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Comply Accountability
Comply for T&C
Implement a Handover
Steps for implementing a handover

To implement a draft handover go to the handover summary. This can be found by going to the individual profile of the person who is handing over responsibilities and clicking the Handovers button.

 

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Any existing handovers for that person will be shown. Click the draft handover to be implemented to view the summary.

 

 

Before implementing any amendments can be made using the buttons on the right, the handover can be cancelled, or click Continue to Implement the handover.

 

 

At this point there is the option to request approval for the handover from the Senior manager and individuals, or to bypass without notifying the individuals involved. Click Implement handover to complete this action.

 

 

Once implemented all related draft SoRs will be created to reflect the changes and the Draft MRM will also pull in this information.

 

There is still the option to amend anything in the handover using the buttons on the right. Discussion points and documentation can also be added.

 

 

The handover will remain in the implemented state until all related SoRs have been made live. They can be viewed below the Individuals involved with an amber clock if in draft and a green lock if live.

 

 

 

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