Shift handover and open-action record
Transfer open issues, pending checks and review responsibilities between shifts with explicit next owners.
- Open work
- Responsibilities
At each relevant handover · Includes blank response fields and action tracking
One check.
One clear answer.
Record site, outgoing and incoming shifts, time and participants.
Tap an answer to continue
Interactive example · No account needed
A quick check.
Then back to your day.
A clear starting point
Make it your own
Start right here
A little structure.
A more confident shift.
Keep unresolved work visible when responsibility changes, without treating handover acknowledgement as task completion.
Make it specific to your site.
Identify the shift scope and authoritative records. Follow the site procedures for urgent concerns and controlled instructions.
Shift handover and open-action record
Site: ____________________ Date: ______________
Completed by: _____________ Reviewed by: _____________
01Open work
Record site, outgoing and incoming shifts, time and participants.
List open findings and their authoritative record references.
Identify pending measurements, reviews and verification.
Record current restrictions or unresolved matters under the site procedure.
02Responsibilities
Assign the next responsible role for each item.
Record acknowledgement and any outstanding question.
Record the next check or review time where appropriate.
Keep the underlying actions open until their own completion and review.
Close the loop
Confirm the receiving roles can access the referenced records and understand the next steps. Keep any unresolved question open.
Kivloo · kivloo.app/template-library/shift-handover-record
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.
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