Set Up & Generate Handover Document

This guide provides a step-by-step process for creating an organized and efficient O&M handover document. By following these instructions, users can ensure that all necessary files are properly categorized, assigned, and easily accessible, streamlining the handover process. It also highlights the importance of user responsibilities and the final generation of a comprehensive manual, making it an essential resource for effective project management.

Step By Step Guide

1. Navigate to the Plexa Dashboard and Click O&M Handover
2. Click on the Folder Structure
3. Create Subfolders if required
4. Name the Subfolder
5. Click Upload Files
6. Click Close
7. Rename Folders if Required by clicking the pencil icon
8. Assign Users Responsible for Uploading Documents to Relevant Folders
9. Select Users to be Assigned to Upload Documents
10. When Status is changed to Complete you can then Generate an O&M Manual.
11. Click GENERATE MANUAL

Video Tutorial

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