Digital Handover Protocols

Many business processes require formal handovers. A project delivered to a client. A property inspected and signed off. An installation completed and accepted. A delivery received and verified.

Without a structured process, these handovers happen informally — a verbal agreement, an email, a signature on a paper form that gets filed somewhere and never found again.

Swifty digitalizes this with configurable handover protocols.

Structured Sign-Off

A handover protocol in Swifty is a form that captures the specific information required to mark a process complete. Checklist items the recipient confirms. Fields for notes or observations. Signature capture. Date and time of sign-off.

The form is attached to a specific workflow transition — the moment when a record advances to "Delivered" or "Accepted" or "Completed." Instead of advancing automatically, that transition requires the handover form to be completed first.

Immutable Record of Agreement

Once a handover is completed, it becomes a permanent part of the record's history. Who signed off. On what date and time. What they confirmed or noted. What the record's state was at that moment.

This isn't just documentation — it's a legally defensible record of agreement that can be referenced months or years later.

Customizable for Every Process

Different processes require different sign-off information. A software deployment handover looks different from a physical goods delivery. Swifty lets you configure the handover form for each object type and workflow transition independently.

Add the fields that matter for your process. Require the confirmations your team needs. Keep others optional.

The Paper Problem

Paper-based sign-off forms are a pervasive problem in businesses that do physical work. Forms get lost. Forms get filled in incorrectly. Forms from three years ago can't be found when a dispute arises.

Digital handover protocols solve all three problems at once. The form is always available, always complete if submitted, and always findable.

That's a significant risk reduction for businesses where handovers matter.