How to create templates and properties in Handover

This article will go over the setup for Handover.

The requirements for a handover can be controlled, by setting the templates and properties for assets and products. Tasks can be used to facilitate communication within Dalux linked to assets.

How to set up Handover

To set up Handover, go to: Settings Handover.

General Handover settings

General settings for Handover are:

• Economy
• Metadata
• Task template

If maintenance tasks are created on assets and products, economic costs can be linked to them.

Metadata relates to the columns shown under files. It is not possible to delete the Dalux standard metadata. Metadata can be added, the order can be changed, and it can be changed whether to show metadata fields by default or not.

You can read more about metadata in this article: How to set up Metadata.

The task template can be changed. The task template can be customized by dragging data fields from the left.

The task template is used when a review manager sends tasks in the Handover module. Tasks in Handover function the same as tasks in Field but are contained in the Handover module, and always linked to an asset. You can read more in this article: How to set up Tasks.

Asset settings

The settings for assets are:

• Templates
• Properties
• Status setup
• Deleted assets

Templates are used when creating new assets. Templates are required before assets can be created. It is possible to use templates from:

• Template standard - Dalux has several template standards that can be imported (See below)
• Company standard - If you have access to a company profile, templates can be added from here
• Project - Templates can be imported from another project
• Excel - Templates can be imported from an Excel sheet template (Go to More Export to Excel to download an Excel template). Excel import only imports names and not properties.
• Dalux FM - Templates can be imported from a Dalux FM project if available

Multiple template imports can be merged if needed. Dalux will ask whether to replace or merge if the properties already exist.

Properties are data fields that appear in the templates. Properties can be used to set the requirements for the handover, by selecting what properties should be in each template. You can select which properties to display in specific templates or all templates.

When clicking on a property, and then Edit, it is possible to set certain properties as required when handing over.

If a property is set as 'Required when handing over' the status of an asset cannot be set as 'Completed' or 'Ready for review' until the property has been filled out.

Status setup is used to control how the status of an asset can be changed. There are options to:

• Prepare assets
• Fill out assets (always on)
• Review assets (Review manager)

An explanation of each point can be seen by hovering the mouse over the information icon.

If the option 'Review assets' is chosen, a review manager should also be selected.

The review manager(s) in Handover is responsible for reviewing and approving the handover material. They can change the statuses of assets in the review categories. They are the only users who can create tasks on assets and are responsible for closing finished tasks.

Review managers can be assigned here or in the work packages in Handover.

Finally, deleted assets can be seen and recovered in the 'Deleted assets' settings.

Export settings

Exporting all the data from Handover is done in Settings Handover Export.

It is possible to export the data to a COBie standard Excel sheet.

Data can also be exported to Dalux FM via an API key. This requires contacting your Dalux consultant.

You can read more in these articles: Import & Export data