Manage required handover items

Review, filter and update required handover items, attach evidence, and track completion by category.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the Required items tab

Navigate to the handover workspace and open the Required items tab to see all required items grouped by category.

Step 2: Review completion status by category

Check the completion bar and the category header cards to see how many items are satisfied versus outstanding in each group.

Step 3: Filter items by status

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

Step 4: Expand a category or item

Select the expand or collapse chevron on a category or individual item row to reveal its details, status controls and evidence area.

Step 5: Update an item status

Use the inline status pill control to change an item's status, such as moving it from Missing to Pending, Provided or Accepted as work progresses.

Step 6: Attach evidence to an item

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

Step 7: Download or remove attached evidence

Use the evidence actions to download attached files for review or detach evidence that is no longer relevant.

Step 8: Open the compliance review

Launch the compliance review modal from an item to assess whether the evidence satisfies the requirement and record the outcome.

Step 9: View and respond to review threads

Open the item review thread panel to read comments, clarify requirements, and respond to queries about specific items.

Step 10: Apply or save a template

Use the template options to re-apply a handover template if seeding failed or save the current set of required items as a reusable template.

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Last updated: 2026-07-30