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Close/Reopen/Restore Project

Handle Project

The Project State feature provides essential project lifecycle management through navigation menu actions. These controls allow authorized users to transition projects between operational states, ensuring data integrity and enforcing quality requirements before project completion.

The Close/Reopen Project feature enables:

  • Project Closure - Finalize running projects with validation checks
  • Project Reopening - Resume work on closed/published projects (configurable)
  • Project Restore - Restore an archived project
  • Quality Assurance - Enforce completion criteria before closure
  • State Transitions - Manage project lifecycle progression
  • Validation Checks - Prevent premature closure with comprehensive checks

Access Requirements

Basic Permission:

Scope: Project-level access
Role Context: Global roles (Super Admin, Team Admin, Admin and User Admin) and users with no global role but registered in the project

State-Based Availability:

ActionRequired Project StateDescription
Close ProjectRunningProject must be actively running
Force CloseRunningSuper Admin only - bypasses all validations
Reopen ProjectClosed, PublishedProject must be closed or published
Restore ProjectArchivedProject must be already archived and can be restored

Special Access Levels:

FeatureUser LevelCapabilities
Standard CloseProject UserClose with validation checks
Force CloseSuper AdminBypass all validation requirements
Reopen ControlConfiguration DependentControlled by ReopenProject setting
  • Close Project: CloseProject Shown when project is Running
  • Reopen Project: ReopenProject Shown when project is Closed/Published
  • Restore Project: RestoreProject Shown when project is Archived

Close Project Feature

Close Project Process

Purpose: Finalize project work and prevent further modifications

Step-by-Step Flow:

  1. Initiate Close

    • Click on "Close Project" in navigation menu
    • System performs validation check
    • Validation results determine next step
  2. Validation Check

    • System validates all closure requirements
    • If requirements met → Show confirmation dialog
    • If requirements not met → Display error dialog with details
    • On the confirmation dialog, click on "Yes" to proceed or "Cancel" to abort
    • Project state is updated to "Closed"
  3. Post-Closure

    • Project becomes read-only for most operations
    • Export and reporting features remain accessible
    • Reopen option becomes available (if configured)

Validation Requirements

The system performs comprehensive validation before allowing closure:

Zone Status Requirements

RequirementDescription
No Untouched ZonesAll zones must have started work
No Unfinished SessionsAll sessions must be completed
Empty Zones VerifiedEmpty zones must be verified or blocked
Verification CompleteAll required zones verified
Allowed Zone States for ClosureForbidden Zone States
Scan Ready - Scanning completedUndefined/Untouched - Not yet started
Verify Ready - Verification completedScan Plan - Not yet scanned
Export Plan/Busy/Ready - Export stagesScan Busy - Scanning in progress
Blocked - Explicitly blocked zonesVerify Plan - Not yet verified
-Verify Busy - Verification in progress

Quota Requirements

Zone Quota Validation:

  • Setting: As it is defined in Audit Quota (percentage)
  • Calculation: Total zones × (quota %) = required verified zones
  • Check: Count of verified zones ≥ required verified zones

Example:

Total Zones: 100
Zone Quota: 80%
Required Verified: 80 zones
Current Verified: 75 zones
Result: Cannot close - need 5 more zones

Quality Assurance Quota:

  • Setting: As it is defined in Quality Assurance Quota (percentage)
  • Validation: Internal auditor verification quota
  • Check: QA-verified zones ≥ required QA zones

Zone Verification Quota:

  • Setting: As it is defined in Zone Audit Quota (percentage)
  • Validation: Zone-level verification session quota
  • Check: Zones with zone-verify sessions ≥ required

Quality Control Requirements

Same User Validation:

  • Rule: Different users must scan and verify same zone
  • Check: No user can both scan AND verify the same zone

Deviant Zone Verification:

  • Check: No zones can have deviant zone verification flag - more details on the flag under Zone Flags Management
  • Purpose: Ensure verification quality standards

QM Module Requirements

Unapproved Notifications Check:

  • QM Scan Warnings: All warning-level scan violations must be approved - more details under QM Scans
  • QM Zone Warnings: All warning-level zone violations must be approved - more details under QM Zones
  • Action: User can review and approve from error dialog

Force Close Option (Super Admin Only)

When Available:

  • User has Super Admin role
  • Validation checks failed
  • Project is in Running state

Warning: Force closing bypasses ALL validation requirements and quality checks.

Reopen Project Feature

Reopen Project Process

Purpose: Resume work on previously closed or published projects

Step-by-Step Flow:

  1. Initiate Reopen

    • Click Reopen Project in navigation menu
    • System checks reopen configuration
    • System validates user permissions
    • System reads Reopen Project setting
    • Validates against current project state
    • Determines if reopen is allowed
  2. Execute Reopen

    • If allowed, update project state to Running
    • If not allowed, display error notification

Reopen Project Configuration

The Reopen Project setting controls reopen behavior:

OptionSuperadminOther UsersDescription
Always Allow✅ Can reopen from any state✅ Can reopen closed projectsNo restrictions on reopening
Allow Closed✅ Can reopen from any state✅ Can reopen closed ❌ Cannot reopen publishedOnly closed projects can reopen
Do Not Allow✅ Can reopen from any state❌ Cannot reopen ❌ Cannot reopenOnly superadmin can reopen

Default Setting: Do Not Allow

Project Restore Feature

Restore Archived Project

Purpose: Recover archived projects back to active state

Availability:

  • Only shown when project state is Archived
  • Requires permission to update projects

Process:

  1. Click Restore Project
  2. System initiates restore job
  3. Job processes archive data
  4. Project state changes from Archived
  5. Project becomes accessible again

Troubleshooting

Close Project

Close Project button not visible

  • Verify project is in Running state
  • Check you have the appropriate permission
  • Ensure you're registered in the project
  • Confirm project is not already closed

Validation errors prevent closure

  • Review specific error message
  • Click action buttons in error dialog to navigate to issues
  • Address each validation failure:
    • Untouched zones: Start work on all zones
    • Unfinished sessions: Complete or close all sessions
    • Empty zones: Verify or block empty zones
    • Quota not met: Verify additional zones to meet percentage
    • Same scanner/verifier: Use different users for scan and verify
    • Change requests: Review and merge all change requests
    • QM notifications: Approve all warning-level items

Force close not available

  • Only super admins can force close
  • Contact system administrator
  • Complete validation requirements instead

Cannot Reopen Project

Reopen Project button not visible

  • Verify project is in Closed or Published state
  • Check you have the appropriate permission
  • Ensure you're registered in the project
  • Confirm project is not archived

Configuration settings prevent reopening error

  • Check Reopen Project setting in project settings
  • If setting is Do Not Allow:
    • Contact super admin to reopen
    • Or request setting change to Allow Closed or Always Allow
  • If project is published and setting is Allow Closed:
    • Request setting change to Always Allow
    • Or contact super admin

Project is published, cannot reopen

  • Published projects can only reopen with Always Allow setting
  • Contact administrator to update Reopen Project setting
  • Contact super admin to reopen directly

Archived Project Issues

Cannot reopen archived project

  • Archived projects must be restored first
  • Click Restore Project in navigation menu
  • Wait for restore job to complete
  • Then reopen project if needed

Restore fails with branch deleted error

  • Branch was deleted after archival
  • Cannot restore project with deleted branch
  • Contact administrator to restore branch first
  • Or recreate project in new branch