Workspace Closure Wizard Merged

Put Simply:
Provide a guided wizard to help users complete all required steps to fully close out a workspace, including integration shutdowns, document transfers, and access revocation.

Why it Matters:
Users currently face confusion and inconsistent execution when closing out engagements. Manual steps lead to missed actions like revoking access or migrating content, causing data retention issues and increased risk.

Additional Context:
This enhanced wizard would:

• Prompt the engagement leader with "Has your engagement ended?"

• Walk them through all required actions, such as:

  • Revoking client and PwC access

  • Shutting down integrations (e.g., Jira, Miro, Confluence)

  • Confirming all documents are uploaded to Save It

  • Verifying Save It is ready to be closed

  • Confirming all tasks in Save It are complete

• Include links or guidance to complete each sub-task

• Collect reason for closure (e.g., lost pursuit, engagement completed)

• Trigger a UC-backed automation that sends shutdown requests to all integrated systems

• End with soft-deleting the workspace, retaining scopes for 90 days in a read-only state before final deletion

Acceptance Criteria:

• Interactive wizard launchable from within workspace UI

• Step-by-step guided experience

• Confirmations for each integration (Jira, Miro, SaveIt, etc.)

• Triggers integration cleanup

• Triggered UC workflows remove user access and shut down integrations

• Save It is closed only after upstream cleanup

• Workspaces retained for 90 days in view-only state

• System tracks closure reason and completion audit log

• Stores closure log for compliance audit

Supporters:
Laura Utley, Ritu Raj Agrawal, Garrett Kelchner