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Note

Your Project Administrator for iTWO cx will set this up.  Click here for how to.

Generate a Handover Report

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2. This will launch a pop up showing you the different options for your report.

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The Elements of the Handover Report

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4. Tick whether you want to include the attachment of the related document types.

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Including Second Level Documents
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SLD
SLD

If you would like to include the documents linked at a secondary level please tick the Include second level linked documents tick box.

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In the example below the work lot has an Action Point, Inspection and Test Plan (ITP) and a Test Request as related documents.

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This will download the report as a zip file.

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What the Handover Report Zip File Looks Like

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1. Click on Send on a Form.

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2. This will generate the report as a zip file.

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4. In this example the General Correspondence has been selected. 

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5. The new General Correspondence form is created with the zip file attached to the form.

6. Fill in the title, action and info collaborators as well a comment and click submit.  The form will be sent.

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