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Issue Subcontractor Handover (Simple)

Category: Forms And Templates

Pre-populate and issue a Subcontractor Handover - Simple Trade form. Hydrates the subcontractor name, work package reference, scope description, and any open snags raised against the subcontractor's work package so the package manager can see at a glance what blocks handover.

Input Parameters

ParameterTypeRequiredDescription
Subcontractor RepresentativeDropdownYesPerson who will complete the subcontractor handover side of the form.
SubcontractorOrganization PickerYesSelect the subcontractor organisation handing over the works, or create it inline if it is not ye...
TradeDropdownYes
Work Package / Subcontract ReferenceTextNo
Handover DateDateYes
Scope of Works Handed OverTextYes

Parameter Details

Trade

Options:

  • drylining - Drylining / Plastering
  • painting - Painting & Decoration
  • demolition - Demolition (labour)
  • groundworks_basic - Groundworks (non-specified)
  • labour_only - Labour-Only
  • tiling - Tiling
  • flooring_finishes - Floor Finishes (carpet / vinyl)
  • carpentry_2nd_fix_basic - 2nd Fix Carpentry (skirtings / architraves)
  • external_works_basic - External Works (basic)
  • other - Other

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

Open Snags Count

Type: Number

Open Snags

Example Use Cases

Issue simple handover for painter

Issue a simple subcontractor handover for a decorating package.

Configuration:

  • Subcontractor Rep User Id: user_456
  • Subcontractor Name: ABC Decorating Ltd
  • Trade: painting
  • Work Package Ref: WP-018
  • Handover Date: 2026-06-15
  • Scope Description: Block A, Levels 1-3, all internal decoration

Tags: audit · handover · subcontractor · simple · form-instance


Last updated: 2026-06-08