RESOURCES & PREPARATION

Before handover, check the details.

Bring material identity, responsibility and special conditions into one checklist.

PROJECT NOTES

What to prepare.

01

List and version

Use one list for categories, quantities, units and existing identifiers. Retain additions, exclusions and discrepancies.

02

Counts and photos

Use photos to describe condition and packaging, not as a substitute for counting. Keep boxes, lots and accessories traceable.

03

Acceptance scope

Agree the recipient, scope, timing and required records before handover. Keep unresolved special items outside the ordinary batch.

ON-DEVICE CHECKLIST

What have you prepared?

Tick the items prepared and save a local record. Unticked items remain to be checked.

A preparation aid, not acceptance, certification or an on-site assessment.

Tick the information you have prepared.

Take the checklist with you.

A plain-text template for an email or your existing working notes.

Save the template ↓

LET’S TALK

Start with a clear list.

Tell us the material, quantity and condition. Then we can discuss what comes next.

Prepare your brief