Educational guidance on registers and logs — what each records, who maintains it, what it typically contains and how long it is generally kept. Informational only — template examples, not official documents or legal advice; a register documents activity, it does not by itself prove compliance, and employers remain responsible.
What a shift handover log is
A shift handover log captures the handover between shifts: the state of operations, open permits, equipment issues, incidents and anything outstanding, so the incoming team starts with a clear picture and nothing important is lost at the change of shift.
This page is an educational overview with a simplified example. It is not an official template, not jurisdiction-specific and not legal advice — the employer decides what the handover covers and how it is recorded.
Purpose
- Pass on the state of operations between shifts.
- Highlight open permits, issues and ongoing work.
- Make sure safety-critical information is not lost.
- Provide a record of what was handed over and when.
Who maintains it
- The outgoing supervisor or operator records the handover.
- The incoming team confirms receipt.
- A site or operations lead reviews the process.
- The employer decides what the handover must cover.
When it is used
- At every change of shift.
- When open permits or issues span shifts.
- After an incident that the next shift must know about.
- During reviews of handover quality.
Typical fields
- Date, shift and the people handing over and taking over.
- State of operations and ongoing work.
- Open permits, equipment issues and incidents.
- Outstanding actions for the incoming shift.
- Confirmation that the handover was received.
- Example columns only — adapt to your operation and the applicable law.
Common mistakes
- Rushing the handover, so issues are missed.
- Not flagging open permits across the shift change.
- No confirmation that the incoming shift received it.
- Vague entries that leave the next team guessing.
Document workflow
A shift handover log connects the operational records across time: it carries forward open permits from the permit register, equipment issues from maintenance and defect records, and incidents from the incident log, so the next shift can act on them. A handed-over issue may trigger a corrective action.
See the related documents below for what is commonly used with and completed after a shift handover entry.
Retention (high level)
Handover records are generally kept for a period the employer sets to support operations and any investigation, in line with its obligations. This page does not state a required period — confirm with the applicable law and the official authority.
Completing and sharing as a PDF
A shift handover log is often kept in a system or book and exported to PDF for records. Exporting to PDF supports the record; it does not make it official or prove compliance.
Employer checklist
- Define what every handover must cover.
- Make sure open permits and issues are carried forward.
- Require confirmation that the handover was received.
- Review handover quality, especially after incidents.
Worker notes
- Give and take a thorough handover at the shift change.
- Flag open permits, issues and incidents clearly.
- Confirm you have received and understood the handover.
Country considerations
Handover practice varies by sector and country, with safety-critical industries having specific expectations, and the official authority differs. This page is general and high-level — not a statement of any country’s law and not legal advice.
Confirm current requirements with the official authority for your country and a qualified professional.
Who is responsible
The employer is responsible for a sound handover process and for compliance. This page is an educational overview with a template example; it does not make an operation compliant and does not transfer responsibility.
Export, edit and share documents
The documents, policies and templates this involves can be exported, edited, signed, stored and shared as PDFs with the HELPERG PDF Editor.
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