At a glance
A good handover exposes current information and records what happened. It does not replace the competent safety, structural, electrical, work-at-height or contractual controls required for the installation.
01 / Release
Confirm the pack before departure.
Identify the current scope, site contact, access window, delivery plan, item count, escalation owner and the approved safe-working records the team must use.
02 / Complete
Record outcome item by item.
Link completed items to evidence. If a location, component or customer dependency prevents completion, state it plainly and assign the next action instead of marking the whole visit complete.
Use one row per issued item or location. installed_or_delivered should say what happened to that row only. A snag stays in exception_or_snag with a next_action and owner; it is not cleared by a successful row elsewhere on the sheet.
03 / Return
Bring exceptions back into the job trail.
Customer comments, snags, return visits and potential variations need distinct ownership. Reconcile them with the quoted scope under approved commercial controls.