At the end of a shift, the most important facts live in one tired person's head. A handover form gets them out before the door closes. I use it for the plain things: what happened, what is open, what must happen early, and who needs a watch.
Who it is for
Clinics, care homes, workshops, shops and any team where one shift hands work to another.
What each question is for
- Who, when and where: puts a name and a shift on every handover.
- What happened and open tasks: the story and the to-do list.
- Time critical: the thing that cannot wait until the new shift settles in.
- Needs attention: a short note with a first name or room label, never a diagnosis.
- Equipment and supplies: what to fix or reorder.
- Calm rating and in-person box: show whether the shift was hard and whether a spoken handover happened.
What the outgoing person's AI would ask
"What happened this shift?" Then "What is still open?" Then "What must happen early next shift?" It shows the answers and sends them only after a yes. See agent-fillable forms.
Before you use it
Check your local privacy rules before collecting health data. This is a form, not medical advice. It does not replace your clinical records or your handover protocol.
A broken machine goes into a work order request. Visitors who came during the shift can sign in with a visitor registration form. See IT and operations forms and forms for clinics and healthcare.
Questions
Can I use it outside healthcare?
Yes. Shops, kitchens, workshops and security desks all hand work from one shift to the next. Rename the unit field and change the shift choices to fit your rota.
How do I read the handovers in order?
Filter the CSV on your unit, sort by `handover_date`, and read the newest row before you start your shift.
Why does the form discourage full names?
The less personal detail you collect, the less you must protect. A first name or room label is enough for a colleague on the next shift. Keep full records in your own system.