Record work before it is concealed
- Photograph cable, pipe, grounding, drainage, insulation, supports, and penetrations before covers are installed
- Include orientation and location, not only a close-up
- Mark departures from the issued drawing and the reason for the change
Identify installed equipment
- Equipment tag, manufacturer, model, serial or nameplate when appropriate
- Installed location and the system served
- Associated breaker, panel, valve, control, sensor, cable, or pipe route
- Manuals, warranties, test records, and approved settings received at handoff
Separate completed work from open work
A handoff should name each remaining item, temporary condition, access restriction, spare part, responsible party, and due date. Maintenance teams should not have to infer whether a condition was accepted, deferred, or overlooked.