Handover workflows

Construction-to-operations handover works best as a sequence of capture, intake, review, validation and controlled preparation — not as a single upload.

Field Capture workflow

Starting problem: Asset details and evidence live in notebooks, photos and ad-hoc messages.
Actions: Start a capture session, record fields, attach evidence and resolve the target asset.
Human decision point: Installer or reviewer confirms proposals before they become approved handover data.
Output: Structured capture session with evidence links and missing-field visibility.

Limitation: Supported fields and modules depend on project configuration and feature flags.

Document Intake workflow

Starting problem: Closeout documents arrive in mixed formats without a consistent review path.
Actions: Upload supported documents into intake for structured candidate preparation.
Human decision point: Reviewers approve, edit, reject or request more information on proposals.
Output: Reviewable document sessions with provenance to source files.

Limitation: Supported file types and deterministic extraction only — general-purpose OCR is not a current claim.

Reviewer workflow

Starting problem: Teams need to compare current and proposed values with evidence side by side.
Actions: Open the review queue, inspect proposals, and record decisions.
Human decision point: Human approval is required; automation assists but does not replace accountability.
Output: Decisioned proposals ready for controlled change preparation.

Limitation: Availability of advanced association assistance may be pilot- and infrastructure-dependent.

Handover preparation workflow

Starting problem: Approved information still needs packaging for operations without silent mutation.
Actions: Preview controlled changes, confirm intentionally, then prepare export packages.
Human decision point: Preview is not apply — authorized confirmation is required before application.
Output: Structured handover packages and CMMS-oriented file profiles where enabled.

Limitation: Export profiles are validated per pilot; MaintainX file export remains pending final validation.

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