01 Collect as-built and maintenance records
Give the operator enough information to maintain the building without destructive investigation.
- Compile as-built drawings, hidden work photos, equipment data and warranties.
- Create operations and maintenance sheets for each serviceable system.
- Confirm access panels, valves, filters and isolators are labelled.
Hold point: Training and final acceptance should not start until the record pack is complete enough to operate the building.
Tools, equipment and access: Document register, QR labels, Asset schedule, As-built drawings
02 Train owner, operator and maintenance team
Make sure people can use the installed systems correctly.
- Walk through pumps, filters, AC, ventilation, controls, drainage and shutoffs.
- Show routine cleaning, alarms, seasonal checks and emergency isolation.
- Record attendance and remaining questions.
Hold point: Final sign-off should not happen until system training and access demonstration are recorded.
Tools, equipment and access: Training checklist, Access keys, Control manuals, Video record if needed
03 Close defects and transfer responsibility
Separate accepted works, open defects and warranty obligations.
- Inspect remaining punch items with photos and responsible parties.
- Agree defect deadlines, retention rules and warranty response route.
- Issue final handover package with version-controlled records.
Hold point: Project close-out should not be accepted until open defects and warranty responsibilities are explicitly documented.
Tools, equipment and access: Snagging app, Photo log, Defect tracker, Handover certificate