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Reviewing Handover Dossier

The summary page of the dossier is indicative of outstanding items.  Line items sum the approved / completed information compared to the relevant dossier items.  Items in bold red should be reviewed.  

Launching the Handover Dossier Summary Page

 
You can launch the summary page of the dossier by clicking on the dossier itself or by navigating from the action menu of the dossier: Action Menu -> Dossier -> Summary.
 
 

Updating a Handover Dossier

 
From the Action Menu of the Dossier, expand the TOD menu and use the Update command: Action Menu -> Dossier -> Update.
 
 
Important:
Updating a dossier is an intensive process and can take several minutes to complete.