Overview of Shift Handover Reports
The Shift Handover Report ensures smooth and informed transitions between shifts. It is generated by the Outgoing Shift Supervisor or Operator and handed over to the Incoming Shift Supervisor or Operator, depending on the organization’s hierarchy.
The report provides a summary of completed tasks, pending work, raised issues, and any unresolved exceptions. Reviewing this report helps the incoming shift team stay updated on priority actions and ongoing concerns.
Key Sections in the Shift Handover Report
Gives an at-a-glance view of rounds, tasks, issues, actions, exceptions, and logs from the shift. If a task value exceeded the defined range, it’s listed as an exception. Clicking View next to an exception opens the last five readings for review.
- Trends
Shows overall shift performance using visual widgets. It includes counts for rounds, tasks, issues, and actions, as well as exceptions and any notes or logs added during the shift.
- Instructions
Displays supervisor notes and standing instructions meant for the incoming shift. This section may also include attachments like images or PDFs for added clarity.
- Shift Information
Captures details such as the plant, unit, current and upcoming shift, and names of the outgoing and incoming shift supervisors.
Lists shift logs added by operators while performing rounds or tasks. Logs are grouped by position and can be edited or deleted if required.
Displays the list of rounds associated with the shift. Filters are available to view rounds by status: All, Overdue, Submitted, Skipped, Open, In Progress, or Completed.
Shows all exceptions, issues, and actions identified during the shift. You can view the last five readings for each exception using the View link.
Lists any notes added by the operator during the shift or while executing tasks. Notes can be edited or removed based on permissions.
Displays the list of operators involved in the shift along with their names, positions, number of submitted rounds, and user group.