01What it is
A handover protocol belongs to a job. You create it on the job card, in the Handovers tab, for a job in progress or ready for handover. The register in the menu is for reviewing all protocols.
Each item is one scope of work with a result: Accepted, With defects or Not accepted. An item with a defect requires a remedy deadline, no earlier than the handover date.
A draft can be corrected. Closing gives the protocol a number, and from then on it is a document that is not changed in place. Each defect then opens its own issue with a deadline.
- FINAL HANDOVER
- The unit's handover date and warranty end set on closing.
- DEFECTS
- Followed up in issues after closing.
- CUSTOMER
- Confirms the protocol through a link or rejects it with a note.
02What it is for
Handover in writing
Number, date, the person receiving the work and the result of every item.
No defect gets lost
Closing opens an issue with a deadline for every defect.
Warranty from handover day
A final handover sets the unit's warranty end.
Customer confirmation
The customer receives a link to the protocol by e-mail.
03Main options
Handovers are a register of protocols and the card of one protocol with its items.
Handovers from all jobs
Tiles: protocols, drafts and protocols with defects.
- State filter: draft, closed
- Type filter: partial or final handover
- A row opens the protocol card
Scope handed over and results
Header: handover type, date, person receiving and warranty.
- Item: scope of work, result, notes, remedy deadline
- Warranty of 1 to 240 months on a final handover
- History tab: who changed the protocol and when
Number, defects and confirmation
You send a closed protocol to the customer for confirmation.
- Protocol number and defect issues with deadlines
- Unit: handover date and warranty end after a final handover
- With no defects a final handover closes the job
04Tasks step by step
- STEP 1Open the job card and choose Add handover protocol.
- STEP 2Choose a partial or final handover and the handover date.
- STEP 3You can fill in items straight away from the job scope visible to the customer. A draft is created.
- STEP 1On the protocol card add an item for each scope the customer assesses separately.
- STEP 2Set the result: Accepted, With defects or Not accepted.
- STEP 3For a defect enter notes and a remedy deadline.
- STEP 1Fill in who receives the work for the customer and, on a final handover, the warranty period in months.
- STEP 2Choose Close protocol. The protocol gets a number and defects open issues.
- STEP 3Choose Send to customer for confirmation. The customer confirms the protocol or rejects it with a note.
05Actions
The most common tasks around handovers.
Add handover protocol
On the job card.
Close protocol
Number and defect issues.
Send to customer for confirmation
A link to the protocol by e-mail.
Print protocol
The protocol for signing or the archive.
06What it connects to
Choose a module to see where a handover leads.
Customer approvals
Customer confirmation of a protocol is an approval of the Protocol type.
Go to the topicCustomer approvals