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Issue a handover pack for a commissioned system

Category: Forms And Templates

Fills in the subcontractor, package, open snags and NCRs. Lists the commissioning records and certificates the discipline must produce.

Input Parameters​

ParameterTypeRequiredDescription
Subcontractor RepresentativeDropdownYes
SubcontractorOrganization PickerYesSelect the subcontractor organisation handing over the works, or create it inline if it is not ye...
System / DisciplineDropdownYes
Work Package / Subcontract ReferenceTextNo
Handover DateDateYes
Scope of Works Handed OverTextYes

Parameter Details​

System / Discipline

Options:

  • mep_mechanical - MEP — Mechanical
  • mep_electrical - MEP — Electrical
  • mep_public_health - MEP — Public Health / Plumbing
  • hvac - HVAC / Air Conditioning
  • bms_controls - BMS / Controls
  • fire_alarm_detection - Fire Alarm & Detection (BS 5839)
  • fire_suppression_sprinkler - Sprinkler / Suppression
  • lifts_escalators - Lifts & Escalators (LOLER)
  • lightning_protection - Lightning Protection (BS EN 62305)
  • security_access_cctv - Security / Access / CCTV
  • gas_installation - Gas Installation
  • medical_gases - Medical Gases (HTM 02-01)
  • renewables_solar - Renewables — Solar
  • renewables_heatpump - Renewables — Heat Pump
  • water_treatment_hygiene - Water Treatment / Hygiene
  • specialist_other - Other Specialist Commissioned System

Outputs​

Summary​

Type: Text/Markdown

Summary

Outputs​

Type: Array

Outputs

Completion Time​

Type: Text/Markdown

Completion Time

Form Instance Id​

Type: Text/Markdown

Form Instance ID

Expected Certs Count​

Type: Number

Expected Certificates

Example Use Cases​

Issue complex handover for fire alarm subcontractor​

Issue a complex subcontractor handover for the fire alarm and detection package.

Configuration:

  • Subcontractor Rep User Id: user_456
  • Subcontractor Name: FireGuard Systems Ltd
  • System Type: fire_alarm_detection
  • Work Package Ref: WP-031
  • Handover Date: 2026-06-30
  • Scope Description: Whole-building fire alarm and detection system (BS 5839-1) — Category L1

Tags: audit · handover · subcontractor · complex · commissioning · statutory · form-instance

Last updated: 2026-08-31