# Review recovery and close or reopen a site

Preserve custody evidence, complete exports and independent decisions.

Source: https://help.smartfact.ai/manuals/storesflow/recovery-and-closure

Review edition: 25 October 2026

Roles: owner, supervisor

Closing a site or resuming after recovery requires current evidence about stock and outstanding custody. An administrative change must not silently release held deliveries, print requests or unresolved work.

## Stop new work and prepare the review

Use **Site lifecycle** with recent Accounts verification. The owner can start the closure path with a reason. The draining state restricts new work while allowing defined completion and review actions. Tell floor staff which work may finish and preserve references for counts, transfers, reservations, deliveries and printing.

Prepare the complete custody review for the selected purpose, closure or reopening. The supervisor checks every page of material identities, recorded stock, outstanding custody and external requests. Retain independent physical and provider evidence rather than interpreting an absence of errors as proof that everything agrees.

## Record the supervisor decision

The supervisor records the current review outcome, evidence and reason, including the required physical and provider confirmations. Review preparation binds the exact snapshot. Changed facts or expired evidence require fresh preparation and review.

The owner then selects the appropriate current review to close or reopen the site. The supervisor who supplied it must still have current authority and recent verification. The owner decision and supervisor review are separate actions, each checked under the appropriate current role.

A security hold remains an independent restriction; this page cannot clear it. Reopening also does not release held delivery or print requests. Review those original requests separately before any retry.

## Preserve the records

Use the complete export available to the owner or supervisor with recent verification. Retain the files securely and check that they correspond to the site and period needed before closure. A document of a bounded scope is not a substitute for the complete retained records.

For recovery questions, use **Health** and the recorded site state to direct the investigation. A backup restore does not prove that external actions or physical stock agree with the restored ledger. Reconcile each affected commitment and movement before allowing new work.

If a closure, review or reopening result is unconfirmed, keep the page open and reconcile the original request. Do not create a second decision simply because the first answer was lost. Give the next responsible person the site state, review reference, export details and the unresolved original requests.