Accept the Shift Handover Report

As the incoming Supervisor, review and accept the previous shift’s handover before taking ownership of open rounds, exceptions, Issues, Actions, notes, and attachments.

The Outgoing Supervisor must have submitted the report. See Generate and Submit the Shift Handover Report.

  1. Expand Shift Handover and click Reports.
  2. Select a shift that has a Handover Status of Submitted.
  3. Review the Summary tab.
    1. Click Start Review at the top right.
    2. In the Instructions section, review Shift Notes, Standing Instructions, and attachments.
    3. Click Next.
    Figure 1. SHR Review


  4. In the Logs tab, review the shift logs and click Next at the top right.
  5. In the Rounds tab, view the progress of rounds and click Next.
  6. In the Observations tab, review the unresolved Exceptions, Issues, and Actions, then click Next.
  7. In the Alerts tab, review Open alerts, starting with Critical ones, and click Next.
  8. In the Notes tab, review the notes added for the round during the shift and click Next.
  9. In the Operators tab, review each Operator and the submitted status of their rounds, then click Accept at the top right.
  10. In the Confirm Acceptance window, review the shift acceptance details and click Accept.

    An “Accepted” message appears. On the Shift Handover screen, the Shift Status changes to Completed and the Handover Status changes to Accepted.

You now own any unresolved Issues, Actions, and open rounds carried over from the previous shift.

Next: Monitor the Shift, beginning with compliance and exceptions.