Close-out — the normal end

Open this screen in Saral/projects/subcontractors/closeout

The first tab of Final account: pick a package and see practical completion, making good, the final account, retention released, warranties and O&M received, and the firm's score — each read from its record, never ticked.

You enter

The firm's score (1–5) at close-out

Saral fills in

Each close-out item's state from its record: the PC and making-good certificates, the final account, the retention release, the warranties and O&M on file

It produces

The firm's score, averaged on its register row for the next tender list

Read from the record, never ticked

Each close-out line is true when its record exists: the PC certificate filed, the making-good certificate issued, the final account agreed, the retention released, the warranties and O&M received on the package. A line that is missing says what record would close it. Retention release and defects open as doors (↗) to the pages that own them.

Scores

A package can score its firm 1–5 at close-out. The average and the number of packages scored show on the firm's register row, so the next QS choosing a tender list sees how the firm did last time.

Next screen: /projects/subcontractors

Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.