Check a handover submission before you accept it
Category: Compliance
Compares what the subcontractor sent with the section's acceptance criteria and posts the findings on the review thread for both of you.
Input Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
| Handover | Workspace Item Picker | Yes | The handover the submitted section belongs to. Pre-filled when this review is launched from a han... |
| Handover Section | Text | Yes | The handover section being reviewed. Filled in already when you start the review from the section... |
| Submitted Documents | Document Picker | Yes | Select the documents submitted against this handover section, or upload new files. |
| Reference / Standards Documents (Optional) | Document Picker | No | Select the reference documents (specifications, standards, policies, contract requirements) the s... |
| Compliance Areas to Review (Optional) | Multiple Selection | No | Select which compliance areas the submission should be reviewed against. Where none are selected ... |
| Additional Information (Optional) | Text | No | Any additional information about the handover, the submitting party, or specific concerns to cons... |
| Also create a full compliance report | Boolean | No | Create a PlanOps report holding the full review alongside the short note posted to the section. T... |
Parameter Details
Compliance Areas to Review (Optional)
Select which compliance areas the submission should be reviewed against. Where none are selected the review is driven by the section's acceptance criteria alone.
Options:
acceptance-criteria- Completeness against the section's acceptance criteriacontract- Project contract / specification requirementslegal- Legal and legislative compliancehealth-safety- Health and safetybuilding-safety-act- Building Safety Act / golden threadquality- Quality managementcommissioning- Testing and commissioning evidenceasset-information- O&M / asset information requirementsenvironmental- Environmental compliancewarranties- Warranties and certificationdocument-control- Document control (references, revisions, status)other- Other
Also create a full compliance report
Create a PlanOps report holding the full review alongside the short note posted to the section. Turn this off to post the note only.
Default: True
Outputs
Summary
Type: Text/Markdown
Summary
Outputs
Type: Structured Data (JSON)
Outputs
Compliance Status
Type: String
Compliance Status
Report Id
Type: String
Report ID
Completion Time
Type: String
Completion Time
Example Use Cases
Electrical Test Certificates Review
Review the test certificates submitted against the electrical installation section of a handover.
Configuration:
- Compliance Areas:
['acceptance-criteria', 'commissioning', 'document-control'] - Additional Context:
Second submission — the first was rejected for missing LV switchgear test sheets. - Create Report:
True
Tags: handover · compliance · submission-review · document-review
Last updated: 2026-08-31