# Drain, close and review recovery

Reopen only after current custody and reference reviews.

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

Review edition: 25 October 2026

Roles: owner, supervisor, reviewer

Use Site operation and recovery when pausing new handovers or reviewing a declared restore. Arrange the physical tool and borrower handover first. Application state cannot reconstruct unrecorded movements or certify what happened after a backup.

## Drain and close

The Owner enters a meaningful reason and uses Stop new handovers and finish existing work to move from open to draining. New issues stop while authorised returns and existing review work can finish. Check and reconcile outstanding loans and service custody.

Use Close the site and pause changes only after reviewing the intended effect. Closing invalidates station sessions. Reading and authorised retained-evidence handling follow current permissions; no operational role is added by the closure control.

An ordinary deliberate reopen is a current Owner decision with recent authentication and the applicable current checks. It does not clear unrelated asset holds or invent returns.

## Review after a restore

A declared restore closes and holds the site. On Review after a restore, the Supervisor checks each non-retired asset against actual custody, condition, position and outstanding loan, and reviews activity newer than the retained backup. If service qualifications exist, the required service-review authority and retained originals are also checked.

Record the restored custody review only when the observations agree with the current recorded snapshot. A physical mismatch requires investigation rather than a forced confirmation. A changed snapshot makes an earlier review stale.

The Reviewer separately records the restored reference review after checking retained approved content and proof. These are different review responsibilities. The Owner's administrative role cannot substitute for either.

## Reopen the checked state

Only after the current required reviews and retained evidence checks pass can the Owner choose Reopen this checked site. Other holds and historical loan warnings survive. Held print jobs remain held; they are not automatically resent.

Reauthenticate and select current station control before resuming. Do not replay old physical commands under fresh identities to make the restored record look complete. Preserve unresolved facts and contact support with exact assets, loans and review outcomes.

Before an exit or closure, retain the complete export and agree any Accounts subscription changes separately. Follow [history and documents](/manuals/toolcustody/history-and-documents). A product export does not replace independently controlled backups, keys and a reviewed recovery procedure.