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
| Parameter | Type | Required | Description |
|---|---|---|---|
| Additional Review Information | Text | No | Optional context, assumptions or focus areas for the handover screening (e.g. a client requiremen... |
| Packages to Include | Multiple Selection | No | Optional. Limit the screening to these packages only, for example the batch you have just importe... |
| Handover Pack Due (days after package completion) | Number | No | How many days after a package's planned completion its handover pack is due. Sets each handover's... |
| Create Handover Placeholders | Boolean | No | If enabled, creates a draft handover for each package identified - linked to its package, seeded ... |
| Create Summary Report | Boolean | No | If 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: 2026-09-07