Mandatory Cancellation Note
Ensure that Project Managers include Closing Notes before cancelling a Project.
About This App
Projects and Projects teams come and go, but you’ll want to make sure your teams are capturing accumulated knowledge so that future project teams can learn from them.
Whilst many projects may not have formal Lessons Learned processes when they are closed out, the recording of simple Closing Notes is an effective way to bring the project to a formal close.
This app ensures that Project Managers include Closing Notes before cancelling a Project for project governance and accountability reasons.
When a project is cancelled without Closing Notes being inputted, the user gets a prompt with a link to a form to input Closing Notes if they’re ready to do so. The project cannot be cancelled until they input at least some information into the Closing Notes.
Modify the prompt dialog text and extend the input fields in the form to suit your organization process.
Prompt Dialog
Cancellation Notes Form
App Contents
| Component | Details |
|---|---|
| Don’t Cancel Project without Closing Notes | A Validation Rule triggered when Closing Notes is empty and a user attempts to cancel the Project. |
| Cancellation Notes | A hidden Custom Action which is opened by clicking the link in the Validation Rule’s dialog prompt. |