Generate a Handover Report

Owned by Former user (Deleted)
Last updated: Dec 12, 2024 by Rebecca David
4 min read

With RIB CX you can easily create a handover report for all your Quality documents. 

Your Project Administrator for RIB CX will set this up.  Click here for how to.

Issues generating the handover report may be due to the file path length.

Consider shortening the length of your:

  • Handover Report Title

  • Attachment File Names

Generate a Handover Report

  1. Go to the form you want to do a handover report for.

  2. Click on the Handover Package button on the blue toolbar.

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

image-20241211-041940.png

The Elements of the Handover Report

Please note that the report itself will be generated as a zip file.

  1. Title of the report. By default this will use the title of the form you are generating the report from. In this example its the title of the work lot.

image-20241211-043301.png

  1. Do you want to include the form along with its attachments? Place a tick in the check box.

  2. Do you want to include the second level linked documents? Place a tick in the check box.

  3. Tick which linked documents you want to include.

  4. Tick “include attachments” if you want to include your linked documents attachments

  5. Download PDF’s without Audit History (changes/viewers).

    1. Default Setting: The tick box is unticked by default.

    2. Functionality: If the user ticks this box, the generated PDFs will not show the changers' and viewers' details.

    3. Audit Trail: If the box is left unticked, the PDFs will still download with the audit trail included.

Including Second Level Documents

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

In the example below the work lot has two Action Points, and two ITPs as related documents.

The first Action Point (AP) has one (1) related (or linked) document (shown by the red square). This is the 2nd level documents. If you would like to include this document in your handover report please select the Include second level linked documents tick box.

Downloading the Report

Once you have selected the options for your report, click on Download.

This will download the report as a zip file.

What the Handover Report Zip File Looks Like

Once the zip file is downloaded the contents will show as the image below.

Each document type linked to the work lot will have its own folder. 

The folder will contain:

  • A PDF of the form.

  • Any attachments associated with the form.

  • Any linked documents and their attachments.

Send on a Form to Someone on Your Project

You can also send the handover report to a member of your project on a RIB CX form as an attachment (a zip file).

To do so, instead of clicking Download:

  1. Click on Send on a Form.

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

  2. The FIRST time you create a Handover Report for your project you will get to choose a form. Subsequent Handover Reports will be sent on the same form.

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