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Industry · Construction

Construction: procedures your team actually follows

Unit handovers, site handover, health & safety and defects — procedures for site managers, engineers and handover teams, with a diagram and the version in force on site.

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Example: unit handover — 5 steps, 1 gateway, 3 roles
Example · Unit handover from the developer · 5 steps · 3 roles CONSISTENT
  5. Gateway “Defects?”: no defects — unit accepted; defects found — step 05.
Unit handover — BPMN diagram 3 lanes (Coordinator, Site Engineer, Handover Team), 5 tasks, 1 gateway “Defects?”, 2 events. Coordinator Site Engineer Handover Team defects = 0defects > 0 Request Schedulethe handover Preparethe unit file Check utilitymeter readings Inspect plaster,doors and windows Defects? Unit accepted Record defectsin the report
Sound familiar?

Where construction procedures get lost today

  • Procedures in Word files — nobody knows which version applies on site.
  • New engineers learn handovers “from a colleague” — and everyone does them differently.
  • Defect reports with no common template, while the client waits for fixes.
  • Health & safety training with no proof that anyone read the procedure.
Ready-made construction processes

Start from a template and adjust the roles

All construction templates (14) →
  • Construction

    Unit handover

    7 steps · 3 roles Use template
  • Construction

    Construction site handover

    6 steps · 4 roles
  • ConstructionAvailable in the plan Business

    Defect report

    9 steps · 3 roles
  • Construction · Health & Safety

    On-site health & safety briefing

    5 steps · 2 roles
Benefits for construction

One current version on every site

  • Procedures on your phone

    Engineers have the handover steps on site, with no printing.

  • Read acknowledgment

    Know who has read the new version of the health & safety procedure. Available in Business · from R2

  • Change history

    Who changed the procedure, when and why — audit-ready.

  • Assistant on site

    Workers ask about a procedure and get an answer with its source.

Case study · pilot

Budomex Deweloper — handovers of 120 units at the Zielone Tarasy development

The problem: every engineer ran handovers differently, and 30% of reports were sent back for correction.

to the first diagram
3 min
reports needing correction
−42%
procedures documented in 2 weeks
18

Results measured during the pilot, published with the client's consent.

See also

Related solutions

Document your department's first process

14 days of the Business plan, no card required. Import the unit handover template in one click.

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