Bulk Generate a Handover Report

Owned by Damith Samarakoon
Last updated: Dec 11, 2024 by Rebecca David
1 min read

You can generate a Handover report for multiple Quality packages. 

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

  2. 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.)

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

  4. Then click on Tools > Handover Package.

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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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