Adding Handover Checklist Templates

To add a handover checklist template:

1. On the PW Admin menu, under Separation, click Separation .

2. On the left navigation pane, click Handover Checklist Template.

3. Click Add.

The Add Handover Checklist Template dialog box appears:

4. In the Name text box, enter the name of the checklist template.

5. In the Description text box, enter a meaningful description of the checklist template.

6. In the Department drop-down box, select the department to which the template has to be mapped.

7. In the Approver text box, press SPACEBAR once or enter the first few letters of the employee name or employee ID and on the list, select the employee whom you want to assign as an approver of the defined handover checklist template.

Note 1:              You can select multiple approvers for the checklist template.

Note 2:             We can add multiple approver names for the same checklist template. Approver Names should be separated by comma. If you check the Reporting officer check box, then this field will appear dimmed.

8. If the approver is the reporting officer, select the Reporting Officer check box, else clear the check box.

9. In the Sequence no text box, enter the sequence number assigned to the checklist template for the separation process.

10. Click the Checklist item drop-down box, and select the check box corresponding to the checklist item or items that are applicable for the defined template.

11. If the checklist template has to be available in the separation process, select the Active check box, else clear the check box.

12. Perform one of the following steps:

• To save the handover checklist template and close the dialog box, click Save and Close.

• To save the checklist template and continue adding another template, click Save and Continue.

Note 1:             To exit the dialog box without saving, click Cancel.

Note 2:             Fields marked * are mandatory and cannot be left blank.

Note 3:             In the selection drop-down box, to select all the items click Check All or to clear all the selections, click Uncheck All.

• If you want to edit an existing handover checklist template, select the check box corresponding to the checklist template. Click Edit, make the required changes and save.

• If you want to delete an existing handover checklist template, select the check box corresponding to the checklist template. Click Delete and confirm.

Click to know more:

Handover Checklist Templates

View Handover Checklist Templates