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Creating a Handover

A handover is generated from a template and completed within a specific site.

This guide explains how handovers work and how to complete one.

Overview​

A handover consists of:

  • A template (structure and fields)
  • A site (context and variables)
  • A set of fields to complete
  • Optional dynamic values resolved at runtime

How Handovers Work​

When you create a handover:

  1. A template defines the structure (fields, sections, emails)
  2. A site provides context (e.g. name, variables, colour)
  3. The system generates a form for users to complete

All variables are resolved before display using site and handover data.

Field Types​

Each handover is made up of fields defined in the template.

Title​

Used for section headings.

  • Large, non-editable text
  • Can include variables

Label​

Used for descriptive or instructional text.

  • Not editable
  • Supports variables

Text​

Single-line input field.

  • Used for short responses
  • Example: names, counts, notes

Textarea​

Rich text input field.

  • Used for longer responses
  • Supports formatted content

Boolean​

Checkbox input.

  • True / false values
  • Used for confirmations

Currency​

Monetary input field.

  • Prefixed with £
  • Stored as a numeric value

Using Variables​

Fields can include dynamic variables using the following syntax:

£{variable_name}

These are replaced at runtime using values from the selected site or handover context.

Example​

Template field:

Site: £{site_name} Manager: £{manager_name}

Rendered in a handover:

Site: Head Office Manager: John Smith

If a variable is not defined, it will remain unchanged.

Completing a Handover​

Step 1: Review the Form​

The form is generated from the template and may include:

  • Section headings
  • Instructions
  • Input fields

Step 2: Enter Data​

Fill in all relevant fields:

  • Text inputs for short answers
  • Textareas for detailed responses
  • Checkboxes for confirmations
  • Currency fields for monetary values

Step 3: Save Progress​

Click Save to store your progress without submitting.

  • You can return and edit later
  • No submission is triggered

Step 4: Submit the Handover​

Click Submit when complete.

  • Locks the handover from further edits
  • Triggers any configured email notifications

Once submitted, the handover is considered final.

Behaviour After Submission​

  • Fields become read-only
  • Data can no longer be modified
  • Submission status is stored

Best Practices​

Complete all relevant fields​

Incomplete handovers reduce data quality and reporting accuracy.

Use consistent inputs​

Standardised responses improve reporting and analysis.

Avoid unnecessary edits after saving​

Frequent changes can lead to inconsistencies, especially in team environments.

Summary​

A handover:

  • Is generated from a template
  • Uses site-specific data
  • Supports dynamic variables
  • Can be saved or submitted

Proper use ensures consistent reporting and reliable operational data.