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
- Create Template: In eAuditor Audits & Inspections, create a new template for the project handover checklist. Structure the checklist sections and items as outlined above.
- 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”).
- 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.
- Signatures and Approvals:
- Ensure you include electronic signature fields for project managers and clients for final sign-off.
- Automated Reports:
- Set up automatic PDF or Excel reports once the checklist is completed and ensure these are shared with stakeholders (client, project team).
- 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.