Issue a standard trade handover pack to a subcontractor
Category: Forms And Templates
Fills in the subcontractor, package, open snags and completed ITP records, and lists the product warranties the trade must hand over.
Input Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
| Subcontractor Representative | Dropdown | Yes | |
| Subcontractor | Organization Picker | Yes | Select the subcontractor organisation handing over the works, or create it inline if it is not ye... |
| Trade | Dropdown | Yes | |
| Work Package / Subcontract Reference | Text | No | |
| Handover Date | Date | Yes | |
| Scope of Works Handed Over | Text | Yes |
Parameter Details
Trade
Options:
joinery- Joinery / 1st Fix Carpentrydoors_ironmongery- Doors & Ironmongerywindows_glazing- Windows & Glazingcurtain_walling- Curtain Wallingcladding- External Cladding / Rainscreenroofing- Roofingstructural_steel- Structural Steelworkbrickwork- Brickwork / Blockworkinsitu_concrete- In-Situ Concrete (non-specialist)precast_concrete- Precast Concretesuspended_ceilings- Suspended Ceilingspartitions- Demountable Partitionsraised_floors- Raised Access Floorskitchens_joinery- Bespoke Joinery / Kitchensbalustrades- Balustrades / Handrailsexternal_works_specified- External Works (specified)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
Itp Records Count
Type: Number
ITP Records Pre-loaded
Example Use Cases
Issue standard handover for cladding subcontractor
Issue a standard subcontractor handover for an external cladding package.
Configuration:
- Subcontractor Rep User Id:
user_456 - Subcontractor Name:
Façade Systems Ltd - Trade:
cladding - Work Package Ref:
WP-022 - Handover Date:
2026-06-30 - Scope Description:
Block A external cladding — all elevations
Tags: audit · handover · subcontractor · standard · warranties · form-instance
Last updated: 2026-08-31