The close-out index records document versions, access locations, recipients and review status. Open actions remain visible with a receiving owner.
Worked example
The example transfers a current action register with two unresolved verification items. The receiver’s acknowledgement records receipt only. A separate review status shows whether adequacy or closure has been assessed.
Use the resource
Agree the document list for the actual project and appointment. Check that access remains available after project teams change. Keep later updates traceable to the version originally handed over.
Worked record
| Record | Version | Location/owner | Recipient | Receipt date | Review status | Open action |
|---|---|---|---|---|---|---|
| Example action register | Final issue for handover | Controlled project folder / coordinator | Receiving owner to confirm | Enter date | Received; review pending | Two verification items remain open |
How to use it
- Agree the handover record list.
- Check versions and access.
- Record receipt separately from acceptance.
- Assign unresolved actions and later updates.
Your working record
Enter your information, then download a copy to keep it. Entries stay in this tab and are not saved automatically.
Blank record
Download a blank copy for offline reference or printing. Complete the editable record above to save your entries.
Download blank recordRelated guidance and resources
Source context
- Current Diba consulting services
Eight client-approved service categories; not assignment-specific capacity.
Source context checked 6 October 2026. Examples are illustrative.