Build your shift handover log.

How to build your shift handover log

1. 1

   Describe the job

   Keep open shift issues and incoming-team acceptance in one handover log.

2. 2

   Review the first version

   Choose how the shift planner records the shift and how the team lead reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your shift handover log

• Keep the shift in context

  Keep shift, open item, reported state, outgoing owner, incoming acceptance and next check together so the next person can understand the request or record.

• When the next step needs a decision

  An outgoing shift reports an unresolved packing issue. Keep it open until the incoming coordinator accepts the handover and records who owns the next check.

• Keep next check visible

  Leave the item outstanding until the incoming shift accepts the next check.

• Choose what each person needs

  Give the shift planner a working view and the team lead a review view. Keep shift and open item attached to the decision as the work moves between them.