This article walks you through using the Form Sequencer to control the order in which forms appear on your Closeout Report. You'll learn where to find the setting, how to reorder your forms, and what to expect once changes are saved and reflected on the report.
Required
In order to access the closeout report, the "Close Project" permission must be enabled. In order to organize forms with the form sequencer, you must have the Edit Form Sequencer role enabled.
On your left main menu, click Admin then click Form Sequencer.
(Optional) You can use the Filter Form Sequencer field to narrow down which forms you're trying to find, forms that match the search you entered will turn grey so that you can easily locate them.
Note: The exact order that these forms are in will directly affect the order of forms shown on the Closeout Report.
Now click projects.
Search and open the project.
Click the three dots.
Click Close Project.
The Please Confirm? popup will appear. Click the Yes & Create Closeout Report button.
You will be taken to the Generate Closeout Report - Step 1 page. Click the Radio Button next to each portion that you want to include in you Closeout Report. Examples: Daily Forms, Permits, Certifications, any documents that you have uploaded in the document vault of a project, etc.
Note - You may want to upload a photo of you choosing to change the cover page, but note that the picture must be a JPG and must fit the following specifications: 1500px x 750px - max 6MB.
Now that you have selected everything that you want to include, click the blue GO TO NEXT STEP button.
You will be taken to the Generate Closeout Report - Step 2 page. Review your COVER PAGE & TABLE OF CONTENTS.
If everything looks good, enter your Email Address in the Enter Email Addresses field.
Click on the blue Submit button and FieldFlo will send you an email letting you know that the closeout document is ready for download.
After a few minutes, check your email. Once you receive the email from FieldFlo, click on the email link that will take you back to the project in FieldFlo.
Click the Three Dots on the top right of your screen, and click on Closeout Report.
The CLOSEOUT REPORT ALREADY EXISTS popup will appear. Click the Download Current button.
After your download the Closeout Report you will see the order of the forms match the form sequencer.
