To complete and close an implemented handover go to the handover summary. This can be found on the handover widget, or by going to the individual profile of the person who is handing over responsibilities, or anyone involved in the handover, and clicking the Handovers button.

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

Before completing/closing 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.

Once all the SoRs are made live the handover will either automatically close, or await closure, depending on the selection made for an Automatic or Manual close. Where Manual close has been selected the handover will not close until the Close handover button is clicked on the handover summary.

Once closed the handover date can still be amended and the certificate downloaded.

Closed handovers do not show on the dashboard widget as no further action is required.