Closeout Readiness — Full Solution Walkthrough

0. Start, sign in, and protect real data

1. Open the sandbox using the button below and sign in if Salesforce requests authentication.
2. Use a user assigned Closeout Editor. Viewer users can inspect pages, reports, and dashboards but cannot perform edit/validation steps.
3. Only edit SE-0096 — WALKTHROUGH - Closeout Validation (Sandbox). Its External ID is LAWA-CLOSEOUT-WALKTHROUGH.
4. Keep this walkthrough open in one tab; every blue button opens Salesforce in another tab.

1. Verify the Project page separates Systems from Areas

1. Click Open MSC South Project.
2. At the top, verify the record header says Midfield Satellite Concourse – South.
3. Look in the large center panel below the header/path. Its horizontal tab row includes Setup, Work Management, and People.
4. If Systems & Equipment is not visible, click the More dropdown at the far-right end of that same tab row.
5. Open Systems & Equipment. In the related list body, find display name WALKTHROUGH - Closeout Validation (Sandbox).
6. On the same tab row, open Areas / Rooms. It is a separate tab immediately after Systems & Equipment. MSC South currently has no Element Location rows, so an empty-state message is expected; the test is that room inventory is not mixed into the S&E list.

2. Verify the S&E Closeout record page

1. Open the walkthrough record. The highlights panel spans the top of the record under the breadcrumb. Confirm it shows SE-0096, the display name, Closeout %, and Work Included.
2. Below the highlights/path, look at the center tab row. It contains Details, Closeout, and Tests & Checklists.
3. Click Closeout. In the Closeout Readiness card:
   • Left column: Work Included, Stakeholder, Document Title, Revision, SharePoint URL, Warranty Status, Warranty Start, Warranty Period, read-only Warranty Expiration, and O&M Status.
   • Right column: As-Built Status followed by read-only Closeout, Warranty, O&M, As-Built, Attic Stock, and Training percentages.
4. Editable rows show a pencil icon at the far right when you hover. Formula rows do not offer a pencil.

3. Test status-to-percent mappings and stakeholder ownership

1. On the Closeout tab, hover over Stakeholder and click its right-side pencil. Search for and select LAWA Facilities Management Division (FMD).
2. Use the pencil icons to enter the values below. Salesforce places a floating edit footer at the bottom of the record; click the blue Save button at its bottom-right after all values are entered.

4. Test required SharePoint URL validation

1. Remain on the record's Closeout tab.
2. Hover over SharePoint URL in the left column, click its pencil, delete the URL, and click Save in the floating footer at the bottom-right.
3. Look for the red inline error directly under SharePoint URL and the red error notification near the top of the edit panel.
4. Re-enter https://example.sharepoint.com/sites/lawa-closeout/walkthrough and click Save again.

5. Test warranty dates, expiration, and revision reopening

5A — Date requirement and expiration

1. Stay on the Closeout tab. Every warranty field needed here lives in the left column, in this order: Warranty Status, Warranty Start, Warranty Period, and read-only Warranty Expiration.
2. With Warranty Start and Warranty Period still blank, use the Warranty Status pencil to select Complete, then click the floating footer's bottom-right Save. Confirm the save is blocked by the red inline error under Warranty Status.
3. Without leaving the edit footer, fill Warranty Start 1/31/2026 and Warranty Period 1 (months), keep Warranty Status = Complete, and click Save again.
4. Read Warranty Expiration in the left column and Warranty % in the right column.

5B — New revision reopens completion

1. On Closeout, edit SharePoint URL by appending ?revision=2. Change Revision to WT-2, then save.
2. Read Warranty Status and Warranty % in the same Closeout card.

6. Test attic-stock quantity validation

1. On the record, open Details and click Edit in the upper-right record action area.
2. Scroll in the edit modal to the Attic Stock or handover/documentation section.
3. Set Attic Stock to Received, leave Attic Stock Quantity blank (or 0), and click Save at the modal's bottom-right.
4. Confirm the inline quantity error. Enter quantity 1 and save again.
5. Return to Closeout; inspect Attic Stock % in the right column.

7. Complete all categories and verify managed-field synchronization

1. On Closeout, edit O&M Status to Accepted and As-Built Status to Updated.
2. Edit Warranty Status back to Complete. The dates entered in step 5 remain populated.
3. Open Details, click upper-right Edit, find Training, set it to Completed, and save.
4. On Details, locate the documentation/handover fields and verify package O&M Manuals is Received and package As-Built Update is Updated. These are synchronized by the before-save Flow.
5. Return to Closeout and inspect all six calculated percentages in the right column.

8. Verify the Included Closeout list view

1. Open the list view. Under the Systems & Equipment object title at the upper-left, the list selector should read Included Closeout.
2. If another view opens, click the down-arrow beside the list-view name at upper-left and choose Included Closeout.
3. Locate WALKTHROUGH - Closeout Validation (Sandbox). The row should show Project, Stakeholder, Closeout %, category percentages, SharePoint URL, and Revision across the grid.
4. Click the column-header arrow on Closeout % to sort and confirm percentages are numeric, not editable.

9. Verify the stakeholder rollup report

1. Open the report. The report title appears at upper-left as MSC South Closeout Readiness.
2. Click Run at the upper-right if Salesforce opens the report builder instead of results.
3. In the outline/results, confirm the first grouping is MSC South and the second grouping is LAWA Facilities Management Division (FMD).
4. Expand the FMD group using the caret to its left and locate the walkthrough row.
5. Inspect the subtotal/grand-total labels for each percentage. They must show Average, never Sum.
6. Use the Filters panel at upper-left to verify Work Included = True and Project = Midfield Satellite Concourse – South.

10. Verify the executive dashboard and training metrics

1. Open the dashboard. At upper-left, confirm title MSC South Closeout Readiness. At upper-right, the dashboard action row includes Refresh.
2. Click Refresh at upper-right and wait for all tiles to finish loading.
3. At the top of the canvas, verify the Project filter is set to Midfield Satellite Concourse – South.
4. Top row: inspect Overall Closeout Readiness gauge, Training Sessions, and Training Participants.
5. Middle: inspect Closeout Readiness by Stakeholder; FMD should be a bar/category after report refresh.
6. Bottom: inspect Closeout Detail and find the walkthrough display name, FMD, Closeout %, and URL columns.
7. Click the walkthrough row or chart bar to drill into the source report, then use the browser Back button to return.

11. Administrator verification: Flow, permissions, and deployment

Flow activation

1. Open Flows. In the center list, search for System: Closeout Normalize.
2. Confirm Status is Active and the active/latest version is 1. Do not click New Version or deactivate it.

Permission assignments

1. Open Closeout Editor. On the permission-set overview page, click Manage Assignments near the top.
2. Confirm active COS Enablement, COS Project Team, Citiri Admin, and System Administrator users are assigned.
3. Open Closeout Viewer and use the same top Manage Assignments button. Confirm active COS Executive and COS Stakeholder users are assigned.

Deployment status

1. Open Deployment Status. Find deployment ID 0AfVG00000LVgq50AD.
2. Confirm Status = Succeeded and Components = 27/27. The dashboard folder move is deployment 0AfVG00000LVhJ70AL.

12. Restore the repeatable walkthrough baseline

1. Open SE-0096 and set Warranty, O&M, and As-Built statuses to Not Started.
2. On Details, set Attic Stock to Not Received, clear Attic Stock Quantity, and set Training to Required.
3. On Closeout, clear Warranty Start and Warranty Period. Because Warranty is now Not Started, date validation will not block the save. Warranty Expiration is read-only and keeps its last calculated value until new dates are entered; that is expected and does not affect any percentage.
4. On Closeout, clear Document Title, Revision, and SharePoint URL. Leave Work Included checked and leave FMD as Stakeholder so list/report grouping remains testable.
5. Click the bottom-right Save, refresh the record, and confirm all category percentages and Closeout % return to 0%.
6. Open the Included Closeout list and confirm the record still appears.