Multi-Unit Staged Handover Records
Staged handovers create several overlapping timelines: units ready for a first walk, units awaiting repairs and units returning for verification. Set the record boundaries before capture so each recipient receives the correct unit and visit information.
By Blu Mint Digital. 3 minute read. Last reviewed .
Choose the project boundary by distribution
If each owner needs a private report, separate unit projects may be practical. If one coordinator receives a combined development record, a broader project with precise unit locations may fit. Decide based on who receives the information and how updates will be issued.
Site Audit does not automatically split a project by unit or manage a handover schedule. Contractor filtering selects an assigned company, not a release stage. Do not use a contractor field as a substitute for a unit identifier if that would make trade reporting ambiguous.
Keep a staged handover tracker outside the report
Maintain the release schedule in the system your team uses for coordination. Record the unit reference, intended walk date, current readiness and the person confirming access. Link that reference to the relevant inspection project or report filename.
- Confirm the unit identity before starting capture.
- Record the actual visit date rather than only the planned date.
- Identify rooms unavailable during that stage.
- Preserve the initial issued report before later updates.
- Distinguish reported repairs from verified results.
The tracker describes coordination. It is not proof of contractual completion, acceptance or authority to occupy a unit.
Example: three units in different stages
Unit 101 may be ready for an initial walk, Unit 102 awaiting a joinery return and Unit 103 awaiting access for verification. Their reports should make those differences visible. A batch label such as “September handover” is not enough to describe the status of each unit.
Keep the location references consistent even where layouts repeat. A photo of an identical kitchen needs the unit number in the record and caption. Before issuing a contractor report, inspect the first and last items to check the intended unit scope.
Reconcile changes before each issue
At the next coordination review, compare newly raised observations with existing records, note access changes and save the exact PDFs issued. Pro supports maintaining separate projects without deleting earlier units to make room for new work.
If several inspectors contribute, agree one consolidation owner and a stable reference format. The app does not merge live projects across devices. Use the multi-project workflow for boundaries and the weekly progress report to explain how each unit's list changed between reviews.
Keep repeated rooms distinct with location checkpoints and an explicit coverage record.