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You can generate a Handover report for multiple Quality packages. 1.

  1. To do this you must first create a saved search. (Click here for how to save a search.)

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  1. Edit the saved searches layout to add a document tick box option at the beginning of each row. (Click here for how to edit the layout.)

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  1. Select the documents for which you want to create the Handover report for.

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  1. Then click on Tools >

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  1. Handover

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  1. Package.

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5. From here you can make your selections.

6. View the Summary report to identify what forms are going to be included in the report – PRIOR – to downloading it. The report content and data will update based on the selections you make.

6. Click Download or Send on a Form to generate the report. (refer here for more information)

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  1. The Handover Package will open.

  2. Refer here to find out how to finalise your handover package.

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