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Set the handover requirement for every package now

Category: Quality

Decides which handover pack each package needs at the end and creates it now, so each subcontractor knows on day one what they hand back.

Input Parameters​

ParameterTypeRequiredDescription
Additional Review InformationTextNoOptional context, assumptions or focus areas for the handover screening (e.g. a client requiremen...
Handover Pack Due (days after package completion)NumberNoHow many days after a package's planned completion its handover pack is due. Sets each handover's...
Create Handover PlaceholdersBooleanNoIf enabled, creates a draft handover for each package identified - linked to its package, seeded ...
Create Summary ReportBooleanNoIf enabled, creates a markdown report summarising the handover screening and the placeholders cre...

Outputs​

Summary​

Type: Text/Markdown

Summary

Outputs​

Type: Array

Outputs

Completion Time​

Type: Text/Markdown

Completion Time

Report Id​

Type: Text/Markdown

Report ID

Handovers Created​

Type: Number

Handovers Created

Packages Reviewed​

Type: Number

Packages Reviewed

Awaiting Appointment​

Type: Number

Awaiting Subcontractor Appointment

Disclaimer​

Type: Array

Disclaimer

Example Use Cases​

Raise handover placeholders across the project​

Screen every work package and create the placeholder handover each one will need at close-out.

Configuration:

  • Create Handover Records: True
  • Create Report: True
  • Handover Offset Days: 0

Preview the handover tiers without creating records​

Screen the packages and produce the report only - no handover records are created.

Configuration:

  • Create Handover Records: False
  • Create Report: True

Raise placeholders with a two-week close-out buffer​

Create the placeholders and make each handover pack due two weeks after its package's planned completion.

Configuration:

  • Create Handover Records: True
  • Create Report: True
  • Handover Offset Days: 14

Tags: handover · packages · subcontractor · project-setup · workspace-items · planops-report

Last updated: 2026-08-31