Plexa
O&M Handover

O&M HANDOVER

Preparing, verifying, and completing the final project stage

Automated O&M Manuals & Handover

The final impression you leave with clients can make or break your reputation.

Plexa's O&M Manuals & Project Handover solution acts as advanced construction project handover management software that transforms weeks of tedious documentation into an automated, professional process that impresses clients and streamlines the transition from construction to operation.

An O&M manual provides a complete record of project assets, systems, and maintenance requirements. It ensures smooth handover to building owners and operators by giving them the information they need to manage the facility safely and effectively. To see how Plexa delivers this at scale as a construction project handover management software, request a demo today.

What you’ll find here:

  • Preparing Handover Documentation → Compile all project-related documents including as-builts, certifications, warranties, and operation manuals. Plexa keeps these records securely stored and linked to the relevant project for easy access
  • Defect Verification & Close-Out → Before issuing final handover, review all outstanding defects. Ensure each item has been rectified, verified, and signed off with supporting photos or reports to confirm completion
  • Handover Packs & Reports → Generate structured handover packs containing all required project documentation, approvals, and compliance certificates. Export directly to PDF for client submission or archive purposes
  • Final Site Review & Approval → Record final inspections and approvals from project managers, clients, or certifiers. Log key completion dates and confirm the project’s readiness for occupancy or operational use
  • Integration with Defects & Documents → Handover data automatically links with the Defects and Documents modules, ensuring a complete project record — from first issue through to final sign-off
  • Digital Storage → Keeping a secure record of handover documentation in Plexa
  • Templates → Standardised handover checklists and pack formats
  • Audit Trail → Full visibility of completed actions for compliance and future reference

Notes & Recommendations

Ensure all defects are marked as “Closed” before generating handover documentation

Confirm that all compliance and safety certificates are attached to the correct project.