Engineering information handover checklist.
A practical starting point.

Review checklist

Work through the checklist.

Use the checkboxes during a review. Entries stay in this browser tab and are not submitted to a server. Print or save the completed page for your own records.

• Name the receiving operations owner and project information owner.
• List required asset records, drawings, manuals and procedures.
• Agree document numbering, revision and status conventions.
• Define metadata needed to find information by asset and location.
• Identify missing, duplicate and superseded items.
• Confirm acceptance requirements with engineering and operations.
• Test access for receiving staff and approved third parties.
• Check that current drawings can be identified without ambiguity.
• Record exceptions and name an owner for each gap.
• Agree a method for approving corrections and final revisions.
• Transfer a representative sample and test search and retrieval.
• Record final acceptance and the location of authoritative records.
• Set ongoing ownership after the project team leaves.

Action worksheet

Record the next step.

Useful output: An agreed acceptance checklist and exception register for the receiving team.

This worksheet supports planning. Retention, access and disposal decisions require the organisation’s responsible owners and applicable policy review.