Free template / no email required
Handover and O&M document register.
Use one row for each required manual, certificate, drawing, warranty or commissioning record. Keep receipt, review and acceptance as separate states.
Illustrative rows
Example handover document register
| Deliverable | Required from | Owner | Due date | Received | Reviewed | Accepted | Last chased | Notes |
|---|---|---|---|---|---|---|---|---|
| Commissioning sheets | Mechanical subcontractor | A. Byrne | 12 Sep | 09 Sep | 10 Sep | Pending | 08 Sep | Client review open |
| Fire alarm certificate | Specialist contractor | Not assigned | 12 Sep | Missing | Not started | Not started | Not recorded | Owner required |
| Equipment warranties | Supplier | M. Kelly | 15 Sep | 11 Sep | Returned | Not started | 12 Sep | Asset references missing |
| As-built drawings | Design team | S. Ryan | 18 Sep | 14 Sep | 15 Sep | 16 Sep | - | Accepted revision C |
The example is fictional. Blank rows are included for printing.
- 01 / RequireList what the pack must contain.
Use the project naming and separate each deliverable that needs its own owner or approval.
- 02 / ControlRecord the next accountable action.
A missing item without an owner or chase date is not yet controlled.
- 03 / CloseKeep acceptance distinct.
Received and reviewed files may still need correction before the final requirement is closed.