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.