help you make adequate decisions to react preventively to follow projects' planned, expected results. You can easily adjust the appearance of the dashboard report, i.e., to personalize it in the way that suits you best for efficient
How to exclude or include a folder or a placeholder from an export of close out package?
Published July 3rd, 2023 by Lada Paunovic
If you want to remove a folder or a subfolder from a CloseOut package export, or to add it, here is how to set it up: 1. Go to Administration>Templates 2. Select a project of the site you would like to export. Click on the pen icon in order to edit the folder 3. Click on the Export options 4. Choose the export options you would like to apply t
How to export the site progress
Published January 24th, 2023 by Lada Paunovic
Exporting site progress will generate an XLS file, named after the selected project, which includes details and information about the progress of each site within that project. 1. Log into CloseOut web app. 2. Go to the Control panel and locate the Project you want to see sites of. 3. Click on the Export of the sit
How to Flag a specific placeholder?
Published September 29th, 2021 by Lada Paunovic
If you have been assigned an adequate user role, or your admin has allowed this option for you, you will be able to mark a specific placeholder as important or give information to other users on the particular site to take a closer look at the precise placeholder. You can do that by setting the Flag and adding the comment to the Flag. Choose the pro
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