Project Handover Checklist

Creating a Project Handover Checklist using eAuditor Audits & Inspections (a popular inspection and auditing app) can help ensure that all critical aspects of a project are reviewed, documented, and handed over properly. Here’s a general guideline to structure the checklist in eAuditor Audits & Inspections.

Project Handover Checklist Template

1. General Information

• Project Name:
• Project Number:
• Client Name:
• Project Manager:
• Handover Date:
• Handover Team:
• Signature:

2. Project Overview

• Brief Description of the Project:
• Scope of Work Completed:
• Key Milestones Achieved:
• Major Deliverables:

3. Contract and Documentation

• Contract/Agreement Signed & Submitted
• Project Scope Document Submitted
• Design/Engineering Documents Handed Over
• Final As-Built Drawings Submitted
• Testing & Commissioning Documents
• Warranty and Guarantee Documents Provided
• List of Third-Party Contractors/Suppliers

4. Financial Handover

• Final Invoice Submitted
• All Payments Cleared
• Financial Statements Provided (Cost Summary, Budget vs. Actuals)
• Pending Payments and Liabilities (if any)
• Retentions (if applicable)

5. Technical Handover

• Final Inspection Completed
• Testing and Commissioning Results Submitted
• System Performance Verification (Passed/Failed)
• Operation and Maintenance Manuals Submitted
• Equipment/Site Handover Checklists Signed
• Health and Safety Certificates Submitted
• Environmental Compliance Certificates Provided

6. Client Handover

• Client Training (if applicable)
  • Equipment Training
  • System Operation Training
  • Safety Procedure Training
• Client Sign-Off on Training
• Feedback from Client (if any)
• Project Completion Certificate Signed by Client

7. Asset Handover

• Asset Register Created and Submitted
• Equipment and Tools Handover List
• Transfer of Warranties and Maintenance Agreements
• Site Access and Keys Handover

8. Health and Safety

• Handover of Safety File
• List of Incident Reports (if any)
• Risk Assessments Handed Over
• Safety Audits Conducted and Signed Off

9. Legal and Regulatory Compliance

• Compliance with Local/State Regulations
• Final Inspection and Approvals from Authorities
• Licenses, Permits, and Certificates Handed Over

10. Lessons Learned and Improvement Suggestions

• Lessons Learned (Challenges/Successes)
• Recommendations for Future Projects
• Improvement Suggestions

11. Final Sign-Off

• Handover Accepted By:
  • Client Name:
  • Signature:
• Handover Facilitated By:
  • Project Manager Name:
  • Signature:

How to Implement in eAuditor Audits & Inspections

1. Create Template: In eAuditor Audits & Inspections, create a new template for the project handover checklist. Structure the checklist sections and items as outlined above.
2. Add Fields:
   • Use text fields, checkboxes, and signatures where required.
   • Add dropdowns or multiple-choice options for standardized responses (e.g., “Completed”, “Pending”, “Not Applicable”).
3. Add Media or Documents:
   • Use the eAuditor Audits & Inspections feature to attach relevant documents (designs, drawings, certificates) directly in the checklist.
   • You can also include images for visual verification.
4. Signatures and Approvals:
   • Ensure you include electronic signature fields for project managers and clients for final sign-off.
5. Automated Reports:
   • Set up automatic PDF or Excel reports once the checklist is completed and ensure these are shared with stakeholders (client, project team).
6. Task Assignment and Tracking:
   • If there are any pending items, assign tasks directly through eAuditor Audits & Inspections and track progress.

This structure will help ensure a smooth handover process, with clear documentation and sign-offs for both the project team and the client.