HANDOVERS · UI43
Create, read and export handovers by day
Browse a subject by day
By day / subject is the main handover overview. Select a subject and department to see all permitted saved days, newest first, with each author, recorded period, summary preview and draft/publication state. A subject is the saved department plus subject/vessel/site label, not a match inferred from record titles. Other ungrouped handovers are separate and use period-start dates. Existing labels, dates and authors are not rewritten.
Expand a day or use Jump to day; choose Edit my notes or Read handover. Other people's private notes never appear. Your private corrections are labelled separately from their existing publications. All dates is the default. Date range and Include archived explicitly adjust the scope. Show more days expands another page of days without limiting the PDF. My shift retains the familiar one-day assigned-shift board and Continue saved notes.
Choose department, shift and recipients together
Choose Create handover → Daily / shift handover. Select the department, subject/vessel/site label and operational day, the first-shift start time and shift. Default two 12-hour shifts, other patterns and custom 24-hour cycles remain. The full start/end dates show overnight boundaries. No recurring assignment is required for this personal one-off route.
Who receives this handover? selects named people and recipient departments. These receive the finished publication, not your private draft. Search preserves selected people outside the results. This is not an author selector: the signed-in person writes their own handover. The selected department is proposed as audience for a new form; review it and change it deliberately. Write handover checks the exact proposal and opens the normal notes, without creating a record yet. Save & close and first Finish remain reason-free. Changed audience membership can require refreshing the proposal rather than silently expanding sharing.
People & shifts is visible in the heading and creation form. An authorised named administrator or current department head can assign existing eligible members to recurring shifts. Opening it from creation and returning preserves the one-off choices. Other accounts can choose their own handover's period and recipients but cannot assign colleagues. Creating a one-off handover does not change the roster; recurring defaults do not overwrite its saved dates or authorship. If a matching personal handover already exists, it is reopened rather than copied.
My assigned shift, Full-hitch handover, Prepare from previous and More actions → Manual / irregular daily period remain available. The device's Today is not an automatic ship-time conversion. Unsaved choices and notes remain in the open tab until saved.
Export all published handovers in one PDF
In By day / subject choose Export N published handovers to PDF. It includes all current publications permitted in that exact subject/date selection, including collapsed days, not just the visible cards. The date index links to each complete entry. The journal retains recorded operational dates, full periods, authors, revisions, all seven note sections and permitted account acknowledgement evidence. Private drafts and private corrections are never included; a correction's existing published revision is included instead.
Attachment filenames, sizes and saved hashes are listed, not embedded photos/files. Temporary visitor signatures and drawn marks remain in the separate signing PDF. Earlier publication revisions remain in each record's history, not duplicated into this current-publication journal. Nonauthors receive their own acknowledgement view, not the author's complete recipient roster.
Handovers export permission is required. Published changes, revoked access or changed acknowledgement evidence during generation refuse the outdated export and ask for refresh; no partial PDF is returned. Maximum 200 published handovers and a bounded total text size: choose a narrower range above this limit. Missing dates are included in All dates, not a selected date interval. Exporting does not save, acknowledge, close work or grant permission to share the resulting copy.
Open your own notes, write what matters, then save or hand over. Routine work needs no typed reason or confirmation checklist.
Open your shift
Select My shift for the assigned-shift view. Choose Handovers in the sidebar. My shift shows the selected department and operational day, the saved shift pattern, full periods and currently assigned people. Your assigned shift is highlighted. Choose Open my shift for a new period or Edit my notes to resume your exact saved draft. Opening creates nothing. Several people can be assigned to one shift, but each keeps a separate personal handover; assignment does not grant access to a colleague’s private draft.
Today uses this device’s date, not the ship’s clock. The shift beginning yesterday may still be running after midnight: use Previous when appropriate. The displayed time basis is a saved label such as UTC or vessel local, not an automatic time-zone conversion. Next changes the viewed date without creating records.
Continue saved notes without changing dates
Continue saved notes sits on the normal My shift board. It lists your active private daily drafts in the selected department across operational dates and sites, with their saved periods and save timestamps. The most recently saved draft is visible; expand Other saved drafts for the rest. Choose Continue my notes to retrieve the exact record and open the simple notes editor. There is no routine reason or extra review screen.
Moving the day filter does not hide these saved drafts. This helps with an unfinished night shift from yesterday; it does not infer the ship’s current date or create missing shifts. Unsaved text in another tab and other people’s private drafts are not included. A private correction to an already-issued handover is labelled Correction draft; its existing publication remains separate. Current create permission is required to edit.
Write, save or finish
Your seven note fields are on one page. Write the situation, completed work, equipment status, outstanding issues, hazards, incoming priorities and additional notes as needed. Empty text is not a declaration that nothing is outstanding. There is no required reason, review wizard or confirmation checkbox for the normal daily path.
| Action | Saved outcome |
|---|---|
| Save & close | Saves your private draft and returns to the board. It remains in progress and can be reopened later. |
| Finish handover | Saves these notes and publishes the first handover together. The board reports Finished only after the hub confirms success. |
| Close | Leaves the editor. Unsaved changes trigger a discard warning; already-saved work is not removed. |
A situation/summary and a valid audience are required to finish. The header shows the intended people/departments. A new assigned handover proposes its configured department; an existing draft retains its saved audience and period. The hub checks current eligibility again. Finishing shares the information; it does not close Tasks, approve equipment, resolve hazards or sign for incoming people.
Actor, time, action, saved version and actual note changes are recorded automatically. Handover finished is a system event label, not an explanation invented on your behalf. A private draft remains private through ordinary application access; privileged complete database backups can include it.
Read the previous shift
Read previous shift opens the selected exact saved publication alongside your notes, or below them on a narrow screen. Available matches end at your shift’s start in the same department, location and stated time basis. When there are several authors, choose whose publication to read. Reading never selects text for copying, changes your notes or acknowledges anything.
A saved draft with an existing daily previous link keeps that exact linked revision, even if a newer publication exists. If that linked publication becomes unavailable, no other version is substituted. Older private drafts belonging to the source author are never shown. Hide removes the reference; opening it again checks access afresh. Historical wording is not live equipment status.
People & shifts
This entry stays visible but disabled when you cannot change assignments, with an explanation. It does not give the public guest administrator access. Search members by name or login, filter by shift or Not assigned, and use the selector beside each person. Filtering preserves hidden selections. Expand Shift hours & vessel / site only when those defaults need changing. Assign existing eligible members here; account creation and department membership remain in administration.
A project administrator or current head of this department can use People & shifts, with Handovers create permission. Set the vessel/site label, time basis, first start time and the assigned people. The default is two 12-hour shifts beginning at 06:00: 06:00–18:00 and 18:00–06:00 next day. Starting at 12:00 yields 12:00–00:00 and 00:00–12:00 next day. Three 8-hour shifts, four 6-hour shifts and custom 24-hour cycles in quarter-hour increments are supported.
One current setup is saved per department. Only enabled eligible department members can be assigned, and they need permission to create handovers. A person has one selected shift in that department. View-only or unavailable previous assignments must be removed explicitly. Reducing the number of shifts identifies removed assignments for reassignment before saving.
Save people & shifts saves reusable defaults without changing existing handovers. People joining/leaving a shift, a new start time or a changed location do not rewrite saved authorship, periods or publications. The board shows current assignments, not a historical crew roster. An old draft remains editable by its author with the required permission even after reassignment; find it in Continue saved notes or the day’s saved records. Drafts in other departments also remain under More handover tools.
Unsent work, conflicts and connection loss
Notes and setup choices remain in the open tab until explicitly saved. This release does not add autosave or durable offline drafts. Keep the tab open until saving completes. Changing sections, reading a publication or navigating days does not save. Do not clear site data or reset a project to resolve a handover problem.
While saving, controls are locked to the exact request. An uncertain response offers Retry same save, Retry same finish or Retry same setup. Retry retains the operation ID and contents; it does not create another handover. The request may already have saved, so preserve any needed wording and check the existing record before closing an uncertain form or taking a different action.
A different tab’s saved draft or a changed shift setup blocks a stale write. Your in-tab notes remain visible, while the newer saved state is not overwritten. Close only after preserving needed wording, then open the current saved record. Known validation errors can be corrected in place; a failed Finish leaves no partial new publication or partly updated draft.
Finished work and less-used tools
Other permitted finished handovers appear under the shift whose exact saved start, end, site and time basis match the current proposal. Assigned now shows current assignments, not who historically worked that shift. A missing visible record is not proof that a colleague has not written a private draft.
Other saved handovers keeps the selected day’s permitted records visible when their saved periods, time basis or site differ from the current setup. They are not relabelled or moved. Records also remain visible when this department has no reusable setup. An existing personal record that matches the service’s duplicate guard does not get a second Open my shift button; use its saved-record action instead.
Other permitted finished handovers can be read from the day board. Personal incoming acknowledgement is still a separate action in the publication reader. A shared guest login is one shared account, not individual crew attribution.
More handover tools contains saved drafts across dates, incoming publications, the manual department/day board and all permitted saved handovers. Create handover exposes all creation choices; More actions also retains Prepare from previous. Revision comparisons, recipient review and exports remain available from saved records. They are not required for routine note saves.
Correcting an already-issued handover is exceptional: create/open its private revision, save note changes without a routine reason, then use the separate publication review with a change summary to issue a new revision. The earlier publication and acknowledgements remain intact. Full-hitch/manual setup, historical-source copying, withdrawal and archive actions retain their existing reviewed rules; this daily shortcut is not permission to bypass them.
Photos and files with your notes
In the simple daily notes editor, Add photo / file selects optional attachments. Take photo requests the phone camera when supported; the browser may offer a file picker instead. Previews and filenames appear below your notes. Remove or undo a removal before saving. There is no separate upload wizard.
Select up to six JPEG/PNG photos, PDF, DOCX, XLSX, UTF-8 TXT or CSV files: 5 MB each and 10 MB combined. HEIC must be exported as JPEG first. Files are validated for format, not scanned for malware. Only open files you trust.
New selections remain in this tab until Save & close or Finish handover. Files and notes save together; first Finish also publishes them in the same transaction. Failed saves do not leave partial attachments. An uncertain response uses the same request and file identities on retry. Current draft files follow author-only access. Published files follow the exact revision and its current permitted audience; a shared demo account is still one shared identity.
Reading the previous shift can show its files without copying them into your handover. Removing a file from a later private correction does not erase earlier publication bytes or acknowledgements. Advanced source preparation copies selected wording, not files. The handover PDF lists saved filenames and fingerprints but does not embed attachments. Full-hitch attachment authoring is not added here.
Complete project backups contain these files. Selected exports include them with Handovers and exclude their bytes when Handovers is omitted. Removed references retain immutable bytes for history; no automatic purge occurs. Keep UI33 or later after saving handover attachments: older writers do not preserve their publication meaning, and older selective export rejects the new file ownership kind. Do not roll back to UI32, reset data or clear browser storage to solve a file problem.
Invite people with one QR
The saved document’s author can choose Invite to sign in the browser. The author also needs Document invitations → Issue document-specific QR invitations and the module’s normal conduct/create access. Show the QR or use Copy link. Show QR · 5 minutes opens one group invitation for several people; it is not consumed by the first scan. Creating a replacement QR ends the older invitation and its unfinished visits.
Allow temporary guests starts off. Enabling it requires the separate external-visitor permission. Visitors give their own name and optional company, read the exact wording and choose Sign & finish. A drawn mark is optional. Named users can use their current personal account or sign in on this separate page. The shared demo guest cannot issue personal invitations or sign as a named person. No ordinary project account or main-app session is created for a visitor.
The QR admits people for 5 minutes. Each admitted visit lasts up to 10 minutes, with a 3-minute idle expiry; the visible page sends a 30-second keepalive. Sign & finish ends document access immediately. Close invitations ends new admissions and unfinished visits; hiding the organiser panel alone does not close it. A server restart ends unfinished invitations. Closing the visitor tab is only a best-effort signal, not the security boundary.
The organiser sees admitted people and saved signatures. Download signing evidence exports the exact saved document snapshots, identities, server times and optional drawing coordinates as JSON, not attached file bytes. Evidence records both the full publication fingerprint and the exact displayed wording/shared file IDs; unshared attachments are not presented as files the visitor could read. The panel shows the latest 500 signatures; the export explicitly reports truncation above 2,000. After a lost response, keep the page open for the identical retry or saved-outcome check. Receipt recovery does not restore document access.
A self-declared visitor is not identity-verified or witnessed. A QR may be forwarded: neither scanning, a name nor a drawn mark proves physical attendance. An anonymous person may rescan a still-valid group QR under another name. This release does not add individually issued invitations or organiser-admission approval. Downloaded files and screenshots cannot be recalled. Use HTTPS on a reachable hub; this feature is not offline signing or vessel/cloud synchronisation.
First finish/publish the handover, then open its current published reader and choose Invite to sign. The invitation contains only that issued revision, never the author’s later private correction. Include this revision’s files starts off and requires an explicit choice; only those immutable attachments are downloadable. Correcting or reissuing the publication invalidates an unfinished invitation. Reading an older publication does not silently invite people to a newer one.
A named account also needs Handovers → Acknowledge. A valid invitation grants only this acknowledgement, not permanent audience/project membership. The author cannot acknowledge their own handover as the incoming participant. Named signatures use the existing personal acknowledgement record; visitor signatures remain separately labelled in the author’s invitation panel/evidence export, not fabricated project-user rows. An already-saved named acknowledgement is recognised without replacing its timestamp or adding a retroactive drawn mark.
No private draft is shared, no notes are copied and no task, maintenance result or equipment status is approved. Existing Save & close and Finish handover remain unchanged. Keep UI34 or later after saving invitation evidence: older selective exporters and writers are not accepted for the new tables. Full backups retain evidence; selective transfers clear temporary grants and close retained invitations. No reset or browser-storage clearing is required.
Download a signing PDF
In the saved document’s Invite to sign / signatures panel, open Saved signatures and select Download signing PDF · revision N. The current selected revision has its own button; other saved signing revisions are under Other signed revisions. An older revision is never silently replaced with current wording.
The PDF includes the saved participant names, account or self-declared visitor identity, timestamps, optional drawn marks and the exact wording displayed through those invitations. Where some participants were given published attachments and others were not, separate Read sets identify the scope each signed. Attachment filenames and fingerprints are listed only for the scope where they were shared; file contents are not embedded or downloaded again. This does not verify that someone opened every attachment.
The author needs their current named account and existing document-management access. This is a protected report, not a visitor download or a new public link. It remains available from retained evidence after the invitation ends or the document is archived/finalised, as long as current author access permits it. Current private drafts, a later publication and normal acknowledgements made only outside invitations are not merged into this PDF.
Raw evidence → Download signing evidence (JSON) keeps the technical archive export. A PDF contains one revision, up to 300 invitation signatures, without silent truncation; larger revisions must use the JSON export. JSON retains its separate 2,000-signature limit with explicit totals/truncation. The panel lists up to 200 recent signed revisions and states when earlier entries are not listed. Characters unsupported by the report font use explicit [U+code] notation; exact original strings remain in JSON.
Downloading does not sign, add a participant, mark attendance, change the handover or close invitations. A self-declared visitor and a drawn mark are not verified identity or proof of physical presence. Share the downloaded report only with authorised people: exported copies cannot enforce later access changes. This is a separate signing report; ordinary toolbox/handover PDF outputs and their existing scope are unchanged.