Skip to main content

Manage required handover items

Review, filter and update required handover items, including statuses and supporting evidence, to track handover completion.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Required items tab​

Navigate to the handover and switch to the Required items tab to see all items grouped by category with their completion counts.

Open the Required items tab

Step 2: Filter items by status​

Use the filter chips at the top (All, Missing, Pending, Provided, Accepted) to focus on items with a specific status.

Filter items by status

Step 3: Expand a category group​

Click the chevron next to a category header to expand or collapse the list of required items within that category.

Expand a category group

Step 4: Review item details and status​

For each item, review its name, current status pill and any attached evidence shown within the expanded category.

Review item details and status

Step 5: Change the status of an item​

Open the status control for an item and select a new status such as Missing, Pending, Provided, Accepted, Rejected or N/A to reflect its current state.

Change the status of an item

Step 6: Attach evidence to an item​

Select the "+ Attach evidence" option on a Missing item or use the evidence picker to upload or link supporting documents.

Attach evidence to an item

Step 7: Remove attached evidence​

Use the evidence controls on an item to remove or replace attachments that are no longer relevant.

Remove attached evidence

Step 8: Add a new required item​

Click the add button in the relevant category to create a new required item, then enter its details so it appears in the list.

Add a new required item

Step 9: Update an item’s details​

Edit the inline fields, such as the item name or notes, to keep the required information accurate and up to date.

Update an item’s details

Step 10: Delete an item​

Use the item actions menu or delete icon, confirm the deletion in the confirmation dialogue and remove the item from the list.

Delete an item

Step 11: Apply a handover template​

Open the template picker, filtered by handover direction, and apply a predefined template to quickly populate standard required items.

Apply a handover template

Step 12: Save current items as a template​

Use the Save as template option to store the current configuration of required items for reuse on future handovers.

Save current items as a template

Step 13: Monitor completion progress​

Review the handover completion bar at the top of the tab to track how many required items have been completed across all categories.

Monitor completion progress

Last updated: 2026-06-27