PROJECT WORKSHEETS / FIELD TOOLS

Quotation & handover checklist

Define required records at quotation stage, then track their version, evidence and open issues before handover.

Complete worksheet Blank PDF to complete on paper

Complete worksheet

Draft in this tab only. Nothing is sent or saved to your account. Export before leaving. Do not enter passwords, access codes, personal information or sensitive plans.

Activating the interactive worksheet… The blank PDF remains available.

Project context

Use a non-confidential project name. Separate site observations from information still to verify.

Project context

Project reference and stage

E.g. Office A / refurbishment / before survey.

To complete

Date and file revision

Equipment-list, drawing or configuration revision; record the version actually reviewed.

To complete

Main requirement and scope

What needs to work, for which uses, and what is outside scope.

To complete

One deliverable, its status and next action

Add an item per deliverable or function. Separate quotation preparation, submission, testing and handover; no status is automatically approved.

Checklist item 1

Item reference, stage and deliverable

E.g. Q-01 / quotation / equipment list; or H-01 / handover / network report. Separate each item.

To complete

Expected content and scope boundary

References/quantities/accessories for a quote; drawings, tests, backups, access or training for handover. State exclusions.

To complete

Revision and supporting records

Revision, date and exact references. Import list: sku, quantity and optional notes; check duplicates, accessories and latest version.

To complete

Available or missing evidence

Document reference, actual observed result, date and scope. A backup file does not prove restoration; record “untested” where needed.

To complete

Actual status and open issue

To supply, received-unchecked, verified within stated scope or open issue. Describe the gap without declaring the whole project compliant.

To complete

Responsible role and access handover

Role supplying/checking, required permissions and secure handover process. Never passwords, keys, MFA codes or personal names.

To complete

Next action and follow-up

Which role confirms what, by when? Arrange authorised testing or correction. After a real request: check reference and status; no guaranteed email or stock.

To complete

Resolve before submission or handover

A filled field is not approval. Keep unknowns and decisions in the technical brief.

Resolve before submission or handover

Unknowns and required tests

Record outstanding checks and the role responsible for them.

To complete

Documents and references to gather

Marked plans, exact datasheets, diagrams and project requirements. No secrets or access keys.

To complete

Next decision and required review

Which role must confirm what, before which stage? Use a role, not a personal name.

To complete

Reading references

General principles and manufacturer examples, not approval of selected products. Verify each exact reference separately.

Fluke Networks · Document Cabling Certification with LinkWare PC and LinkWareLive Ubiquiti · UniFi Password Recovery and Ownership Transfer — Ownership boundaries

Continue your preparation

Prepare the quotation equipment list Organise the handover pack Open my projects

This worksheet does not create a project. An approved account can prepare a separate request in the professional workspace.