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Review handover overview, requirements, and delivery

Use the handover detail tabs to review overview information, required items, and delivery or inbound submissions for a specific handover.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the handover detail workspace item​

Navigate to the relevant workspace item and open its detail page to view the handover information.

Open the handover detail workspace item

Step 2: Review the Overview tab​

In the Overview tab, review the handover header, including recipient, stage, revision, target date, and the overall completion bar, along with the existing metadata and linked items.

Review the Overview tab

Step 3: Check required items​

Select the Required Items tab to see all items that must be completed for the handover and review their contribution to the overall completion status.

Check required items

Step 4: View Delivery or Inbound Submissions​

Open the Delivery tab for outbound handovers or the Inbound Submissions tab for inbound handovers to monitor what has been sent or received and track submission activity.

View Delivery or Inbound Submissions

Step 5: Manage public submission access (inbound handovers)​

For inbound handovers, use the header quick actions to open or revoke the public submission page and track whether access is currently active or expired.

Manage public submission access (inbound handovers)

Last updated: 2026-06-27