SOP Library
How to Close a Completed Case
Closure, archiving, and record updates once all deliverables are received.
Closing Procedures
Steps
8 steps
Estimated time
5 minutes
Owner
Operations
Last updated
Aug 8, 2026
Step 1 of 813%
Step 01
Confirm all deliverables received
Compare the deliverables list against what is filed in the case folder.
Common Mistakes
- Closing with open tasks.
- Skipping the metrics entry, which distorts reporting.
- Archiving without the standard naming convention.
All steps
Quality Checklist
- Deliverables confirmed
- Tasks closed
- Closure checklist complete
- Completion notice sent
- Folder archived
- Metrics logged