Close selected Public Protection worksheets

You can close (complete) one or more selected Public Protection worksheets found by searching. The worksheets must be in-progress (that is, not completed) and you must have permission to update them.

Closing worksheets

1. Use the General Search screen to find the worksheets, and then select them.

   Tell me how

2. Click Actions and select Batch Close. If more than 500 worksheets are selected you must confirm that you want to continue.

   The Batch Close dialog opens.

3. In the Completed Date and Time fields, specify the values to be entered in the Completed On: Actual Date and Time fields on the worksheets' Progress tab. This cannot be a future date or time.

4. In the Outcome list, select the Completion Outcome.

5. Optionally, tick the Set First Response checkbox if you also want to set the same First Response: Actual Date and Time.

6. Click Continue.

   For each worksheet, ASSURE attempts to update the Progress tab. Each worksheet is marked by success or failure, explained by a status.

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   Batch Close: Statuses

   Status		Meaning
   	Success	Completed
   	Warning - Mandatory data missing (Payment)	Completed, but there is an outstanding payment.
   	Warning - Mandatory data missing (HMO tab)	Completed, but the HMO type is undefined.
   	Warning - Mandatory data missing (Sub Tab)	Completed, but there missing mandatory fields on sub-tabs.
   	Actions are outstanding	The worksheet has outstanding actions that require manual attention.
   	Already completed	This worksheet already has a completion date.
   	Application Type Invalid	This is not a Public Protection worksheet.
   	Completion before Date Received	The specified completion date is earlier than the received date.
   	Completion before First Response	The specified completion date is earlier than the first response date.
   	Invalid Outcome for Application	The specified Outcome is not available for this Application.
   	Invalid Outcome for Task Group	The specified Outcome is not available for this Task Group.
   	Invalid Outcome for Task	The specified Outcome is not available for this Task Type.
   	Security Violation on this Application	You do not have Update permission for this Application.
   	Security Violation on this Task Group	You do not have Update permission for this Task Group.
   	Task Group Missing	The worksheet does not identify its Task Group code.*
   	Task Missing	The worksheet does not identify its Task Type code.*
   * This should apply only to pre-ASSURE worksheets.

7. If there are any failures that can be immediately remedied by a different completion date or outcome, click Refresh, enter new parameters and then click Continue to try again.

8. If all worksheets are successfully closed, or if some need further editing to complete, click Close.