Ending an engagement: close, revoke, reopen

When an engagement ends, or a client takes LaunchPad Safety's access away, the client becomes read-only: you can view and download its records, and nothing more is sent to its Procore. Nothing already in the client's Procore is touched.

Close a client (the engagement ended)

1. Open Clients and find the client.
2. Click Close client and say why (for example "Engagement ended").

The client turns Closed: no Procore work, no background work (site sign-in sync, the weekly brief, weather alerts, photo screening), and your people can't make changes. The Administrator can still see its history.

When a client removes LaunchPad Safety (revoked)

• If the client uninstalls the app or takes away its projects, the client's card shows Can't reach Procore with the date.
• If you know the engagement is over, click Mark revoked. Otherwise, after 7 days of Procore refusing access, LaunchPad Safety marks it revoked automatically.
• Revoked works like closed: read-only, nothing sent.

What reached the client's Procore

On the client's card, click What reached Procore. You see how many inspections, observations, talk and JSA records, incidents and Daily Log days reached the client's Procore, and a list of anything that didn't, with the reason. Resolve those items with the client before you part.

Before you close: an end-of-engagement checklist

1. Resolve or hand over open and Ready for Review corrective actions with the client.
2. Run What reached Procore and resolve anything listed as not sent, while you still have access.
3. Agree with the client which records each of you keeps (Terms of Service, section 11.6).
4. Don't hand over your Download everything file (it holds every client's records and your library).
5. Close client, with the effective date in the reason.
6. Remind the client that their records remain in their own Procore.

If you keep trying after access is removed

Once LaunchPad Safety confirms the client removed its access, nothing more is sent to the client's Procore, however many times anyone tries: each attempt shows who can restore access and that nothing was sent. Only the client's Procore Administrator can restore it; then choose Check again on the client's card.

Reopen a client

When the client gives LaunchPad Safety its access again (reinstalls the app and gives it the projects), click Reopen. LaunchPad Safety checks it can reach their Procore first.

Good to know

• A closed or revoked client stays read-only while you subscribe.
• Downloading: see Who owns what, and your records.