Summary
In short
- A project handover record is a record used in KnowMaintain that transfers a completed project to the people who will run and maintain it, with documentation, training and outstanding items listed. It is built against ISO 55001 cl.8.1 and forms part of the Capital Projects and Commissioning programme.
- Completed at handover. Signed by both sides.
- The template holds 57 fields across 7 sections.
- Scoring is handovers complete, where high is good.
- ISO 55001 is asset management systems. The international standard for getting value from physical assets across their whole life. Underpins the maintenance templates.
- It connects to the rest of the library: links Commissioning, Manuals, Training.
What it is
What it is
What is a project handover record?
A project handover record is a record used in KnowMaintain that transfers a completed project to the people who will run and maintain it, with documentation, training and outstanding items listed. It is built against ISO 55001 cl.8.1 and forms part of the Capital Projects and Commissioning programme.
When is a project handover record completed?
A project handover record is completed at the moment the event happens, rather than reconstructed afterwards. Completed at handover.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- The workspace is being set up, or the register needs an entry added or retired
- You are running the Capital Projects and Commissioning programme and this is one of its steps
- A linked record needs this one to exist: links commissioning, manuals, training
Not for
- Capital Project Safety Review, which reviews a capital project at each stage for safety, hygienic design, access and maintainability before money is committed.
- Equipment Specification Record, which holds the specification a new machine must meet, covering performance, safety, hygiene, energy and maintenance access.
- Installation Progress Record, which records progress, quality and safety during an installation, including permits and contractor performance.
- Anything outside KnowMaintain, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 55001Asset management systems
The international standard for getting value from physical assets across their whole life. Underpins the maintenance templates.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the project handover record template based on?+
It is built against ISO 55001 cl.8.1. ISO 55001 is asset management systems. The international standard for getting value from physical assets across their whole life. Underpins the maintenance templates. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the project handover record contain?+
There are 7 sections: header, documentation, setting up for support, people, outstanding, related records, result. Together they hold 57 fields, 48 of which are required.
How many project handover record records should we have?+
This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.
Which programme does the project handover record belong to?+
It is part of Capital Projects and Commissioning. Equipment arriving with its procedures, training and spares rather than after them.
How is a project handover record scored?+
Scoring is handovers complete. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the project handover record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the project handover record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowMaintain — asset maintenance. Work orders, planned maintenance, calibration, reliability and shutdowns.
Meet KnowMaintain→Sources
Sources
- ISO 55001 — Asset management systems
- ISO — International Organization for Standardization