A clearer handover starts with a shared record.
Keep events, defects, instructions and corrective work visible, so the next shift can understand what changed and what still needs attention.
O&M Records,
with the context you need.
Use O&M Records as the shared starting point for handovers and department follow-up. Record the event, keep its equipment context, and link corrective work when a defect needs repair. Handover uses these shared records; it is not a separate shift-signoff workflow.
Events and defects
Capture the location, equipment, severity, priority and supporting evidence.
Assignments and work requests
Route defects to a department or user and keep corrective work linked.
Instructions and updates
Review operational instructions, comments and attachments alongside records.
Statistics and exports
Filter by status and operational context for shift and department reviews.
How the work connects.
- 01
Record what happened
Create an operational record or a defect with enough context for the next person.
- 02
Set the follow-up
Assign a defect and link a work request when corrective work is required.
- 03
Keep the record current
Add evidence, comments and meaningful status updates.
- 04
Review and close
Review the work and evidence, then record the reason for resolution or closure.
Before you
get started.
Is a record different from a defect?
Yes. A record documents an operational event or observation. A defect supports assignment and linked corrective work when equipment needs attention.
Does O&M Records include a separate shift approval process?
Handover is supported by shared records, instructions, status and history. The workflow described here does not include a separate shift approval or instruction acknowledgment.
Who can publish special instructions?
Special instructions use the system Operations Manager role. Access is assigned through the installation’s role setup.
See o&m records in context.
Bring a representative workflow. We’ll walk through the records, responsibilities and configuration together.