How to export Handover data

This article covers how to export data from Dalux Handover.

Dalux Handover and Dalux FM can be connected so data is transferred directly between the two. This process is not covered in this article. Contact your local CSM and they will guide you through it.

Export Handover data for operations

If you want to export data to hand over to the facility manager, you can create an overview with searchable content and a package that is easy to browse through.

This overview can be exported as an Excel sheet, which allows the facility manager to search for assets.

The content is organized as a simple folder structure with asset information as files.

Export assets

Navigate to All assetsMoreExport

Select the report types Table (Excel) and Single report with attachments.

Table report

The table report gives the facility manager a list view of all assets where they can search for content.

Single report

The single report provides all assets organized in folders according to work packages. Each asset folder contains a PDF with the asset information and a folder for the attached documents, organized by document type.

COBie

An alternative to the Excel sheet is the COBie format, which can be exported from Settings.

Export Handover data for documentation

If you want to export data to document the handover process, and not only for operations, go through Assets, Tasks, and Files to download the content for future documentation.

Export assets

Export all assets as described above, but include the history in the Single report.

The history provides a complete change log showing when each change was made and who made it.

Tasks

To export all tasks, navigate to All tasks MoreExport

Select the entire list and the report types Table (Excel) and Single report with large images and attachments.

Table report

The table report gives you a list view of all tasks where you can search for content.

Single report

The single report provides all tasks organized in folders according to work packages. 
Each work package folder contains a PDF with the task information and a folder with the same name for the attached documents.

Export files not linked to assets

To ensure all files are exported, navigate to All files and filter for files that have 0 assets.

These files are not attached to any asset and will not be exported in the asset step above.

Select the missing files and go to MoreDownload