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Manage required items for a handover

Review, update, and evidence the required items needed to complete a handover, grouped by category and status.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Required items tab​

Navigate to the handover and open the Required items tab to see the list of items grouped by category and an overall completion bar at the top.

Open the Required items tab

Step 2: Filter items by status​

Use the filter chips (All, Missing, Pending, Provided, Accepted) above the list to focus on items with a particular status, such as items still Missing.

Filter items by status

Step 3: Review categories and completion counts​

For each category card, review the header showing the category name and the count of completed items versus the total, then expand or collapse the category if needed.

Review categories and completion counts

Step 4: Create a new required item​

Select the button to add a new required item, then enter its name, choose the appropriate category, and confirm to add it to the list.

Create a new required item

Step 5: Change an item status​

For an item, use the inline status pill or labelled select control to change its status, for example from Missing to Provided or Accepted, and see the completion bar update.

Change an item status

Step 6: Attach evidence to an item​

For a Missing or Pending item, select the "+ Attach evidence" link or attachment icon, pick or upload the relevant files in the evidence picker, and attach them to the item.

Attach evidence to an item

Step 7: Review and comment on an item​

Open the item review thread to read existing comments, post new comments, and, if needed, open the compliance review modal to complete any required review actions.

Review and comment on an item

Step 8: Delete an item no longer required​

Use the item menu to choose Delete, confirm the action in the confirmation dialog, and remove the item from the required list and completion counts.

Delete an item no longer required

Step 9: Apply a handover template​

If the handover has no items or you need a standard set, open the Apply template option, choose a template filtered by handover direction, and apply it to seed required items.

Apply a handover template

Step 10: Save the current items as a template​

Once you are satisfied with the current list and structure of items, open the Save as template dialog, name the template, and save it for reuse on future handovers.

Save the current items as a template

Last updated: 2026-08-31