DAILY OPERATIONS · FREE TEMPLATE

Shift handover checklist

Pass on priorities, equipment status, outstanding actions and ownership clearly between shifts.

Use in Kivloo Explore the checklist Free to print & download
INSIDE THIS WORKSHEET
  1. Shift context
  2. Open items and acceptance

Every handover · Includes blank response fields and action tracking

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Shift handover checklist

One check.
One clear answer.

Record site, date, outgoing shift and incoming shift leads.

Tap an answer to continue

Interactive example · No account needed

MEET PIP, YOUR FIELD COMPANION

A quick check.
Then back to your day.

07Checks & fields
A clear starting point
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THE RIGHT CHECK. AT THE RIGHT MOMENT.

A little structure.
A more confident shift.

A structured handover helps the next team pick up work with context. Use it to distinguish completed work from unresolved issues and to confirm who has accepted each priority.

BEFORE YOU START

Make it specific to your site.

Agree who gives and receives the handover and when it happens. Keep sensitive personal or patient information out of this general operations record and use the appropriate restricted system instead.

kivloo.FIELD NOTES / DAILY OPERATIONS
THE COMPLETE STARTER CHECKLIST

Shift handover checklist

Site: ____________________   Date: ______________

Completed by: _____________   Reviewed by: _____________

01Shift context

  1. Record site, date, outgoing shift and incoming shift leads.

  2. Summarise work completed and the next shift's priorities.

  3. Record staffing changes and equipment status affecting the next shift.

02Open items and acceptance

  1. Record incidents, restrictions and unresolved operational issues.

  2. List outstanding actions, owners, due dates and escalation contacts.

  3. Record key stock, delivery or contractor updates.

  4. Record questions resolved and acknowledgement by the incoming lead.

Close the loop

Have the incoming lead acknowledge priorities and unresolved actions. Carry open items forward with their original owner and due date so they do not disappear between shifts.

Kivloo · kivloo.app/template-library/shift-handover-checklist

How to use the downloaded checklist

Open the CSV in your spreadsheet app. Adapt the checks, enter your approved criteria and add any missing site requirements. Use the result, action, owner, due date and verification columns to document follow-up.

Keep the original observation when a check fails. Record the corrective action and verification separately so the full sequence remains clear.

BRING THE ROUTINE TO YOUR TEAM

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