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Review inbound handover submissions

Review, accept, reject, and manage resubmissions for inbound handover documentation submitted by suppliers and contractors.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Inbound Submissions tab​

Navigate to the handover area of the project and open the Inbound Submissions tab to see all items that require documentation.

Open the Inbound Submissions tab

Step 2: Review items with missing or submitted documents​

Check each row in the list to see which required items are missing documents and which have submissions waiting for review, including file details and submitter information.

Review items with missing or submitted documents

Step 3: Download and inspect submitted files​

For submitted items, open or download the attached files (such as O&M manuals) so you can verify that the content meets your project and client requirements.

Download and inspect submitted files

Step 4: Accept a compliant inbound item​

When a submitted document is satisfactory, use the accept action for that row to mark the inbound item as accepted so it can progress in the handover process.

Accept a compliant inbound item

Step 5: Reject an item and record why​

If a submission is unsuitable, use the reject action and provide clear reasons so the supplier or contractor understands what needs to change.

Reject an item and record why

Step 6: Request a resubmission from the supplier​

Where updates or corrections are needed, use the request resubmission option to prompt the submitter to upload a new or revised document.

Request a resubmission from the supplier

Step 7: Promote an approved file to the main handover record​

For fully approved submissions, use the promote option to move the selected file into the main project handover documentation set.

Promote an approved file to the main handover record

Last updated: 2026-07-17