Handover Compliance Review
Category: Compliance
Received a handover submission and need to check it before accepting? This task reviews the documents submitted against a handover section — comparing them against the section's acceptance criteria, your reference documents, and the selected compliance areas — then posts its findings straight onto the section's review thread so both you and the submitter can see them.
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 id of the handover section (required item) being reviewed. Pre-filled when this review is lau... |
| 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: 2026-07-31