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Shift Notes & Handoff ✅ preview

Shift Notes & Handoff ✅

Shift Handover keeps every shift informed and accountable by capturing structured handover notes that the incoming team can act on immediately. **What it does** Document issues, safety alerts, production constraints, and follow-up actions at the end of each shift. Handovers are organized by shift (A / B / C) and linked to UpKeep locations and team members. **When to use it** Use this app at the end of every shift — before the next team arrives — to record what happened, flag anything that needs attention, and hand off open items cleanly. **Basic steps** 1. Click **New Handover** and select your shift (A, B, or C). 2. Choose a location from your UpKeep account or type a custom area name. 3. Fill in the top issues from your shift. Add safety notes or production constraints if needed. 4. Check **Follow-up Action Required** if the next shift needs to take action on an open item. 5. Submit the handover. It will appear in the list under your shift tab. 6. Optionally click **Create WO** on any handover to push it into UpKeep as a work order. 7. Click **Close** when the item is resolved — any linked work order will be completed in UpKeep automatically. **Note:** Handovers are stored in this browser only and will not sync across devices or sessions.