Create Handover Checklist

Handover Checklist is a process of transition of responsibilities, tasks, and information from one employee to another.

Follow the steps given below to create Handover Checklist.

• Open Termination Request record in Approved or Submitted state.
• Navigate to -> Handover Checklist tab on Termination Request detail page.

• Click on -> Create button. 
• Handover Checklist create page will open. 
• Add Name in Name field.
• Set date.
• Click on -> Save button.
• After Saving the record, Handover Checklist Line tab will appear.
• Navigate to Handover Checklist Line tab, click on -> Create button.
• Add Name into Name Field.
• Click on -> Save button.
• Mark Status of Handover Checklist line as Received or Not Received. 
• Click on -> Save button.