Hand over the shift

Help the incoming shift pick up work with its context intact

Carry plant status, open work, abnormal conditions, safety items, staffing and photos into the handover. Current state and next action help the incoming team pick up unfinished work without rebuilding its history.

Record the handover Read, ask and accept the handover

Roles, playbooks and a practical launch plan for your team.

Carry the earlier incident response into the investigation. Prior submitted incident fields remain visible to the next task.
SkillSmith · Carry the earlier incident response into the investigation

Carry the earlier incident response into the investigation

Pay only when you see results
Pay only when you see results

Agree the outcome for your first workflow with our team.

Trusted by leading organizations

VerizonKeysightAmerican EagleUC Berkeley
“SkillSmith has always been very professional and responsive throughout the entire process and an absolute pleasure to work with.”

Paul HildebrandDirector of HSE/DOT, Jones Power

Hand over the shift

Which operating conditions and unfinished items must move with this handover?

The team lead works from handover. The record makes plant status and open work clear to the next person.

WORKED DECISION

Add the unfinished item's state and next action

Decision pointInformation to useResponsible next step
Working materialHandoverOpen the selected material for this occurrence.
Recorded responseplant status, open work and abnormal conditionsSave the response with its work context.
Review pointstaffing and photosAgree the next action with the person responsible for this decision.
Review the selected material, this occurrence's response and any conditional follow-up.

Connected work across your team

Hand over the shift

Bring handover into the prepared work. Team lead and Receiving colleague each receive the context needed for their part.

Team lead

Record the handover

Record plant status, open work, abnormal conditions, safety items, staffing and photos.

  • plant status
  • open work
  • abnormal conditions
  • safety items
  • staffing
  • photos

The difference in your team’s day

Clear ownership and handoffs

BeforeThe next person receives an action without the preceding result.

With SkillSmithKeep the preceding result attached when the next responsible person receives work.

Timely, actionable work

BeforeA person cannot tell which contribution is ready for them.

With SkillSmithMake ready work and its requested contribution visible in My Tasks.

Connected information and agent support

The materials that make this method usable

Keep the relevant material available at the point it is used. The resource choices below support different parts of the work.

Your work context

Handover

The handover log.

Form

Open work

The open cases and work orders for the area, attached automatically.

Pulse Template

Guidance

What a good handover covers.

Document
SkillSmith

We bring the relevant
context into your work

ResourcesPlaybooks
My Tasks

Your next task, ready to act on

  • The job context
  • Your approved instructions
  • A clear response
Available to the right team member
Cover of the SkillSmith product sheet

Keep the conversation moving

Take the method into your team's discussion

Use the product sheet to review the roles, materials, workflow and setup choices together.

  • The full working method and the focused decision
  • Responsibilities and useful materials
  • A practical starting plan

PDF · 6 pages

Our delivery approach

Prepare the first useful playbook

Start with the materials and people you already have. We help make the setup choices explicit before your team uses the method.

  1. 01

    Select the working material

    Choose handover from the resources your team uses.

    What we prepare togetherThe relevant resources are available for the tasks that use them.

  2. 02

    Agree the responsibilities

    Confirm team lead and receiving colleague for this method, then choose the people eligible to receive its work.

    What we prepare togetherThe method names who contributes, reviews and receives the next work.

  3. 03

    Walk through the selected route

    Choose the task, eligible recipients and deadline, then walk through the actual response fields.

    What we prepare togetherYour team sees the response and the resulting next step before extending the method.

Talk with our team

We are here to help

Bring us the work your team wants to improve. We’ll walk through your instructions, responsibilities and review criteria, then show how our platform can support that work.

Bring your work; we help prepare the method

We work with your team to organize the source material, responsibilities and review choices. Start with one useful example, then carry the agreed method into everyday work.

Your materialUse the instructions, forms and references your team already maintains.

Practical preparationConnect the material to the people and responses needed for the method.

A useful walkthroughTry the ordinary route and the point where your team needs a different decision.

Rohit Singh

Rohit Singh

VP of Strategic Partnerships

Connecting your workflows with the systems and partners you rely on.

Brent Jackson

Brent Jackson

Director of Customer Success

Helping your team turn procedures into practical learning and task completion.

Your questions

Prepare the method for your team

What stays with the recorded response?

The response for this occurrence retains plant status, open work, abnormal conditions, safety items, staffing and photos. It belongs to the work being reviewed, rather than replacing a different occurrence's record.

Which materials do we need to bring?

Bring handover. We use those choices to prepare the working context, then check that each task opens the material it needs.

How do people receive the prepared work?

Select the prepared task and the relevant recipients when assigning work. Making a playbook available to a group and giving a person a task are separate setup choices.

What is the outcome for the wider workflow?

Handover acknowledged by the incoming lead with carried-over items.

Plan a useful first walkthrough

See it with your team’s work

Bring one real example and the material your team uses. We will walk through the task sequence and the decision that matters to you.

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